Who We Are

Fortunewise Financial Services is a boutique financial services company that provides professional, experienced and dedicated services to all our individual, family and corporate clients. We offer specialized services within multiple lines of business including life insurance, critical illness insurance, mutual fund investment, IFA and family trust services.

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Our Services

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Insurance 

• Life Insurance
• Critical Illness Insurance
• Personal Health Insurance
• Travel Insurance
• Group Benefits
• IFA
• CSV Loan

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Investments

• TFSA
• RRSP
• RESP
• Non-Registered account
• Mutual Funds
• Segregated Funds

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Tax

• Individual Tax Filing and Planning
• Worldwide Income and Foreign Asset Filing

 

 

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Trust and Estate

• Canada Trust
• International Trust

 

 

 

Certificate:

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LILY WU:

CFP, TEP, CSC, TOT, QFOP