Unionville Investments and Insurance Services Inc.

Languages spoken: English, French

Area(s) served: Greater Toronto Area

Know your way forward

Whether you’re starting your business, developing your practice or considering stepping aside, We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners who need advice to manage complex financial situations.
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Let's work together

Our passion is to find root problems and bring customized solutions to people and organizations.

We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security through:

  1. Retirement planning: Tailored retirement plans to help individuals identify their retirement goals, create a savings strategy, and help ensure a comfortable retirement lifestyle.
  2. Investment management: Guidance on building and managing investment portfolios that align with Clients' risk tolerance, financial goals, and time horizons.
  3. Tax planning: Strategies to optimize tax efficiency, including tax-efficient investment choices, income splitting, and minimizing tax liabilities in retirement.
  4. Business succession planning: Assistance for business owners in planning the transfer or sale of their businesses to maximize value and minimize tax implications.
  5. Estate planning: Developing comprehensive estate plans and beneficiary designations, to protect and transfer wealth efficiently to future generations.
  6. Insurance analysis: Evaluating the need for life, disability, and long-term care insurance to protect against unforeseen events that could impact financial security.
  7. Risk management: Identifying and managing financial risks specific to the Client's profession or industry, including liability, professional indemnity, and key person insurance.
  8. Income optimization: Strategies to maximize retirement income from various sources, such as government benefits, company pensions, and personal savings.
  9. Debt management: Advice on managing and reducing debt, especially for business owners seeking to minimize debt load during retirement.
  10. Education and guidance: Providing ongoing education and guidance to ensure clients are well-informed and making sound financial decisions.

These services aim to address the complex financial needs and goals of professionals, business owners, and individuals transitioning into retirement. Our role is to offer personalized solutions and expert guidance to help clients achieve financial success and peace of mind.

Contact us to book an appointment and get started on achieving your financial goals. Let's talk.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Investment options

There are many different investment options to choose from. The right one for you depends on your situation and goals.

Looking at retirement

Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.

Business owners

Spend more time running your business and less time worrying about your business. A strong strategy can get you there.

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Stay informed

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Make sure your investments are well managed and aligned with your goals.

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