| Category : | Business Services |
| Publish date : | June 30, 2025 |
| Address | 280-8351 Alexandra Rd, Richmond, BC V6X 3P3 |
| Social Links : | |
| Tag: | auto insurance, Commercial Insurance, Critical illness insurance, financial consultant, financial planner, Health Insurance, home insurance, Insurance Richmond, Insurance Vancouver, investment services, Life Insurance, Travel Insurance, wealth management, 温哥华保险，温哥华保险经纪，列治文保险经纪，旅游保险，财产保险，人寿保险，重疾保险，健康保险，财富管理 |
Wise Planning Corporation is a comprehensive wealth management company in Canada to provide professional investment, financial management, and insurance services, founded in 2010.The company’s business covers life, travel, health, general insurance, and financial planning. Jessie Li, the founder of the company, graduated from University of Regina, Canada, majoring in accounting. She is a licensed insurance consultant and a tax planning expert. She is granted with global certified financial planner (CFP) title, also a top member of Million Dollar Round Table (TOT, MDRT).Our company committed to the highest standards of business ethics and good governance.
The top Canadian insurance companies are on our partnership list such as Manulife Financial, Sun Life, Equitable Life, Royal Travel Insurance, Canada Life, Tugo Insurance, and Wawanesa Insurance that provide the security that your money is well managed.
