Unity Financial

Q: What is Unity Financial's official website?

Unity Financial's official website is www.unityfinancial.ca

Q: What is Unity Financial's Revenue?

Unity Financial's revenue is <$5 Million

Q: What is Unity Financial's NAICS code?

Unity Financial's NAICS: 52,523

Q: How many employees does Unity Financial have?

Unity Financial has 1-10 employees

Q: What industry does Unity Financial belong to?

Unity Financial is in the industry of: Finance , Insurance , Securities Trading

Q: What is Unity Financial competition?

Unity Financial top competitors include: The Watt Group , Investment Planning Counsel , Jack Lumsden , Kudsia Leith Sanchez

Q: What technology does Unity Financial use?

Some of the popular technologies that Unity Financial uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization

Q: How do I contact Unity Financial?

Unity Financial contact info: Phone number: (519) 476-7476 Website: www.unityfinancial.ca

Q: What does Unity Financial do?

Unity Financial Inc. is a financial planning and investment firm headquartered in London, Ontario. The company provides holistic financial planning services, including investment management, risk management, budgeting, debt management, taxation strategies, and estate and succession planning. It serves individuals, families, farm operations, and sma... ll business owners. The firm delivers its services through a collaborative advisory model, offering insurance products, segregated fund policies, and mutual funds via referral arrangements through Quadrus Investment Services Ltd. Its advisors hold LLQP and Mutual Fund licenses, with some maintaining the Certified Financial Planner designation. Read More

Q: Is Unity Financial a public company?

Unity Financial is private company therefore does not currently have an official ticker symbol

Finance · Canada · 1-10 Employees

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Overview

Headquarters

92 Saxonville Crt, Strathroy, Ontario, N...

Phone Number

(519) 476-7476

Website

www.unityfinancial.ca

Revenue

<$5 Million

Industry

Finance

Insurance

Securities Trading

About Unity Financial

Unity Financial Inc. is a financial planning and investment firm headquartered in London, Ontario. The company provides holistic financial planning services, including investment management, risk management, budgeting, debt management, taxation strategies, and estate and succession planning. It serves individuals, families, farm operations, and small business owners. The firm delivers its services through a collaborative advisory model, offering insurance products, segregated fund policies, and mutual funds via referral arrangements through Quadrus Investment Services Ltd. Its advisors hold LLQP and Mutual Fund licenses, with some maintaining the Certified Financial Planner designation.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Unity Financial Org Chart

Phone

Martin Jenn

Financial Security Advisor

Phone

Support Advisor & Associate

Phone

Financial Advisor & Investment Representative

Phone

Financial Planner & Investment Representative

Phone

Support Advisor & Associate

Phone

Financial Planner & Investment Representative

Phone

Co-owner and Advisor Support Associate

Phone

Support Advisor & Associate

Phone

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Martin JennFinancial Security Advisor

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Kudsia Leith Sanchez

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Rajeev KudsiaSenior Financial Advisor

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Unity Financial Tech Stack

A closer look at the technologies used by Unity Financial

PHP

Cloudflare Website Optimization

Cloudflare

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Frequently Asked Questions Regarding Unity Financial

What is Unity Financial's official website?

Unity Financial's official website is www.unityfinancial.ca

What is Unity Financial's Revenue?

Unity Financial's revenue is <$5 Million

What is Unity Financial's SIC code?

Unity Financial's SIC: 62,628

What is Unity Financial's NAICS code?

Unity Financial's NAICS: 52,523

How many employees does Unity Financial have?

Unity Financial has 1-10 employees

What industry does Unity Financial belong to?

Unity Financial is in the industry of: Finance, Insurance, Securities Trading

What is Unity Financial competition?

Unity Financial top competitors include: The Watt Group, Investment Planning Counsel, Jack Lumsden, Kudsia Leith Sanchez

What technology does Unity Financial use?

Some of the popular technologies that Unity Financial uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization

How do I contact Unity Financial?

Unity Financial contact info: Phone number: (519) 476-7476 Website: www.unityfinancial.ca

What does Unity Financial do?

Is Unity Financial a public company?

Unity Financial is private company therefore does not currently have an official ticker symbol

See more information about Unity Financial

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