Sage Advice Financial: Stress-Free Financial Services
No nonsense financial advice and services based around open communication, goal setting, and regular reviews. Because your finances shouldn't be scary.
Investments
Building wealth doesn’t have to be overwhelming. At Sage Advice Financial, we help you grow your wealth through tailored investment strategies designed around your goals, lifestyle, and risk comfort. Whether you’re planning for retirement, saving for your family’s future, or starting to invest in Ontario, we make your financial growth simple and stress-free.
Mutual Funds
Mutual funds are one of the easiest ways to diversify your portfolio and build long-term financial security. We’ll guide you through the best mutual fund options available in Ontario, helping you invest confidently without the guesswork. With Sage Advice Financial, you’ll always understand where your money is going – and how it’s working for you.
Life Insurance
Protect what matters most with the right life insurance plan. We help individuals and families across Ontario find affordable life insurance coverage that fits their needs and stage of life. From term to whole life insurance, Sage Advice Financial ensures your loved ones are financially secure – no matter what tomorrow brings.
Group Benefits
Empower your employees and strengthen your business with a customized group benefits plan. We design group health, dental, life, and disability coverage that keeps your team happy and your company competitive. Sage Advice Financial makes building your group benefits package simple, transparent, and sustainable for the long term.
Finances don’t need to be scary
We live in a world where financial literacy can often be assumed when, in reality, this is something that many struggle with and hesitate to admit. Here at Sage Advice Financial, we understand that there is a lot you do know, but there might also be a lot that you don’t. That is where we come in: it’s our goal to ensure that our clients are being well taken care of through open communication, goal-setting, and reviews.
Investments | Mutual Funds
Mutual funds are Offered Through Investia Financial Services Inc.
Mutual funds are based on a simple principle: pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
Life Insurance | Disability Insurance | Group Benefits
Insurance Services are Offered Through HUB Financial
The decision to buy insurance to protect against a certain risk is usually based on some determination that there aren’t sufficient personal resources to cover the resulting financial loss. An insurance analysis is the only way to properly assess your financial situation to determine how much, if any, of the risk you are able to assume, and how much of it should be transferred to an insurance company.
What Our Clients Have to Say
Sarah Renewal 2025
When it came time to renewing our mortgage we weren't sure where to turn until we found Missy! She made the renewal process so easy and smooth. She was able to answer all our questions and made sure we understood everything as we went along. I loved her personal touch so much better than the bank experience. I couldn't have imagined anything better. See you next renewal Missy!
Niki First Time Buyer 2023
I had the pleasure of working with Missy during my recent home purchase, and I cannot recommend her enough. As a first-time homebuyer, I had many questions and concerns about the mortgage process, but Missy was always available to guide me through every step of the way.
Steve First Time Buyer 2021
We ended up finding Missy after having horrible communication with our Bank. Absolutely loved working with Missy for our Mortgage. She was very responsive no matter how many questions we had given we were first time home buyers. She was very knowledgeable in her field and always had recommendations based what would be in our best interests.
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