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UB Wealth Management Inc.
- Insurance
- Nanaimo, BC
About this business
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 and Darren are an absolute pleasure to work with. They consistently go above and beyond, demonstrating a high level of professionalism while genuinely caring about their clients. During our meeting to discuss my life insurance plan, they were extremely knowledgeable and guided me through all the details clearly and efficiently. At the same time, they made sure the process never felt rushed, ensuring I fully understood my options and felt confident in my decisions. Highly recommend Sarah and Darren!
Sarah is amazing to work with. So much knowledge, loves what she does which makes the process enjoyable. Its always great working with Sarah. Highly recommend !!!
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!
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 12 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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