Wise Financial Services Inc.
Call: 250-743-5999
Toll Free:  1-855-565-8484
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Welcome to Wise Financial Services
Here for the Community. Here for You.
If you’re looking for high quality and personal service, you’ve come to the right place. At Wise Financial Services we’ll give you the attention and personal service you’ll come to expect and enjoy. 

Wise Financial Services is located in Shawnigan Lake and the West Shore. We have served the Cowichan Valley since 2001. Let us put our experience to work for you.
Call 250-743-5999 today to set up an appointment.
Quality you can't beat
We offer the best in:
Accounting and Year Ends
Bookkeeping to Trial Balance
Personal and Corporate Income Tax Preparation
Payroll
Government reporting

Our rates are competitive, with no hidden fees. Our employees are friendly and will be there to help you every step of the way.
Business Hours

Regular Hours:

Monday:         9am - 5pm
Tuesday:        9am - 5pm
Wednesday:   9am - 5pm
Thursday *:     9am - 5pm
Friday:            9am - 5pm

Saturday:     Closed
Sunday:       Closed

Tax Season Hours:

Monday:         9am - 7pm
Tuesday:        9am - 7pm
Wednesday:   9am - 7pm
Thursday *:     9am - 7pm
Friday:            9am - 7pm

Saturday:     10am - 4pm
Sunday:       Closed

*  Closed from 12pm till 1pm the second Thursday of every month for staff training.
 Wise Financial Services ® 
PO Box 157 1757 Shawnigan Mill Bay Road, Shawnigan Lake, British Columbia V0R2W0
#134 – 2871 Jacklin Road Victoria, British Columbia V9B0P3
Owner- Gay Wise
A Management Moment
An organization's effectiveness depends on its capacity to acquire, share, use and store valuable knowledge. According to one estimate, firms that apply good employee practices have three times the level of financial successes as companies where these practices are absent. Employee training increases the company's intellectual capital, by improving human capital.

How do organizations retain intellectual capital? One way is to keep good employees. "Our assets walk up and down the stairs everyday," says Ian WIlkinson, founder of Radical Entertainment in Vancouver. "If we keep smart, motivated people, we can do everything." 

Organizations are more competent when the invest in employee skills and knowledge development. For us at Wise Financial, the cost and benefits of employee education are part of our Business Plan.
Client Tax Organizer 
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office.