Your business is unique and so are your own financial needs. As a business owner it’s hard to know how to set yourself up for success, even with great accountants and lawyers on your side. Discover how Unity Group Financial helps business owners just like you.
Financial services for business owners
Taxes and income
The biggest money challenge for business owners like you is how to pay yourself to keep more of what you earn. If you’ve ever wondered if you’re leaving money on the table, we can help!
Employee benefits and group RRSPs
Did you know 79% of employees prefer employee benefits over a higher salary. Learn if employee benefits and group RRSPs are right for your business.
Insurance and investments
What kind of insurance do I need for me and my business? Should I invest corporately or personally as a business owner, and what’s the difference between the two?
You’re busy, so we’ll keep it brief. No financial documents needed for your consult.
Why business owners love partnering with Unity Group Financial
Cooper is very personable. He is very knowledgeable and takes his time to explain. His main goal is to educate so that you can make the right decision and also know why it is the right decision.
Cooper is highly knowledgeable, and always goes above and beyond. He answers all my questions in a timely manner, and provides different options and approaches to investing that are reflective on my needs, goals and comfort.
Jim & Lila Testimonial
We are extremely pleased to have found someone whom we feel is giving us solid advice backed by knowledgeable information regarding current market affairs and also tax implications which could affect our portfolio. We feel that he understands where we stand financially right now and were we want to go in preparing for our future.