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: May 2nd at 11am April 24, 2012

Through our relationships with some of the most seasoned and respected portfolio managers in Canada and around the world, the Wealth Matters (formerly The Game Plan) webcasts give participants regular access to valuable insights and expertise directly from the teams managing the United Financial portfolio solutions. Investments are just one element of the comprehensive range [...]

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Portfolio Construction: How does inflation affect you? March 14, 2012

Global stock markets rallied broadly in February amid better-than-expected job growth in the United States, loosened monetary policy in China, and increased commitment by European leaders to resolve the region’s sovereign debt problem. While we welcome these developments, we are also cautious because market sentiment can quickly change. What is more reliable in explaining investment [...]

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