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Wyse Financial Solutions Inc photo
Wyse Financial Solutions Inc photo
Wyse Financial Solutions Inc photo

Wyse Financial Solutions Inc

Address: 1 Valleywood Dr Suite 300, Markham, ON L3R 5L9, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Retirement Planning $200 - $400
Investment Strategy Development $150 - $300
Personal Finance Management $100 - $250
Investment Management Portfolio Management $300 - $600
Asset Allocation Advice $200 - $450
Performance Review $100 - $200
Insurance Services Life Insurance $150 - $300
Health Insurance $200 - $400
Investment-Linked Insurance $100 - $250

What people love

From reviews
Professional advice(5) Knowledgeable staff(5) Excellent communication(4) Personalized service(4) Responsive team(4) Long-term planning(3) Patient guidance(3) Trustworthy advisor(3) Investment strategies(3) Honesty and integrity(2)

About this business

At Wyse Financial Solutions Inc, we are experienced financial professionals dedicated to maximizing the financial wellbeing of our clients. Being honest and transparent with our clients, we always have their best interests at heart. If you have any inquiries, please do not hesitate to contact us, and we will be delighted to assist you.

Reviews Summary

Sarah Wyse is a trusted and professional financial advisor who offers peace of mind during volatile markets and unexpected pandemics. Many reviewers have experienced Wyse's detail and timely attention to client portfolios, which provides peace of mind. Michelle Lo is another star advisor who gets high marks for her patience and the time she takes with nest clients. According to clients, Michelle has helped them with insurance and investment questions and also gave them financial advice. But the experienced team's glowing report comes from the many years they have worked with Wyse when they say they have always found her professional, responsive and considerate of their needs. Must customers are referrals, showing satisfaction and trust. There is appreciation in the number of individuals who mention being referred by a relative. Sarah's meticulous work and considerate and honest when giving advice make it difficult to recommend her to anyone looking for a professional and kind financial advisor.

Location & directions

Markham, Ontario
Wyse Financial Solutions Inc
Financial Consultant
Address
1 Valleywood Dr Suite 300, Markham, ON L3R 5L9, Canada
Hours
Closed Now
Wyse Financial Solutions Inc Reviews · 5.0 average
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