Our Mission: Empowering Canadian Investors

At InvestWise Canada, we're dedicated to helping Canadians navigate the complexities of tax-efficient investing. Our team of financial experts combines decades of experience to deliver practical, actionable advice that can help you maximize your returns while minimizing your tax burden.

Our Story

Founded in 2015, InvestWise Canada began with a simple observation: many Canadians were losing significant portions of their investment returns to taxes that could have been legally minimized or deferred with proper planning.

Our founder, Sarah Mitchell, a seasoned CPA specializing in tax planning, saw this gap in financial education and decided to create a resource dedicated specifically to tax-efficient investment strategies for Canadians.

What started as a small consulting practice has grown into a comprehensive educational platform that has helped thousands of Canadians make smarter investment decisions, preserve more of their hard-earned money, and build wealth more efficiently.

Our Core Values

Integrity

We provide unbiased, accurate information that puts our readers' interests first. Our advice is based on sound financial principles and current tax regulations.

Clarity

We break down complex financial concepts into clear, actionable advice that investors at any level can understand and implement.

Innovation

We continuously research and evaluate new investment vehicles and tax strategies to ensure our readers have access to the most current and effective approaches.

Empowerment

We believe in educating investors to make confident decisions aligned with their unique financial goals and circumstances.

Meet Our Expert Team

Sarah Mitchell

Founder & Tax Specialist

A Chartered Professional Accountant with over 15 years of experience in tax planning for high-net-worth individuals. Sarah specializes in developing tax-efficient investment strategies and is a frequent speaker at financial planning conferences across Canada.

Jennifer Lee

Fund Specialist

With an MBA in Finance and 12 years of experience in the mutual fund industry, Jennifer is our expert on fund structures, ETFs, and corporate class investments. She helps readers understand the tax implications of different fund types and how to build tax-efficient portfolios.

David Thompson

Portfolio Strategist

A Chartered Financial Analyst with experience at major Canadian financial institutions, David focuses on asset allocation strategies that balance investment growth with tax efficiency. He specializes in helping investors understand the tax implications of different asset classes.

Michelle Chen

Retirement Planning Expert

A Certified Financial Planner with specialized knowledge in retirement income strategies, Michelle helps Canadians optimize their retirement savings and income withdrawals. She is an expert on RRSPs, RRIFs, and pension splitting techniques to minimize taxes in retirement.

Robert Wilson

Content Director

With a background in financial journalism and a passion for making complex topics accessible, Robert oversees our content strategy and ensures that our articles provide clear, accurate, and actionable advice for Canadian investors of all experience levels.

What Our Readers Say

"InvestWise Canada has completely transformed my approach to investing. Their strategies helped me save over $3,200 in taxes last year while optimizing my retirement portfolio. The clear explanations make complex tax concepts easy to understand."

Michael T.

Toronto, ON

"As a small business owner, I was missing out on several tax-efficient investment opportunities. The corporate investment strategies I learned from InvestWise Canada have made a significant difference in how I manage my company's surplus cash."

Priya S.

Vancouver, BC

"I'm approaching retirement and was concerned about making my savings last. The retirement withdrawal strategies from InvestWise Canada have given me a clear roadmap to maximize my income while minimizing taxes. I feel much more confident now."

Richard M.

Calgary, AB

Start Optimizing Your Investments Today

Join thousands of Canadians who are making smarter, more tax-efficient investment decisions with InvestWise Canada.

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