Personal Financial Planning
We help people realize their financial goals through integrated planning. The financial world is broad and to know every aspect is difficult, we take that stress away from our clients.
Business Financial Planning
Running a business can be full of challenges. Use our expertise to help you navigate through an ever-changing business landscape. From Health & Dental benefits to Business Continuation, we have you covered.
Digital Insurance Experience
Finding Life & Health Insurance doesn’t need to be life ending. Try out our 100% digital process. Compare insurance companies, find the right coverage, and apply online.
Investment & Retirement Planning
Insurance & Risk Planning
Mortgages & Cash Flow Management
Business Continuation & Succession
Group Health and Dental & Pensions
How We Plan
Our Process is steeped in understanding who you are, and what you want
1. Discovery & Objectives
3. Recommendation & Plan
4. Execution & Review
Meet Our Team
Managing Partner, CFP, CLU
Senior Manager + Founder Digital Division
Operations Manager + Financial Security Advisor
"Our Online Sales Doubled in Just 18 months"
"We had a roadmap Ready for Execution in under 48hrs"
"Idea truly understood our users"
Want to see what NorthWise can do for you?
Fill out a few simple questions, and we will reach out to you within 1-2 business days. Feel free to leave as much information as possible.
Critical Illness Insurance