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Company overview

Unitatis Wealth Group excels in managing wealth across generations, by providing comprehensive financial planning, personal or enterprise. The developed economy, abundant resources, and stable political and social environment in North America have attracted wealth from all over the world. Our expertise lies in providing customized, integrated wealth management strategies with your vision in mind, and ensuring family legacy for generations.

Unitatis Wealth Group prides itself with a team of experienced lawyers, accountants and financial professionals. Partnering with Canadian top family offices, our transnational wealth consulting management team strives to safeguard your generational wealth transition.

Our mission

Our renowned coaching programs will allow you to:

  • Work fewer hours — and make more money
  • Attract and retain quality, high-paying customers
  • Manage your time so you’ll get more done in less time
  • Hone sharp leadership skills to manage your team
  • Cut expenses without sacrificing quality
  • Automate your business, so you can leave for days, weeks, or even months at a time

Our Core Team

Looking for a First-Class Financial Consultant?