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Welcome to our Investments Section!

To serve you better, we kindly encourage you to complete this form.
It will help us efficiently track and manage your referrals.

I authorize u-One Wealth Management Corp. Ltd. and its affiliated entities to collect and use my personal information provided in this form and to communicate it to its representatives and partners in the distribution of its products and services or to any other relevant third party, in order to contact me and follow up on my request.

Please know that we protect the confidentiality of your personal information. To learn more, please review our Privacy Notice .

By submitting this form, you agree to receive emails or other electronic messages from u-One Wealth Management Corp. Ltd. about its products and services.

Thank you, we have received your submission. You can now proceed to explore or apply for the products via the links available in this tab. For urgent inquiries or applications, please contact us directly: (431) 441-0989

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Guaranteed Investments

Guaranteed Interest Funds (GIFs) are like Guaranteed Investment Certificates (GICs) but also offer added benefits, such as quick death settlement and potential creditor protection, at no extra cost.

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For product applications or inquiries, please contact your u-ONE Wealth advisor.

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Segregated Funds

Segregated funds are investments that consist of equities, bonds, or money market securities. While they share similarities with mutual funds, their key advantage lies in the guarantees they provide, which safeguard the invested amounts from market downturns.

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  • Registered Education Savings Plan (RESP)

  • Tax-Free First Home Savings Account (FHSA)

  • Tax-Free Savings Account (TFSA)

  • Registered Retirement Savings Plan (RRSP)

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For product applications or inquiries, please contact your u-ONE Wealth advisor.

Low-Cost Exchange-Traded Fund (ETF)

As a referral partner with u-One Wealth Management, ModernAdvisor collaborates with advisors to offer tailored portfolio management solutions for your long-term investing goals.

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