Discover the possibilities
Whether you are an individual looking for a personal financial advisor, a business owner seeking business planning and financial management services, or a larger corporation in need of a broad range of accounting services and employee benefits packages, were here to help. As an independent, privately-owned, multi-service firm, Unity Wealth Management Corp. offers comprehensive financial advice, products and services to families, business owners and corporate clients alike. With the strength of our team of highly trained professionals and one key person as a point of contact, many individual and small business clients refer to us as their personal CFO.
Our mission is to provide objective, insightful, and comprehensive advice and counsel to enable our clients make informed financial decisions. We integrate all aspects of your business, tax, investment and other financial matters into a customized strategic plan, drawing on our extensive experience and working closely with any of your other professional advisors. Ongoing communication ensures that your plan is implemented and reviewed on a regular basis and as circumstances change.
Unique to the Cobourg area, Unity Wealth specializes in Socially Responsible Investing (SRI). When you invest with your values and your conscience, you join the growing socially responsible investing movement whose combined value is now more than two trillion dollars powerful leverage that is increasing corporate accountability to employees, consumers and the environment.