Sagewise Financial Group
Welcome to the future of financial services
Every financial product should serve a purpose in your wealth-building strategy — a complete suite of licensed, compliant services under one trusted roof.
3.75%*
Invest & Grow rate
9+
Financial products
8yr
Track record
ON
Licensed in Ontario
* Targeted rate per annum, subject to change. Invest & Grow starts from $200/month equivalent.
Smart ways to grow
Everything you need, in one place.
Sagewise Financial is your front door to the whole Sagewise ecosystem — investing, protection, borrowing and mortgage investments, each delivered by the Sagewise company that specializes in it.
Invest & Grow
3.75%per annum*
A disciplined way to build wealth — contribute from $200/month ($2,400 annually), on the schedule that suits you.
Sagewise Financial
Insurance
Travel, life, health, dental & vision and group benefits through Insurewise.
Sagewise Financial
Investments
Wealth building anchored by real Canadian property.
Sagewise Capital
Mortgages
Dependable mortgage financing, funded on time.
Sagewise Capital
Mortgage Rate Defender
One HELOC that helps homeowners manage payments through financial challenges.
Sagewise MIC
Registered Accounts
Hold Sagewise MIC shares in an RRSP, RRIF, LIF, LIRA or TFSA.
Sagewise MIC
MIC Class A
Real-estate-backed mortgage investing from a $25,000 minimum.
Sagewise MIC
MIC Class B
A more accessible entry point, from a $5,000 minimum.
Sagewise Financial
Talk to our team
Not sure where to start? We'll point you to the right Sagewise product.
* Targeted rate per annum, subject to change and not guaranteed. Products are offered by the Sagewise company shown on each tile.
Coverage & Protection
Insurance for every stage of life
One provider, every kind of coverage — for visitors to Canada, businesses protecting their team, and families securing their future.
Travel Insurance
Emergency medical, trip cancellation, delays & lost baggage worldwide.
Canadian Private Health
Drugs, dental, vision & paramedical when provincial coverage falls short.
Group Benefits
Custom employee health plans for businesses of all sizes.
Featured product
Invest & Grow
Automatic, consistent investing anchored by real Canadian real estate — from $200/month, on the schedule that suits you.
- 3.75%
- Targeted rate per annum*
- $200/month
- Minimum monthly equivalent
- 4
- Contribution frequencies
Do even more with your money
Explore across the Sagewise ecosystem
Ready to grow your wealth?
Speak with our team and discover which Sagewise products fit your financial goals.