Customized Wealth Management

I offer both a transaction based approach as well as a comprehensive fee based approach.  Depending on your style or how many services you need, I look to what is right for you.

Along with account choice, I wish to bring together the resources required to provide you a tailor-made, seamless approach to integrated financial management solutions.

Comprehensive Approach to Your Complete Financial Situation

I can provide a vast array of expertise you need to meet your goals.  From my recommended list of lawyers and accountants, to insurance and estate planners, I can help you address all your tax, estate, insurance, philanthropic and business succession planning needs.  I can also augment my services with any or all of your existing team; an a la carte approach if preferred.

Exclusive Opportunities

Through Union, our insight and knowledge can provide opportunities of every shape and size, from private equity to real estate, as well as other structured and alternative investments

Access to Traditional Investments

I am able to connect and guide you with investments from Government and corporate bonds to preferred shares; Canadian, U.S., and International equities; mutual funds, exchange traded funds and options, among others.

Access to New Issues and Deal Flow

Union Securities Ltd. leverages its close relationship with Union Securities Capital markets to provide access to corporate and investment banking, including new financing to IPO’s.

Secure Online Access: Keeping You Informed

At Union Securities, we believe that empowerment and access to information strengthens the communication and relationship you have with your
Investment Advisor. Our mandate is to deliver personalized, accurate and timely information 24 hours a day, 7 days a week, anywhere you can access the internet.