Wise Planning Corp
Full Address:
8351 Alexandra Rd #280, Richmond, BC V6X 3P3, Canada
Phone Number:
(778) 200-2866
Website:
https://wpcins.com/en/
Business Email:
info@wpcins.com
Category:
Insurance Agency, Financial Planner, Life Insurance Agency
Description:
Wise Planning Corp is a Richmond, BC-based financial planning and insurance firm founded in 2010, serving high-net-worth Chinese-Canadian families and business owners across Richmond, Vancouver, and Burnaby. Unlike traditional insurance brokers, Wise Planning operates as a financial structure architect — combining tax planning, insurance strategy, and asset management into one integrated approach.
Led by founder Jessie Li, a professional with deep accounting expertise, our team reviews your financial statements before recommending any product. We specialize in corporate-owned participating life insurance to protect Small Business Deductions, estate liquidity planning to address capital gains tax at death, super visa insurance with pre-underwriting support for pre-existing conditions, and travel insurance for frequent cross-border travelers.
Whether you are a business owner with retained earnings looking to avoid passive income tax traps, a doctor or lawyer seeking tax-efficient retirement strategies through corporate IRP, or a family planning intergenerational wealth transfer, Wise Planning delivers data-driven, structure-first solutions tailored to your financial position.
Clients across Richmond, Vancouver, Burnaby, and Greater Vancouver trust us for transparent, conflict-free advice grounded in CRA regulations. Structure over product. Tax efficiency first. Visit us at 8351 Alexandra Rd #280, Richmond BC, or call (778) 200-2866.
Keywords / Tags:
- participating life insurance Richmond BC
- corporate owned life insurance Canada
- estate planning Richmond BC
- super visa insurance Richmond BC
- travel insurance Richmond BC
- life insurance Chinese Canadian Vancouver
- financial planner Richmond BC
- wealth management Richmond BC
- insurance agency Richmond BC
- tax-efficient retirement Canada
- corporate tax planning Vancouver BC
- life insurance advisor Richmond
- 分红保险 列治文
- 超级签证保险 温哥华
- 遗产规划 加拿大
- 儿童分红保险 加拿大
- 企业税务规划 温哥华
- 財富傳承 列治文
