What got you here won’t take you there.

We’re specialists in using insurance as part of business succession, estate and tax planning. We collaborate with accountants, investment advisors and family offices to support their high net-worth clients in our specific domains. We have a team of advisors, an actuary, a CFA and operations staff to design and execute even the most complex planning now and decades into the future.

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Uniting your vision with our expertise.

With deep industry expertise and a commitment to understanding your needs, we provide clarity, confidence, and peace of mind. Whether you’re protecting loved ones, planning for retirement, or ensuring your business’s legacy, we are here to guide you every step of the way.

Service List

Tax and Estate Planning

Group Pension & Insurance

Financial Planning

Why Work With Us

Expertise

We are experts in financial planning using life insurance, the products and carriers in the Canadian insurance market and the ways life insurance can best be used within Canada’s tax rules. We know that insurance is just one of many options a client can use to pursue their goals and educate accordingly. We take complicated products and complex financial situations and make them easier to understand as a part of an overall financial picture.

Personalized Strategies

At Unity we don’t simply sell products. We work with clients to understand their situations and create informed solutions. We use education and detailed financial modelling to support clients in making important decisions for their businesses and families. Each situation is unique and requires nuance and strategic thinking.

Project Management

Our process starts with understanding the client. But it also involves financial analysis, product analysis, medical & financial underwriting and finally policy placement. We have an ongoing annual service process to ensure your portfolio of coverage is managed well. We have the team in place to execute the simplest solutions up to multi-decade succession plans.

Collaboration

We work with the key advisors in our clients’ lives – accountants, investment advisors, lawyers – to execute planning that is harmonious with the rest of clients’ financial picture. Too often, insurance advisors avoid involving other experts, out of fear it may cast doubt on a recommendation. We welcome this collaboration, as it we know that many experts working together creates a better outcome for our clients.

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What got you here, won’t take you there.

Our clients are leaders in their industries and communities. They work with us because they want to build beyond their current success, to propel their business and family finances to a higher level. Unity delivers cutting-edge, innovative solutions that not only safeguard you today, but prepare you for a future filled with possibilities.

Business Owners

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Family Offices

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Are you a Financial Advisor looking for cutting-edge insurance solutions that will enhance your service offerings to your clients? Let’s Connect.

We can help you protect your wealth.

Book a Consultation

Testimonials

Working with Unity has been such a positive and reassuring experience for our family. When we first started thinking about estate and succession planning, we knew it was important, but we honestly didn’t know where to begin. The process felt overwhelming, and we weren’t sure what questions to ask or what steps we should be taking. The team at Unity took the time to truly understand our family, our farm, our goals, and what mattered most to us. Their kind and caring approach made a complicated process feel much more manageable. They walked us through financial projections in a way that was clear and easy to understand and helped us start putting the right pieces in place for our future planning. What stood out most was how genuine and thoughtful the team was. We never felt rushed or pressured. Instead, we felt heard, supported, and guided by people who really cared about helping our family make informed decisions for the future. We are grateful for Unity’s guidance and would highly recommend them to any family who is starting to think about estate planning, succession planning, or simply wants a clearer picture of their financial future.

— Southern Alberta family farm with pedigreed seed and cattle operations

The Unity team’s approach to farm succession planning stood out for its intentionally collaborative structure, bringing all advisors—accounting, tax, legal, etc.—together early to ensure aligned, informed decision‑making. With using applicable planning tools, this coordinated approach uncovered value beyond basic succession, improving tax efficiency, strengthening governance, aligning generations, and delivering a clear, executable plan for all parties involved.

— CPA, Western Manitoba

As new parents and busy farmers, working with Unity gave us peace of mind during a really important stage of life. With so much on the go, it was helpful to have a team that made the process feel simple, clear, and manageable. Unity helped us put term life insurance in place to protect our family and guided us through setting up an RESP for our new baby. They took the time to explain our options, answer our questions, and make sure we felt confident in the decisions we were making. We are grateful for their support and would recommend Unity to other young families who are looking to protect what they’re building and start planning for the future.

— Sheep and grain producers, Southern Alberta

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