Our Team

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Sarah Wyse, CFP^®

Director / Financial Planner

Sarah has been assisting clients with their financial needs since 1997 and achieved her Certified Financial Planner designation in 2004. Beyond her financial expertise, Sarah is also a trained musician. Before her work in the financial sector, she spent a few years as a missionary in Zimbabwe, Africa.

She holds a Bachelor of Music degree from the University of Toronto, majoring in music theory. Her background in music composition sharpens her ability to create unique and tailored financial solutions within established frameworks.

Sarah loves working with entrepreneurs to craft creative financial plans that match their needs and budget, incorporating group benefits and retirement savings for small business when beneficial. She also enjoys helping individuals plan for retirement, ensuring they have peace of mind now and in the future.

Before diving into the financial world, Sarah and her husband spent five enriching years as missionaries in Zimbabwe. She believes that building wealth is about achieving meaningful and fulfilling goals. As a Certified Financial Planner, she creates financial plans that provide security and comfort during both the accumulation phase and the rewarding de-cumulation stage of retirement.

Sarah cherishes her family life. She and her husband regularly take retreats to recharge and enjoy quality time with their grown children, Sean and Rosie. Sarah continues to share her musical gift by directing music at Central United Church Unionville, bringing hope and joy of the Good News to her community and beyond via livestreams.

Michelle Lo, CFP^®

Financial Planner

Michelle is dedicated to helping clients build and protect their wealth with utmost care and unwavering commitment. Since joining Wyse Financial Solutions Inc. in 2011, she quickly became a licensed financial advisor and has since earned her CERTIFIED FINANCIAL PLANNER® designation. Specializing in insurance, wealth management and financial planning for business owners, young families and those seeking long-term financial success, Michelle delivers personalized solutions with a focus on trust, consistency, and always putting clients’ best interests first.

With a good understanding of life’s financial complexities, Michelle ensures your strategy evolves with you, providing peace of mind every step of the way. Outside of work, she enjoys nature, coffee with friends, and volunteering with non-profit organizations.

Iryne Thian, CFP®

Associate

Iryne, a Certified Financial Planner, with almost three decades of experience in the industry, will be onsite to ensure clients of Wyse Financial Solutions have continuous access to professional advice and timely order executions during Sarah’s absence, i.e. vacation etc. Likewise, Sarah also does the same for Iryne’s clients.

Iryne enjoys travelling the world to explore different cultures with her husband and family.

Rosanna Wyse

Project Assistant

At the age of 19, Rosanna was introduced to the financial service industry by working part-time at her mother’s practice. She initially had no real interest in the field, since she was busy pursuing her passions – acting and writing music. However, under the unique business practices of her mother, Rosanna began to develop a deeper understanding and appreciation for the industry.

Now with more insight into the business, Rosanna is an important team member at Wyse Financial Solutions Inc.; she engages in different projects with a focus on cultivating and expanding client relationships.

Rosanna continues to cultivate her crafts of music and acting, while thriving in her role at Wyse Financial Solutions.

* First Name:
* Last Name:
* Email Address:

Our Team

Sarah Wyse, CFP®

Michelle Lo, CFP®

Iryne Thian, CFP®

Rosanna Wyse

Sarah Wyse, CFP^®

Michelle Lo, CFP^®