UNIPLAN FINANCIAL INVESTMENTS INC.

Overview

Uniplan Financial Investments Inc. operates as a corporation with a focus on providing financial planning services and selecting other advisers for its clients. The firm also engages in insurance brokerage activities, indicating a diverse approach to wealth management. While it does not actively pursue ESG investments, Uniplan Financial Investments Inc. is recognized as a capital allocator, which suggests a strategic approach to managing client assets. The firm employs a fee structure that includes hourly charges, fixed fees, and other arrangements, allowing for flexibility in its service offerings.

Assets & Accounts

Investments & Alternatives

Location & Offices