A complete list of active advisors currently associated with Uniplan Financial Investments Inc.

Warmer can help you find a great advisor at Uniplan Financial Investments Inc. or one who fits your needs even better.

Uniplan Financial Investments provides financial planning and consulting primarily to individual and high‑net‑worth clients and acts as a solicitor that refers client assets to third‑party money managers. The firm delivers written financial plans and ongoing liaison services — including investment, tax, estate and insurance reviews — but does not custody or directly manage client assets. The firm’s advice is customized through documented investment objectives and use of fundamental, technical and cyclical analysis, and each client typically executes an investment policy or risk‑tolerance form; the firm does not exercise discretionary trading authority over client accounts. When clients are placed with third‑party managers, Uniplan reviews custodial statements quarterly and provides ongoing client support while the external manager implements portfolio decisions. Notable differences from many peers include a disclosed solicitor agreement with an external registered adviser and a business model that relies on hourly or flat planning fees and solicitor compensation rather than charging percentage‑of‑assets advisory fees. The firm’s president maintains an active, licensed insurance practice that consumes more than half his time and that may produce insurance commissions for products recommended to clients; that relationship and the resulting conflicts are disclosed in the brochure.

To learn more about the advisors currently working at Uniplan Financial Investments Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.