Our mission: To provide Canadians with a
one-stop-shop for universal, business, investment, real estate, and consulting services, empowering them to
make informed decisions and achieve their financial goals.
Our vision: To be the leading provider of comprehensive financial and business services in Canada.
Our values: Integrity, transparency, innovation, and client focus.
Our universal services provide a holistic approach to financial planning and business growth. We work
closely with our clients to understand their unique needs, goals, and circumstances, and develop
customized strategies that span multiple industries and sectors. Our expert team offers insights and
expertise in areas such as:
Holistic financial planning
Cross-sector industry analysis
Strategic business planning
Risk management and mitigation
Diversification and asset allocation
Our business services are designed to help Canadian
companies optimize their operations, improve efficiency, and achieve sustainable growth. Our team of
experienced professionals offers a range of services, including:
Business planning and strategy
development
Market research and analysis
Operational optimization and management
Organizational structure and design
Mergers and acquisitions (M&A) advisory
Exit planning and succession strategies
Our investment services are tailored to help Canadian
investors build and manage successful portfolios. We provide expert guidance and support in areas such
as:
Portfolio management
Risk assessment and mitigation
Investment opportunities and due diligence
Retirement planning and wealth preservation
Tax-efficient investing
Refunds & Payouts: Competitive and transparent refund and payout policies for investment
services
"I have been working with CanInvest Universal for the past two years, and I couldn't be happier with the results. As a small business owner, I was struggling to manage my finances and investments while also growing my company. The team at CanInvest Universal took the time to understand my unique situation and provided a tailored, universal approach that has been nothing short of transformative. Their expertise in business, investment, and real estate services has helped me diversify my portfolio, optimize my operations, and achieve significant growth. I have complete confidence in their ability to help me achieve my long-term financial goals. I would highly recommend CanInvest Universal to any Canadian business owner looking to take their finances and investments to the next level."