Company Profile

History

UniWealth Financial Group is one of the fastest growing insurance agencies in Canada. The company was incorporated in 2000 in Vancouver, BC. In year 2015, we have established our second company, UniWealth Financial Management Inc to service the not just the local families, but also the families immigrate to Canada. Through our Professional team, we help families get financial security and reach their long term goal and retire wealthy.


Multiculturalism spirit

The total number of agents in Uniwealth Financial Group continues to increase. The agents originate from places all over the world - Hong Kong, Taiwan, China, Malaysia, Brunei. They have brought with them diverse talents, languages and skills. And because of this, UniWealth Financial can extend their services to a population of diversified ethnic backgrounds and their clients always enjoy a warm and close feeling. UniWealth Financail truly manifests Canada's multiculturalism spirit.


Service Partners

Through our affiliations, Uniwealth Financial Group has been delivering outstanding services to our clients with a number of the largest financial services companies such as IA Financial Group, Manulife Financial, Sun Life Financial, Canada Life, Forester Financial, Assumption Life, Equitable Life, SSQ Insurance, RBC Insurance, BMO insurance, Ivari and etc. The RESP Branch with Heritage Education Funds Inc. was set up in 2002. Through out the completed financial solution provide to UniWealth Financial Group’s Clients, our financial advisors have been able to help thousands of families lay down sound and efficient education plans for their children, retirement plans and protection plans for their families.

OUR TEAM

Ginny Lin CEO, UniWealth Financial Group/ UniWealth Financial Management
Agency Director, Heritage Education Funds Inc.

Jacky Liu Senior Marketing Director, UniWealth Financial Management
Sales Manager, Heritage Education Funds Inc.

Annie Chu Marketing Director, UniWealth Financial Management
Sales Manager, Heritage Education Funds Inc.

Jessica Leung Marketing Director, UniWealth Financial Management
Dealing Representative, Heritage Education Funds Inc.

Robbie Ma Marketing Director, UniWealth Financial Management
Dealing Representative, Heritage Education Funds Inc

Benjamin Tsang Senior Advisor, UniWealth Financial Management
Dealing Representative, Heritage Education Funds Inc.

Michelle Huang Seniro Advisor, UniWealth Financial Management
Dealing Representative, Heritage Education Funds Inc.

Raymond Lee Senior Advisor, UniWealth Financial Management
Dealing Representative, Heritage Education Funds Inc.

Bobby Yang Senior Advisor, UniWealth Financial Management
Dealing Representative, Heritage Education Funds Inc.

Jimmy Heart Wu Senior Advisor, UniWealth Financial Management
Dealing Representative, Heritage Education Funds Inc.

Anny Wang Seniro Advisor, UniWealth Financial Management
 

Alice Hongjian Zhao Senior Advisor, UniWealth Financial Management
Dealing Representative, Heritage Education Funds Inc.

Anny Yang Senior Financial Advisor, UniWealth Financial Management
Dealing Representative, Heritage Education Funds Inc.

Cindy Tsai Business Development Manager
Senior Financial Advisor, UniWealth Financial Management

Lina So Senior Financial Advisor, UniWealth Financial Management
 

Cathy Chu Senior Financial Advisor, UniWealth Financial Management
 

Michelle Jing Yu Senior Financial Advisor, UniWealth Financial Management
 

Joey Lo Senior Financial Advisor, UniWealth Financial Management
 

Linda Zhong Dealing Representative, Heritage Education Funds Inc.
 

Susana Wong Dealing Representative, Heritage Education Funds Inc.
 

Kate Lin Dealing Representative, Heritage Education Funds Inc.
 

Nancy Zhang Dealing Representative, Heritage Education Funds Inc.
 

Somina Sui Man Kan Dealing Representative, Heritage Education Funds Inc.
 

Paige Pei-Chun Lai Financial Advisor, UniWealth Financial Management
 

Michael Deng Ping Yang Senior Financial Advisor, UniWealth Financial Management
 

Song Za Kang Senior Financial Advisor, UniWealth Financial Management
 

Eva Wei Hwa Hu Senior Financial Advisor, UniWealth Financial Management
 

Justin Kai Sharn Hee Senior Financial Advisor, UniWealth Financial Management
 

Paul Sau See Leung Financial Advisor, UniWealth Financial Management
 

Melody Shih Yen Cheng Senior Financial Advisor, UniWealth Financial Management
 

Vanessa Wong Business Operating Manger, UniWealth Financial Management
 

Our Office

Our Vision

To be one of the leading financial institutions in Canada, through our powerful and unique business model and the twin approach business concept.