We offer a range of products and services for both business and personal lifestyles. All of our solutions are tailored to our clients’ unique needs.
Wealth Transition Planning
Over the next 10 years Canadians will be passing on the greatest wealth transfer of all time. The government is aware of this and has recently set new checks and balances in the system. The process of settling the estate of a loved one can already be taxing enough, literally. Unity Group Financial helps clients prepare for this in the most effective way possible, allowing for an easy transition in terms of both investments and logistics.
Unity Group Financial offers a variety of ways to help your investment needs. Our mutual funds, offered through Quadrus Investment Services Ltd., offer a range of planning tools.
If you are looking for a little more estate protection, our segregated funds could be right for you. Segregated funds offer an element of estate protection with certain guarantees and the ability to bypass any estate and probate fees. If that is something that interests you, please contact us for more information.
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the Fund Facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Unity group Financial offers a vast array of insurance options. For individual insurance needs, we have access to all the major insurers in Canada. We offer extensive life insurance options that cover everything from family protection to business insurance and estate planning. Unity Group also offers disability insurance, critical illness insurance and health and dental coverage.
We know how important it is to attract and retain the best employees for the job. Let us help you create a benefit plan that will motivate your workforce to perform to the best of their ability or a retirement package that helps your employees plan and prepare for the future. Our products are extremely cost competitive, offered through all of Canada’s wealth management and insurers.
Each of our clients has a unique situation that requires a unique mortgage. Zack, our in-house mortgage agent, can help you find it. He is a licensed “Level 2” agent, meaning he can assist with everything from your standard purchases & refinances that tick all the regulatory boxes, to those tricky, outside-the-box private financing needs.
Follow Zack on Instagram for regular updates, helpful tips, answers to common questions and industry insights.