Our team at Wiser Wealth is dedicated to helping you build a unique portfolio to achieve your financial goals.
We take a proactive approach to manage any unexpected life events and provide objective recommendations to help you gain financial freedom.
At Wiser Wealth Management, we are independent financial advisors with the ability to choose from a wide range of products and services. This allows us to choose what will be best for you, because we know that no two situations are the same.
Receiving advice from a financial advisor can allow you to achieve financial freedom by taking the guesswork out of the equation. It is our job to assess your needs and put a plan in place to get you where you want to be.
Who We Are
Jason graduated from the University of Windsor in 1994 with a double major, Honours Business Administration and Economics. He started in the financial planning industry in 1993 and obtained his Certified Financial Planner (CFP) designation in November 2000. Licensed in both mutual funds and life insurance, Jason takes pride in offering unbiased retirement, financial, and estate planning advice. He’ll curate products and services that will assist you to achieve short term income and long-term growth without undue risk.
519-256-8999 ext. 2203
Paolo graduated from the University of Windsor in 2019 with a degree in Bachelor of Commerce, Honours Business Administration. Paolo is licensed in both mutual funds and life insurance, offering necessary products to help you not only build your welath but also protect it. Everyone’s situation is different, and Paolo is committed to building relationships with his clients, by developing a personalized plan to achieve their short-term and long-term financial goals.
519-256-8999 ext 2296
Kat is the most recent addition to our team and brings with her 12 years of experience in the financial services industry, most recently acting as a Manager of Sales and Service for a prominent financial institution in Windsor-Essex County. Kat completed her certification with the Real Estate and Mortgage Institute of Canada Inc. and is a licensed Mortgage Agent through OMAC Mortgages, License #10674. Kat has facilitated innumerable personal and commercial mortgages and will work in your best interest to guide you through your options to create a personalized plan that meets your lifestyle.
519-256-8999 ext 2297
Dezarae Spina- Insurance & Mortgage Coordinator
519-256-8999 ext. 2264