Get peace of mind with wise advice throughout your life. Let's start the conversation today!
Wise Financial Group has been servicing Ontario since 1980 and we have focused on the family as well as the individual. As a family run business we know the confidence and comfort that comes from knowing your family is taken care of is priceless. This extends to our business operations as well, since at the heart of it, all business is about helping improve the quality of people's lives. We also feel very privileged to be part of the advisor network for Lawyers Financial and Engineers Canada.
Many financial experts will tell you some unforeseen events and a lack of the right kind of insurance can spell trouble quickly. We try to help clients assess their risks and put together the best solutions to help mitigate these risks well also keeping budget in mind.
Everyone has different insurance needs and also needs change as we go through different stages in our lives. That is why we want to build a relationship with clients so we can help their insurance and investments evolve and meet their changing needs throughout their lifetime.
Everyone has different insurance needs, financial goals, and budgets. That is why we want to build a relationship with clients so we can help their insurance and investments evolve and meet their changing needs and help protect them against risks that could interfere with this goals.
Fill out the form with any questions you have about finding the coverage that's right for you!
Monday - Friday: 9am - 4:30 pm
Evening & Weekend Appointments Available Upon Request
My experiences with Wise Financial Group have been the perfect combination of professional courtesy and confidentiality blended with a "right at home" feeling. My past experiences with the insurance industry have left me feeling overwhelmed and manipulated into directions I may have not pursued if the salesperson had not been so pushy. With relief and gratitude, I am able to say that through very in depth meetings with Steve and Laura, I have been able to secure sound insurance coverage for both my family and myself. I have also been able to make very positive changes to both my present and future financial picture. It is a pleasure dealing with professionals that give you the time to sit and process the information they present to you and further allow you to make the decisions that you feel are right for you.
Tina Kanbar, Legal secretary London
Pat was always very quick to respond when I had long, involved questions and when I had quick, simple questions. He followed up when I fell behind on responses but never pressured me or made me feel like he was impatient. Ultimately he gave us the best advice for our changing needs. Having the opportunity to book a phone discussion was very convenient and efficient. I absolutely give a full five-star rating.
I wanted to thank you for the excellent service and responsiveness that you provided to me during the past month in obtaining additional insurance coverage for me.
I have been purchasing insurance through group insurance programs offered through the Professional Engineering Associations throughout my career. During this period I think this is the first time that I have actually dealt with an agent face to face. Hence I have always found that the experience was impersonal but my rationale was that I was saving money.
This time around I had the dual benefit of excellent and prompt service and a knowledgeable agent who was able to save me a substantial amount of money by reviewing my current coverage and proposing lower cost alternatives.
Thanks again for your assistance.
Stephen Wise analyzed our insurance needs thoroughly, and objectively.
We were impressed by his ability to find and recommend/explain coverage to
better handle our current needs …at a lower cost than the program offered
through my previous employer. He also structured one of those policies to
give us access to relatively low cost coverage well into retirement.
You might say, he used his knowledge of "the system" to our advantage.
Randy Schnarr Waterloo, ON
With Ann Wise in your corner, you can't do any better. She is pleasant, professional, knowledgeable and helpful…and has been all those things for me.
Serge Anissimoff, Lawyer London
I have been dealing with Mr. Stephen Wise, the authorized representative for the Canadian Bar Insurance Association program for a number of years now. Mr. Wise has used his vast knowledge and experience in the insurance field to provide professional, expert and non-biased assistance for all of the insurance needs of myself and my family. His only concern is to provide the best protection for me and my family, for now and for the future. Clearly, this "Wise" decision benefits my entire family for "life".
Tony Debly, Lawyer Windsor