CanInvest Universal stands out due to our universal approach, which combines expertise across multiple industries and service areas. Our team works collaboratively to provide tailored, comprehensive solutions that cater to the unique needs of each client. Additionally, our commitment to client satisfaction and transparency sets us apart.

CanInvest Universal is committed to protecting the confidentiality and security of our clients' information. We maintain robust security measures, including encryption, secure data storage, and strict access controls. Our team is trained on data protection best practices, and we comply with all relevant regulations, such as the Personal Information Protection and Electronic Documents Act (PIPEDA).

Our pricing structure varies depending on the service and the complexity of the client's needs. We offer a range of fee structures, including:
Hourly rates
Flat fees for specific services
Performance-based fees for investment services
Retainer agreements for ongoing consulting services
We provide transparent and competitive pricing, and our team will work with you to determine the most appropriate fee structure for your needs.

Yes, we offer complimentary initial consultations to understand your unique needs and goals. During this consultation, we can discuss our services and determine the best approach for your situation. However, please note that in-depth assessments or detailed service proposals may incur a fee.

Our refund and payout policies are competitive and transparent. For investment services, we typically offer:
Refunds for unused management fees
Payouts for realized gains and dividends, in accordance with the client's investment objectives and the terms of the investment agreement
Please contact our team for more details on our specific refund and payout policies.