Union Wealth Management™ was created to provide investors with access to a wide range of investment opportunities to optimize their ability to meet their financial objectives and manage their investment risks more effectively.
why choose union wealth management?
We are independent, with access to a wide variety of investment opportunities.
If your investment advisor is with a national or bank-owned dealer, the scope of investment options offered to you may be limited, depending on firm policy. For instance, advisors may be restricted in making investments in alternative investments including private loans, Mortgage Investment Corporations, or certain private equity opportunities.
Further, bank advisors are often disincentivized from providing advice regarding alternative investment product that reduce their personal assets under management as that reduces the fees they can charge you. These limitations do not provide the right conditions to ensure you receive the best service or advice. More specifically, it does not enable you see or obtain access to all potential investment opportunities in the market.
Union Wealth Management™ was created to provide investors with awareness and access to a broader range of investments to give you the greatest opportunity to maximize your wealth. By managing your complete investment portfolio, we are able to efficiently move your capital between these various asset categories to minimize idle cash and ensure your money is always working for you.
Along with Union Insurance Brokerage™, Union Financial is able to provide you with comprehensive life insurance and tax planning to protect your wealth, your family, and your estate.
YOUR CUSTODIAN
Managed account clients will have their public investments custodied with Fidelity Clearing Canada (“FCC”). FCC also executes all of our transactions in publicly traded, stocks, bonds and other types of fixed income products.
FCC is the Canadian subsidiary of Fidelity Investments, a privately-owned investment firm headquartered in Boston, Massachusetts, the third-largest asset manager in the world with over 43 million individual investors.
FCC’s platform, uniFide™, is a renowned financial digitized platform. In addition to uniFide™, Union Wealth Management™ has licensed exceptional complementary financial software available to ensure our clients receive an exceptional customer service experience.
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.