u-ONE Wealth Management Corp. Ltd.
Investment Management
Ca
6 employees
- Employees
- 6
u-ONE Wealth Management Corp. Ltd. Overview
- Headquarters
- Ca
- Website
- uonewealth.com
- Industry
- Investment Management
- Employees
- 6
- Founded
- 2018
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
About u-ONE Wealth Management Corp. Ltd.
u-ONE Wealth Management Corp. Ltd. is an insurance brokerage and financial consultancy company. It was established in 2018 by a group of accomplished individuals with proven track records in various modern industries. As professionals guided by the principle of diligently serving the public, we vested our skills and knowledge in recommending solutions on life’s risks and wealth management. Strengthening financial literacy of everyone has been the major goal of the company. Our present society displays complex mix of generations of people with different views in handling life securities, family preservation and career building. This makes each living individual a client that seeks services from our company. Our mission is to deliver cost-effective solutions for financial and insurance services. We want to keep it simple and timely for the client’s personal needs. Our company lives to its attitude in serving each life’s interest first. Consequently, our sustainability plan in genuinely reaching out and empowering of clients, brands our company as their prime trusted choice.
u-ONE Wealth Management Corp. Ltd. Contact Details
- People in AeroLeads
- 4
u-ONE Wealth Management Corp. Ltd. Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Celia Fortaleza |
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| Alvin Fernandez, Cfp, Rwm, Cea | Senior Financial Planner | Winnipeg, Manitoba, Canada |
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| Patrick Yasay, Rwm ™, Cdaa | Breaking Traditional Patterns! ⚡️ |
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| Dave Joseph Balatbat | Client Relations - Financial Services | Winnipeg, Manitoba, Canada |
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Employees by Management Level
Individual contributor
2 profiles
Senior / Lead
1 profile
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