Simplifying and enhancing the lives of our clients by providing integrated wealth management and life management solutions that are tailored to each client’s unique objectives.

Be Well-Informed…

Wealth Matters Live January 19, 2012

Please join us for the first quarter edition of Wealth Matters Live on Thursday, February 2 at 11 a.m. (PST) Our session will begin with an insightful discussion on a timely wealth planning topic. Brent Steele, Regional Vice-President of Wealth Planning for United Financial, will provide you with tax splitting and other valuable savings information that [...]

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What to expect in the New Year January 13, 2012

Happy New Year! We wish you and your family a healthy and joyful 2012. It is hard to predict what will happen in 2012. History has told us that those who attempt to forecast the future usually fail. Our best judgment is that uncertainties in Europe will persist for longer than most people had anticipated. [...]

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