Unicus Financial Services Ltd.
Languages spoken: English
Area(s) served: British Columbia and Ontario
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Welcome to Unicus Financial Services Ltd.
My team and I offer financial planning that targets your unique needs. Whether you are a young professional, young family or pre-retiree, we can help you reach your goals. We are dedicated to helping you achieve insurance and wealth solutions.
When working with us, you will notice we take a holistic approach. We take the time to get to know you, your situation and your goals. Our team name "Unicus" means "unique" in Latin. We chose this name because we know each Client is unique and therefore so is our approach.
Our office is In Vancouver, British Columbia. We service Clients throughout British Columbia and Ontario virtually. Contact our office to book an appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
Whether it's picking up a new hobby, certification or passion project, let's explore how to fund your next adventure. Let’s talk about a plan that’s right for you.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
While both pool investor money for professional management, segregated funds offer unique advantages.
Segregated Funds:
- Insurance products with principal guarantees
- Creditor protection potential
- Estate planning benefits
Mutual Funds:
- Simpler trusts without guarantees
- Typically lower costs
- No insurance benefits
Different tools for different goals. Which is right for you? Reach out and let’s discuss it.
Office information
