Company History


When Julian’s career as Communications Advisor to the provincial government ended, his father Nick Wise who was a long time Financial Advisor told him that he should look into going into a business where he can do good work for people and be self-employed; so, Julian followed into his father’s footsteps as a Financial Advisor in 1976 with a major insurance company.

Feb 1976

A year later Julian became an independent advisor after realizing that it would give him and his clients the most freedom with the least bureaucracy.

Feb 1977

In addition to working with individual clients, Julian built a network of 450 independent advisors where he and his firm gave advice and created solutions to meet their needs. In 2005 he sold the advisor business.

From 1977-2005

Julian and his firm were appointed by The Ontario Medical Association as the sole insurance advisors to its members. He resigned the appointment 25 years later.

1979 – 2004

John Radul left a long-established career in wholesale distribution of A/V Systems Integration equipment to become the type of financial advisor he always hoped to meet!


While completing his university degree through night and summer school, John Osborne spent a year and a half working full time at the Ontario Securities Commission as a Registration Officer.

2003 – 2004

Andrea Haley completed an Honours Specialization in Biology degree and a Masters in Medical Biophysics prior to entering the industry as a financial services representative at a major Canadian bank.


John Osborne became an Investment Representative of a major north American brokerage where he ran an independent community based office.

2003 – 2007

John Osborne became an independent advisor working with Wise Advisory Group after realizing that the best value he could deliver was by working alongside his lifelong friend and mentor Julian Wise. In 2014 John became an owner of Wise Advisory Group.


John Radul received his Certified Financial Planner designation.

2007 – Present

After two and a half years working as a Retirement Benefits Advisor with a major Canadian investment firm, Joe joined Wise Advisory and over the past 12 years has grown into a integral part of the Team as a paraplanner.


After spending a year within the Canadian bank branch network, Andrea came to a similar realization that Julian did in 1977. The ability to deliver superior value, free of a sales environment, is best met under the independent model. Andrea is now an independent advisor working with Wise Advisory Group and as of 2020 is also an owner.


Pam Teufel joined Wise Advisory Group with 13 years of experience in various roles within the financial services industry. Prior to this, Pam owned Fireside Books & Gifts in Oakville.


John Radul joined Wise Advisory Group and maintains his own client base from within our office, while frequently collaborating in order to approach challenges from multiple professional perspectives.


Amanda Dowell joined Wise Advisory Group after working working at Aligned Capital Partners for 8 years in a support role to Advisors.