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u-ONE Wealth Management Corp. Ltd. is an insurance brokerage and financial consultancy company. It was established in 2018 by a group of accomplished individuals with proven track records in various modern industries. As professionals guided by the principle of diligently serving the public, we vested our skills and knowledge in recommending solutions on life’s risks and wealth management. Strengthening financial literacy of everyone has been the major goal of the company.

 

Our present society displays complex mix of generations of people with different views in handling life securities, family preservation and career building. This makes each living individual a client that seeks services from our company. Our mission is to deliver cost-effective solutions for financial and insurance services.  We want to keep it simple and timely for the client’s personal needs.

 

Our company lives to its attitude in serving each life’s interest first. Consequently, our sustainability plan in genuinely reaching out and empowering of clients, brands our company as their prime trusted choice.

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Registered with:

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Office of the Superintendent of Insurance

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meet the TEAM

We’d like to introduce you to the Pillars of u-ONE Wealth Management 

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Camille Batara, P.Eng.

Chief Technology & Marketing Officer

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Chief Sales & Product Officer

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Patrick Yasay, RWM, CDAA

Lourdes Fernandez

Executive Secretary

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Melissa Pasahol, EIT, RWM

Chief Executive Officer

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Gerard Batara, P.Eng., MBA

Chief Operating & Human Resources Officer 

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Alvin Fernandez, CFP, RWM, CEA

Chief Financial & Compliance Officer

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