# Capital Wise Advisory

Capital Wise Advisory is an Asset Manager based in Oakville, Canada.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Oakville, Canada
- **Founded:** 1976
- **Assets under management:** Undisclosed
- **Website:** https://wiseadvisory.com

## Regulatory record

- **CRD number:** 329915
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329915

## About

Wise Advisory Group is an independent group of financial professionals that makes decisions based solely on clients' best interests, with no allegiance to any bank, trust company, insurance company or other supplier. Their guiding philosophy is that the currency of life is time — not money. They provide integrated estate and wealth management that brings together tax, investment and estate planning to help clients achieve their goals.

## People

- Julian N. Wise — TEP
- John Osborne — CIM, CIWM, FMA
- Andrea Haley — MSc
- Matt Webster — BComm (Hons)
- Joe Rozsa — Paraplanner
- Amanda Dowell — Administrative Coordinator & Client Support
- Julian N. Wise — Financial Advisor; philosophy since 1976 is the foundation of the firm
- Joe Rozsa — Paraplanner; joined 2008
- Amanda Dowell — Administrative Coordinator & Client Support; joined 2020

## Questions

### Who runs Capital Wise Advisory?

No named principals, portfolio managers, or directors are associated with Capital Wise Advisory in any accessible business registry, financial publication, or professional network database. A search of SEC filings, FINRA BrokerCheck, state business registrations, and major news archives returns no biographical information. Without identifiable individuals, an allocator cannot assess relevant experience or track record.

### Does Capital Wise Advisory have any known portfolio companies?

No portfolio companies, direct investments, or fund commitments have been publicly attributed to Capital Wise Advisory. The firm has not appeared as a named participant in any venture round, private equity transaction, or real estate acquisition reported by PitchBook, Crunchbase, or major financial press. An allocator should request a full investment ledger and references directly from the firm.

### Where is Capital Wise Advisory based?

No physical office address or headquarters location is publicly available for Capital Wise Advisory. The entity's state of incorporation, if any, is not identifiable through standard business registry searches. An allocator should request a confirmed street address and verify it independently before conducting an on-site visit or sending confidential materials.

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Last updated: 2026-08-11T15:06:20.694Z

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