About us
Trusted Experience.
We are a nationwide company with offices across Canada. Through the well established providers that we work with, and our knowledgeable advisors, we work to make sure that each client can be confident of their future being a financially stable one.
We understand that advisors need resources to provide clients with their financial needs. At Lifewise Financial Group, one of our main goals is to provide our advisors with these resources, ensuring that each client receives support and advice in order to meet their financial needs.
A deep commitment to diversity
International Partners
Daniel James, Stripe
By enrolling in the Four Bear Program, UM guarantees you will graduate in four years with a bachelor’s degree. Discover the global city—filled with inspiration, opportunities to explore.
Shane Dore, PayPal
By enrolling in the Four Bear Program, UM guarantees you will graduate in four years with a bachelor’s degree. Discover the global city—filled with inspiration, opportunities to explore.
Our nearly 8,000 committed staff members are ready to help.
Trusted by global brands
Lifewise Financial
Why Choose
Lifewise Financial Group?
With over 30 years of experience in the financial services industry, we have the ideal resources for success. Each of our advisors has free access to offices across Canada, with 100% business ownership, vested from day one. We’ll be here to support you whenever you need it, with online technical support and back office support available at your need. At Lifewise Financial Group, we provide our advisors with regular hands on learning with local experts in the field, and exam preparation support from our Business Development Managers.
Mission
Our mission is to empower entrepreneurs in the financial services industry to build strong financial foundations for families in order to have a better future and leave a legacy for tomorrow.
Vision
We want to create business opportunities for people from all backgrounds and give them the power to become owners of financial services business. All families can have access to financial products, knowledge, resources and expert advice with superior solutions.
Values
We value our advisors, and believe it is important to provide them with the support they need. Our advisors are extensively trained, guided, and mentored, and are supported so that they feel valued and comfortable in our offices.
Get In Touch
Looking to learn about joining our team or speak to an advisor? Send us a message, and we'll have someone get back to you as soon as possible.
