Unison Financial Solutions inc.
Company

Unison Financial Solutions inc.

Financial Services Ca 4 employees
Employees
4
Contacts
1
Emails
1
Phones
1

Unison Financial Solutions inc. Overview

Headquarters
Ca
Website
linktr.ee
Industry
Financial Services
Employees
4
Founded
2016
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About Unison Financial Solutions inc.

We’re in the business of taking care of people. We provide holistic financial planning, wealth management and insurance strategies for successful business owners and professionals. By putting a plan in place and supporting you in every way we can, we enable you to continue focusing on what you do best. We are also a group benefits and retirement plans brokerage/consultancy that puts people first. We help businesses go beyond the insurance and retirement plans to truly invest in the well-being of their people, ultimately leading to improved engagement, performance, and business outcomes. We mainly work with small & medium size corporations with 3 to 250 employees in high growth and innovative industries. We leverage digital tools extensively and aim to provide an efficient yet intimate digital experience for all. About us: https://linktr.ee/unisonfinancialsolutions Jeffrey and his associates are licensed to practise in QC, ON & BC in Canada.

Unison Financial Solutions inc. Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

Unison Financial Solutions inc. Org Chart

Sample employees and titles
Name Title Contact
Jeffrey Wu, Pl. Fin, Clu® Financial Planner - Sun Life
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Julien Valat Financial Security Advisor
Email Phone

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