Helping you manage your financial affairs

For many people, managing personal financial resources is a matter of course, paying bills, making monthly deposits in chequing accounts, and purchasing RRSPs if there is anything left over. But are you making the most of those resources and ensuring you pay minimum taxes while reaping maximum benefits from your investments? Probably not. As a wise man once said, "Not paying enough tax is illegal; paying too much tax is immoral." The easiest way to achieve balance in your financial affairs is to partner with a wealth management team.

At Unity Wealth, we can help. Through a wide range of personal financial services, we can help you ensure a prosperous future for yourself, a stress free experience at tax time, and money set aside for your childrens or grandchildrens education and for your retirement. Whats more, we will help you get the big picture when it comes to personal financial planning and ensure that your wealth building resources are maximized while your financial investments are protected.

For those with a commitment to building wealth in an environmentally and socially-responsible manner, Unity Wealth also specializes in ethical investing. To learn more about this and our other personal financial services contact Unity Wealth today.

Our personal services include:

Tax Planning

Beyond filling in the forms and meeting deadlines, our tax experts provide planning for your future tax years to ensure all credits are used or maximized.

RRSPs/RESPs

Registered plans for retirement or childrens education invested with our help in places you choose (GICs or a variety of mutual funds including Ethical Funds).

GICs/Savings Plans

Guaranteed short and long-term deposits with competitive rates or investments managed with your life goals in mind.

Insurance

Dont leave home without it. Personal insurance can cover you for health, travel, disability, life or insured investments.

Retirement Planning

We provide comprehensive written plans for life after work to meet your specific financial needs and goals.

Estate Planning

A will is not enough. Smart financial planning gives the best financial advantage you can to those you care about.

Unity Wealth also offers corporate financial services and business planning and development services. For more information, refer to our Corporate Financial Services page or our Business Planning and Development page.