Wise Advisory Group - Oakville, Ontario

Patrick D.

My wife and I, have enjoyed a relationship with Wise Advisory, since 1986, Julian has directed all our insurance needs, ensuring that we had, and continue to have the best insurance coverage to meet our needs overtime, making the necessary amendments, as we age.
Julian was also the one responsible for redirecting management of our wealth towards cumberland investments, with whom our investment portfolio has continued to flourish under the management John Osborne, and his team.
Personally, I have nothing but the highest praise for not only for their dedication to detail, but also their unsolicited care and commitment to our general financial and continued well-being
If you are considering the need for insurance, coverage or wealth management, I would highly recommend Wise Advisory

Sincerely, Patrick F Doorly

Peter D.

John and the Team at Wise Advisory Group helped us facilitate a succession plan and introduced us to other professionals which have had a meaningful and positive impact on our success. They are amazing, great advisors and great people. If you are considering them don't hesitate! Thank you Wise for everything you have done, we wouldn't be where we are today without your guidance and leadership.

lyndsay B.

Absolutely love the team at Wise Advisory Group. Julian IS so Wise, and cares for our family as if it were his own, his guidance is always appreciated and trusted. We are so grateful for John’s ongoing attention to our accounts and financial advice, he has gone above and beyond. Andrea and Pam are organized and quick to respond. There is no better team out there! We appreciate all that you do for us Wise Advisory team!

Robert F.

I first met John in 2004 at a networking event. After developing a friendship, he began to use my own services and the Wise Advisory Group have worked as my Financial Advisors for the past ten years. John and the Team at Wise Advisory are responsive and supportive of my needs and I highly recommend them.

Frances W.

John Osborne has assisted us through several stages of financial planning. His careful and thoughtful planning have helped us reach a comfortable retirement. To me the most important qualities that John has demonstrated over many years are both his ability to listen and even more important his integrity. I'm so delighted that we found him and would recommend Wise Advisory without reservation.

Lynne A.

John and I became friends many years ago while training at the same sports club. During that time, I saw the dedication and focus he brought to his career as a competitive athlete and university student. I was confident he would apply those same qualities to client portfolios, so when he became a Financial Adviser, I asked him to take over my investments. At this point, I've been a client of John Osborne for 16 years and have never regretted that decision. John has been key to my financial health, helping me navigate my working years, transition to retirement, and settle comfortably into retired life.
John and the entire team at Wise Advisory are fantastic - quick to respond, supportive and always focused on client needs. Highly recommended!

Al D.

John Osborne manages the majority of my investment portfolio, as well as my life and disability insurance needs. His professionalism and clear explanations of investment recommendations have yielded positive results over the several years I have put my trust in John and his team. I highly recommend working with Wise Advisory!

Matt K.

We have been clients of Wise Advisory since 2009. Julian, Donna, John, Andrea, and Joe have been instrumental in helping shape my family's financial future. When I look at where we are today, we feel thankful and fortunate. Thank you Wise Advisory for building our trust and helping us attain financial independence.