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Whether you are starting a family in Abbotsford, running a business in the Fraser Valley, or bringing your parents to Canada for an extended visit, the right coverage and savings plan starts with a clear conversation. Wiseconomy Wealth Solutions Inc. helps individuals, families and business owners in Abbotsford understand their options for insurance and registered savings, so they can make wise financial decisions with confidence.
We take time to understand your goals first, then explain your choices in plain language. Meetings can be held virtually, so you can talk with us from home or work anywhere in Abbotsford, Mission, Chilliwack or the rest of the Fraser Valley. If you prefer to meet in person, we also have an office in Abbotsford at #220 - 1779 Clearbrook Road, Abbotsford, BC V2T 0K6. Office visits are by appointment only (view map).
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Life insurance. We help you compare term life insurance, whole life insurance and universal life insurance. Term coverage is often used to protect a family during the years with a mortgage and young children, while permanent coverage lasts for life. If a medical exam is a concern, we can also explain no medical life insurance options.
Living benefits. A serious illness or injury can affect your income long before anything else. We explain how critical illness insurance and disability insurance work, what they typically cover, and how they fit with any coverage you already have through work.
Protecting your home. Before you sign up for the mortgage insurance offered by a lender, it is worth comparing it with personal coverage. Our page on mortgage insurance explains the differences.
Health, dental and travel. For self-employed people and anyone without a group plan, we review health and dental insurance. Travellers can explore travel insurance before leaving the country.
Many Abbotsford families welcome parents and grandparents from abroad. Super Visa applicants need private medical insurance from a Canadian insurance company that meets Immigration, Refugees and Citizenship Canada (IRCC) requirements. We help you compare Super Visa insurance plans from Canadian insurers and understand coverage, deductibles and payment options. For shorter trips, see visitors to Canada insurance. Always check the current IRCC requirements before you apply.
We explain how registered accounts work and which may suit your goals:
Our Financial Concepts library covers basics like the rule of 72 and paying yourself first.
If you own a business, we can walk you through:
Drivers and owner-operators can learn about life insurance for truck drivers and emergency health plans for truck drivers.
Ready to talk about your plans? Schedule a free consultation call. You can also call +1 (778) 798-1994, email info@wiseconomy.ca, or use the form on our Contact Us page. We will get back to you within one business day.
Insurance and investment products are subject to eligibility, underwriting and provider approval. This page is general information only and is not financial, tax, legal or immigration advice.
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Life Coverage in Force
Canadians Protected
