All About Us
Wise Planning Corporation
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.
Choose Wise Choose Wealth!
Our Story
Jessie Li received her bachelor’s degree in accounting from University of Regina in 2005. Throughout her career Jessie has been successfully answering queries from clients and helping them to make financial decisions according to their own unique situations. Jessie has been constantly improving her professions and providing customers with valuable services wholeheartedly.
With her multicultural background in overseeing insurance and financial planning, combined with her inherent understanding of market performances, Jessie has managed a thriving investment portfolio in excess of $3,000,000 with more than 2000 customers. With more than 10 years of professional service, Jessie has won praise from many customers.She is willing to be a companion for her clients and advising clients on the best customized financial strategies.
Our Story
With her multicultural background in overseeing insurance and financial planning, combined with her inherent understanding of market performances, Jessie has managed a thriving investment portfolio in excess of $3,000,000 with more than 2000 customers. With more than 10 years of professional service, Jessie has won praise from many customers.She is willing to be a companion for her clients and advising clients on the best customized financial strategies.
