Contact Us! We speak English, Tagalog and Ilocano. Now serving in Alberta, British Columbia, Manitoba, Ontario, Prince Edward Island, Nova Scotia and Saskatchewan.
Professional Affiliations
Real Wealth Manager
Certified Financial Planner
Chartered Investment Manager
Certified Executor Advisor
PLAN
u-ONE Wealth Management stays true to its commitment of serving our clients' interests first. Our sustainability plan, built on genuinely reaching out and empowering YOU, establishes us as your prime trusted choice.
RISK MANAGEMENT
Protecting your life through a combination of Permanent, Term, Critical Illness, and other insurance options can be tailored to suit your needs and goals.
DEBT MANAGEMENT
Getting out of debt is more achievable than you think. With the right guidance and strategy, you can break free from debt and start living a debt-free life.
INVESTMENT
Understanding yourself and learning to plan for a profitable future.
RETIREMENT PLANNING
Put your mind at ease and look forward to a comfortable retirement.
ESTATE PLANNING
A well-organized estate can help reduce taxes and ease the process for your family, leaving behind a lasting legacy.
TAXATION
Plan your taxes wisely with strategies that help keep more of your hard-earned money in your pocket.
WHAT'S NEW AT U-ONE?
WHAT PEOPLE SAY
Rey Robillos Jr.
Professional Engineer
Rey Robillos Jr.
Professional Engineer
“Commitments to my requests are always fulfilled. u-ONE worked tirelessly in providing periodic updates
of my insurance plan/investment and explaining every detail willingly. They respond quickly in every
question whenever I need. Easy to deal with.”
Pastor Joel & Cathy Saladaga
Pastor Joel & Cathy Saladaga
Being one of the
first clients, we can testify to how hard-working, honest, generous and trustworthy advisor u-ONE have.
Our advisor, Alvin was even there to support us during one of the toughest times of our lives when Cathy
was diagnosed with cancer.
Monica R.
Operations Manager
Monica R.
Operations Manager
“Passionate with every task at hand. Their hard work, dedication, brilliance and customer service are
exemplary. Advisor is patient in dealing with client’s concern and inquiry… Very knowledgeable and
explains the policy clearly.”