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UB Wealth Management Inc.
- Insurance
- Nanaimo, BC
About this business
Our goal is to help people retire wealthier. We help families and businesses accumulate, preserve, protect and transfer their hard earned assets so they do not have to worry about their money while they live a fulfilled life. We provide comprehensive wealth management which includes complete in-house portfolio management of your investments such as TFSA, RRSP, LIRA, LIF, RESP and Investment Accounts. We also provide comprehensive Life, Disability, Critical Illness and Group Benefit Insurance. We get to know our clients, thei... read more
Location details
5275 Rutherford Rd Suite 100, Nanaimo, BC, V9T 5N9, Canada
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 8:30 p.m. | |
| Tue | 8:00 a.m. to 8:30 p.m. | |
| Wed | 8:00 a.m. to 8:30 p.m. | |
| Thu | 8:00 a.m. to 8:30 p.m. | |
| Fri | 8:00 a.m. to 8:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Sarah Dion at UB Wealth Management has been an absolute gift to us. After the loss of my parents, my husband Ian and I didn’t even know where to begin. Sarah met us exactly where we were—with compassion, clarity, and zero judgment. She guided us through an incredible brainstorm session, helping us figure out where we stand and where we want to go. She truly listened to our goals—never once making us feel like we should be aiming for something different or more ambitious. We’re a newly blended family, still recovering from gr... read more
I had the pleasure of working with Sarah & Darren at UB Wealth Management to set up insurance and pension plan options within our corporation. From the very beginning, they took the time to truly listen and understand our company’s long-term goals. Their ability to present tailored options that aligned with our vision was impressive and eye-opening. To say I had no idea of the options available is an understatement. Their depth of knowledge, honesty, and clear communication made the entire process not only informative but em... read more
I’ve been working with Sarah for life insurance, employee benefits, and financial planning, and she has been excellent. She is knowledgeable, professional, and takes the time to understand my needs. She helped me choose the right life insurance policy, design a solid employee benefits plan, and we are creating a personalized financial strategy for my retirement. Highly recommend!
Trust, knowledge, and timeliness are my prerequisites in a wealth manager. After sitting with Sarah Dion for a considerable amount of time, it became quickly apparent that she exceeded my expectations in all three categories. She is smart, curious, and always looking to evolve her understanding of strategic investment in an ever-changing world. I have moved all of my portfolio over to her without hesitation, and she even made herself available one morning at 6:30 AM for last-minute tax-related maneuvering that needed to be d... read more
Sarah Dion is prudent, thorough, deeply knowledgeable and above all else she is easy to work with, talk too, brainstorm with, and makes you feel comfortable when discussing finances.
Frequently asked questions about UB Wealth Management Inc.
How is UB Wealth Management Inc. rated?
UB Wealth Management Inc. has a 5 star rating with 10 reviews.
When is UB Wealth Management Inc. open?
UB Wealth Management Inc. is open now. It will close at 8:30 p.m.
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