UBC is an energetic and dynamic company that provides leading financial & estate planning products and services. Our company comprises several divisions led by highly qualified professionals in investment, risk management, and estate planning, respectively. We are continuing to develop and nurture a young generation of consultants to serve the growing market demand in personal wealth management and estate planning. We strongly believe that excellent customer service and giving sound and appropriate financial advice to our clients are uncompromising goals. We have run our business successfully under this philosophy since our founding in 2002.
UBC is an energetic and dynamic company that provides leading financial & estate planning products and services. Our company comprises several divisions led by highly qualified professionals in investment, risk management, and estate planning, respectively. We are continuing to develop and nurture a young generation of consultants to serve the growing market demand in personal wealth management and estate planning. We strongly believe that excellent customer service and giving sound and appropriate financial advice to our clients are uncompromising goals. We have run our business successfully under this philosophy since our founding in 2002.