Portfolio Management
Our team of investment advisors, analysts, and specialists in alternative investments provide our investors with investment options and advice to maximize and preserve wealth.
The Union Financial group of companies comprises three businesses that work cohesively for the benefit of its clients:
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Union Wealth Management Corporation is a Portfolio Manager, Investment Fund Manager, and Exempt Market Dealer registered in Alberta. It provides discretionary investment management services to high net-worth individuals and families. The firm also distributes units of the Union Financial alternative income funds and syndicate mortgages on a non-discretionary basis. As an Investment Fund Manager, Union Wealth Management also administers and manages the Union Financial alternative income funds.
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Union Lending Corporation sources, underwrites, and administers private lending opportunities for third party investors and the Union Financial funds.
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Union Insurance Brokerage Corporation is a licensed insurance broker that advises on and sells comprehensive life insurance solutions including life and critical accident insurance.
Through Unity, Properity. Per Unitatem, Prosperita.
Through Unity, Properity. Per Unitatem, Prosperita.
DISCLAIMER
Union Wealth Management™ is a trade name for Union Wealth Management Corporation, a Portfolio Manager, Exempt Market Dealer and Investment Fund Manager registered in the province of Alberta. This site is only directed to persons within that province. Union Wealth Management provides discretionary investment management services and distributes units of the Union Financial Funds on a non-discretionary basis. The information provided in this site is for general information purposes only and is not intended to be a solicitation as such information does not consider the reader’s specific circumstances. Important information about the Funds described in this site are contained in their respective Offering Documents, which should be read carefully before investing. Any third-party information provided herein (including any technical information) has been obtained from sources believed to be accurate but cannot be guaranteed. The information on this website is current as of the date of publication and Union Wealth Management does not undertake to advise the reader of any changes.