About Us - NorthWise
NorthWise is rooted in a few key values. We pride ourselves on being highly educated, up-to-date on new products, and our ability to always put your interests first.
Gary Choy was an individual practicing advisor for 32 years, and incorporated NorthWise Financial in 2016 to allow for even more growth.
NorthWise’s main goal is to ensure your family has the right amount of money, when it’s needed. We work towards that goal through integrated financial planning – this means looking at all aspects of your finances. We review your situation and ask many fact finding questions to understand where you are, and where you want to be in the future. From investment planning to risk management, we have any and every financial planning need covered. It’s always been our goal to treat each client like family, providing advice and products that we can always stand behind.
Our Location
Sudbury, ON
885 Regent St S
3-28B, Box 29
P3E 5M4
By appointment only.
Meet our team
Gary Choy, B.A.Sc., LLQP, CLU, CFP™
Managing Partner + Certified Financial Planner
Gary was born in Guyana and immigrated to Toronto, Ontario when he was 13 years old. Gary received his Bachelor Applied Science in Engineering degree in 1982. After four years working with Texaco as an engineer, Gary realized he was looking for a career where he could interact and help people on a daily basis, and he started with London Life as a life insurance advisor in 1986, successfully acquiring his Life License Qualification Program (LLQP). He completed his Chartered Life Underwriter (CLU) and Certified Financial Planner (CFP) designations shortly thereafter starting with London Life and has loved every minute as a financial planner. Gary is also heavily involved in Rotary, and plays many sports including soccer and basketball.
Hilary Simpson, B.A., M.A., ACS, ALMI
Marketing Associate + Social Media Coordinator
Born and raised in Sudbury, Hilary attended Laurentian University where she graduated from the Modern Languages & Literatures program with a major in Italian and minors in Spanish and Latin to earn her Bachelor of Arts (B.A.). She then completed her Master of Arts (M.A.) degree in Italian Studies at the University of Toronto. Hilary began her career in the financial services industry as an Administrative Associate with Freedom 55 Financial in 2014, and first began working with the NorthWise team in 2018. She has obtained her Associate, Customer Service (ACS) and Associate, Life Management Institute (ALMI) designations from the Life Office Management Association, and is currently working on obtaining her life license.
Hilary is passionate about books and, when not in the office, she can often be found immersed in her home library.
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