At Union Financial, we provide high net-worth individuals and families with comprehensive wealth management solutions to maximize returns, protect wealth, and minimize tax liabilities.  Traditional bank advisors often face limitations with respect to advising and offering a full spectrum of financial options and lack certain legal, insurance, and tax expertise.  We bring together that comprehensive expertise through Union Lending Corporation (private lending), Union Wealth Management Corporation (stock, bond, and fixed income trading), and Union Insurance Brokerage Corporation (life insurance, tax, and estate planning), managed by a team of lawyers, senior commercial bankers, financial analysts, underwriters, lending specialists, insurance advisors, and actuaries.  Our ambition is to be the pre-eminent independent wealth management firm in Canada, delivering sophisticated and comprehensive family office wealth management experiences to our clients.

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