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... read full review »