1 Valleywood Drive, Suite 300, Markham, ON L3R 5L9View on Map »

It's your money... and your peace of mind. We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.

Sarah Wyse

Financial Planner, Markham Ontario, Sarah Wyse

Recent Articles

Posted on: September 10, 2018
Bill Nye the Science Guy met with Prime Minister Justin Trudeau in Ottawa earlier this year to promote the use of alternative energy fuels in our economy. He is a strong advocate of moving away from carbon-based fuels. Yet, Nye admitted, in a Toronto radio interview some days later, that the...
Posted on: September 10, 2018
Recent college or university graduates with their first career job have an understandable itch to spend money after years of living on Kraft Dinner. The last thing they want to think about is saving money and building assets. Yet this is the ideal time in life to start developing the correct habits...
Posted on: September 10, 2018
Good question. Many retirement income planning tools use a percentage of income to determine an income need in retirement and then calculate an amount needed to provide that income. People with similar incomes often have different spending and lifestyle habits. This can affect their income needs in...
  • As a retired business owner who did not have an employer’s pension plan, I was very concerned about my future income. I turned to my trusted accountant who recommended Sarah Wyse. Sarah came up with a "hassle free" plan that gives me guaranteed income for life, protects me from market...

    Retiree

  • Sarah has done a great job for us both at our company (in organizing our benefits program) and with my personal financial planning. She is thorough, meticulous, very responsive and enjoyable to work with.

    President, Corefour Inc

  • Sarah has been facilitating our company group insurance needs for the past 8 years. She has helped structure our benefits in keeping with what is important to us, our budget as well as sustainability of the plan on a long term basis. She has consistently made sure that we have the best possible...

    President, A-Tec Signs

  • I just wanted to take a moment and thank you for all your attention while helping our company learn about benefits. You certainly made us feel comfortable while explaining how things worked. At all times I felt you were well versed in the advice you were giving us to get set-up. I am very happy...

    Pioneer System Inc.

  • Sarah and her team provide excellent customer service and I would highly recommend her for both investment and insurance needs. She is patient, understanding, knowledgeable and trustworthy. She listened to our needs and gave sound advice based on what our expectations are. A wonderful...

  • Thank very much for taking the time to explain various insurance products based on my need. The information is helpful and I thank you for your expert knowledge, honesty and care. I can tell you genuinely care for me, my family and my business. You provided options and you shed insights when I...

    Marriage and Family Therapist RMFT

  • I myself am a starting physician. The area of finance is both new and exciting as well as daunting. First of all, I really appreciated that Sarah was able to accommodate to meet with my husband and I – she was flexible with her time and made all attempts to help us plan financially on a busy...

  • We are a family of four with two young children. With our busy schedule, financial planning unfortunately is grossly neglected so we could keep pace with our daily routine. Fortunately for us, we have Sarah Wyse to keep us on track with our financial goals. We met Sarah over three years ago and...

  • I keep coming back to Sarah for her expertise, friendly, and highly responsive service. She has always provided great advice while putting consideration for my personal needs.
    Under unfortunate circumstances I recently had to deal with another service agency and the contrast in the level...

  • I’m lucky to have Sarah as my financial advisor. She is very honest, knowledgeable and personable. She takes the time to get to know me, answer any questions I may have and is always available when I need her. She provides excellent customer service and truly puts her clients first. I’m glad...

  • Sarah is an expert in her field, and has provided me with excellent financial planning. She is a person of integrity who goes above and beyond to get the best for her clients.

    Ph.D

  • As a senior, I sincerely appreciate Sarah’s time and attention to the many details involved in securing my future retirement years. Over the past decade Sarah has continuously provided good sound advice freely and honestly. Her pleasant, personal style has also given me the confidence to...

    Retiree

  • I am very pleased with Sarah’s services. I find her very knowledgeable in her field. She is professional and friendly. She is client focused and always puts our best interests in mind when recommending investment or insurance plans for us. I can trust her to look after our needs.

  • Sarah has always stayed true to her word, following up, providing information, answering any of our questions and addressing our concerns. Taking an extra step to ensure our satisfaction has made her stand out in the crowd. We trust her advice and believe that she has our best interest at heart...

    Executive Creators of Dalicious

  • Overall, Sarah provides excellent service and we are proud to have her as our advisor. We feel that our trust is well placed and believe that she will help our family deal with any crisis in the future.

    Project Coordinator, Toronto Decor

  • I have great confidence in Sarah. She is very professional and sincere. She always places the need of the customer as top priority. When I first met her, she took the time to understand my situation and needs, and then suggest and explain a proposal for my retirement plan. I am very grateful to...

  • Sarah is our retirement planning, insurance and RESP advisor. Every year, she always takes the time to sit down with us to go over our plans and give us new ideas and suggestions. She is very professional, very meticulous. We thank her for all the services she provides to our family.

  • As we are nearing our retirement, it is not easy to navigate the sea of investment products available. Sarah is very knowledgeable and she makes sure what she recommends is the best for our situation. Also, she takes the time to explain each product so we can understand how it can affect us. We...

  • From my own experience, Sarah is a very hardworking and responsible individual. She is very dedicated to her work. Sarah’s work and advices were never late. When seeing a deadline coming up, on multiple occasions, she had volunteered to work on the weekend to ensure the insurance deadline was...

    P.Eng, BEE, CFO

  • I have great confidence in Sarah’s services for three main reasons:

    1. Sarah has been using her insight on personal finance and her comprehensive knowledge of the financial products available to help me build a solid foundation of my personal finance.
    2. Sarah always responses to...
  • We are thankful to have met Sarah 5 years ago. We have found her to be a great guide when faced with navigating the unfamiliar territory of financial planning. Thank you Sarah for accommodating our schedules and guiding us in these monumental decisions. We have come to trust you to look after...

  • Sarah is a very trustworthy and reliable person. I put my trust in her to manage our investments in our RRSPs. With her expertise in the field as a certified financial planner, we are expecting good returns from our investments.

Services

By admin Mar 25

You have worked all your life and saved for retirement. What other planning work could possibly be...

By admin Mar 24

After years of living the “rat race”, you are looking forward to the day when you can start living on...

By admin Mar 23

You get home from work, your wife is tired, and the baby just spilled spaghetti all over the carpet....

By admin Mar 21

During the last market downturn a few years ago, retirees who had all their assets in equities saw...