At Sagewise Financial Group, we believe every financial product should serve a purpose in your overall wealth-building strategy. Our comprehensive suite of services, backed by proper licensing and regulatory compliance, ensures all your financial needs are met under one trusted roof.
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Sagewise Financial Group is built on investments anchored by tangible assets. At Sagewise Financial Group, we believe in providing opportunities that mitigate risk and maximize returns. That's why we offer investment opportunities with real Canadian properties, leading to stable financial growth, with capital preservation at the forefront of our investment philosophy.
From mortgage investments to insurance, property management to registered accounts — a complete suite of financial services built for Canadians.
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Wealth building should not be exclusive based on certain minimum amounts. The Sagewise Financial Set and Save Investment Program provides opportunities for everyone to invest, regardless of the size of their investment. Experience the satisfaction of watching your wealth grow, knowing that Sagewise Financial is here to support your journey towards financial independence.
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Sagewise Mortgage Investment Corporation Shares (SMIC) provides Canadian investors with lucrative real estate returns and tax advantages through register accounts like RRSP, RRIF, LIF, LIRA, and TFSA, allowing them to tap into the market for wealth building.
Get StartedAs a homeowner, your home is more than just a place to live, it's your sanctuary. You shouldn’t have to settle for mortgage financing that’s not dependable or reliable when you need it at closing! With Sagewise Financial, homeowners purchasing or refinancing can rely upon competitive rates while ensuring their mortgage is funded on time.
Apply NowMortgage Rate Defender is a revolutionary HELOC that helps homeowners pay part of their monthly mortgage payments, ensuring they can stay afloat during financial challenges, providing a solution to ensure they can maintain their dream home.
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The Sagewise Set and Save Investment Program provides opportunities for everyone to invest, regardless of their investment size. Experience your wealth grow backed by real Canadian real estate.
Get StartedFrom travelling abroad to protecting your family's future, Sagewise offers comprehensive coverage options tailored to Canadians.
Whether you're a visitor to Canada, a business protecting your team, or an individual securing your family's future — we have a plan designed for you.
Travel Insurance
Emergency medical, trip cancellation, delays & lost baggage covered worldwide.
Canadian Private Health
Drugs, dental, vision & paramedical services — when provincial coverage falls short.
Group Benefits
Custom employee health plans for businesses of all sizes. Attract and retain top talent.
Covers emergencies, trip delays, cancellations & lost items — wherever you go.
Medical insurance for non-residents & new arrivals to Canada visiting family or friends.
Lifetime coverage with a built-in savings component that grows over time.
Affordable, straightforward life coverage for the years that matter most to your family.
Speak with our team and discover which Sagewise products fit your financial goals.
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Registered Trustee
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