The Unified Advisory Group Team
Welcome to Unified Advisory Group
Unified Advisory Group has been helping successful individuals and families realize their goals since 1987.
Our clients benefit from personalized wealth strategies built for today’s markets through our team-oriented, results-based approach.
Make smart decisions about money
We offer complete financial solutions for clients with complexity, business owners, and those who value working with a professional team of experts.
Reduce taxes over your lifetime
We love to put our accounting roots to work with advanced tax planning and tax-efficient investment strategies.
Protect your family and support your community
We can help you with the risks that still exist even after you think you’ve thought of everything. From insurance solutions to asset protection to estate planning, we’ve got you covered.
THE ADVANTAGE OF WEALTH MANAGEMENT ADVICE
A Few Interesting Facts
Assante ranks highest in investor satisfaction in J.D. Power's Canada Full-Service Investor Satisfaction Study.
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Households that worked with an advisor for 15 years or more have 2.73 times more assets.
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Advised households save twice the rate as passive non-advised households.
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Lynley Schwartzentruber CFP®
Senior Wealth Advisor
Christian Battistelli CFP®
Senior Wealth Advisor
Mike Gomes CFP®
Senior Wealth Advisor
Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Catherine Jones BBM, CDFA, CFP®
Senior Financial Advisor
Main Office Address
UAG proudly serves clients across Canada. We are available by phone, email, or video, and are flexible to meet clients in-person wherever is convenient - between Waterloo and Bowmanville. Just let us know what works best for you!
780 King Street East, 1st Floor
Cambridge ON
N3H 3N9 Canada
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519.746.1397
905.201.7522
905.201.0621
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www.ciro.ca
Christian Battistelli CFP®
Senior Wealth Advisor
Catherine Jones BBM, CDFA, CFP®
Senior Financial Advisor
Mike Gomes CFP®
Senior Wealth Advisor
Stephen Jones CPA, CA, CFP®
Senior Financial Advisor
Lynley Schwartzentruber CFP®
Senior Wealth Advisor
Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party.
Assante Financial Management Ltd. is a Member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund (excluding Quebec).
© 2022 CI Assante Wealth Management. All Rights Reserved.