Investment Management

What is Investment Management?

There are several reasons why someone might want to invest their money. For you it may be to save in case of an emergency, for a child’s education, for retirement, or all of the above. Whatever the reason it is important to make the right decisions about where your money goes. We can help you compare the benefits of various investment accounts (i.e. RRSP vs. TFSA) to determine which are right for you.

At Unity Financial we commit to:

1. Educating you on various investment products available
2. Giving you an understanding of the various levels of risk
3. Tracking the progress of your plan over time
4. Suggesting adjustments as your financial needs change

Why Choose Unity?

We have partnerships with some of the largest investment companies in the world, which gives us access to a wide variety of products that allow us to create a plan specific to your goals and level of risk.

If you’re looking for help with your investments, we would love to chat.