Unison Financial Solutions inc. Overview
- Headquarters
- Ca
- Website
- linktr.ee
- Industry
- Financial Services
- Employees
- 4
- Founded
- 2016
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Jeffrey Wu, Pl. Fin, Clu® | Financial Planner - Sun Life |
View
|
|
| Julien Valat | Financial Security Advisor | Greater Montreal Metropolitan Area, Canada |
Email
Phone
|
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