About Us
At Unity Financial Services, our aim is to distinguish ourselves as a leading entity in the Canadian Financial Sector through the provision of friendly and expert services at competitive rates. We take pride in the meaningful contributions of our tax accountants, financial advisors, and investment advisors who are committed to understanding your needs and providing tailored financial solutions. Our financial experts stay informed about the latest regulations and market services to optimize solutions based on your specific financial requirements.
100% Canadian Owned and Operated
It might be assumed that financial service providers catering to Canadians would be Canadian-owned, yet two out of the three major financial service companies are actually U.S.-owned. As one of the three largest financial service firms in Canada, Unity Financial Services takes pride in being entirely Canadian-owned and operated.
With a decade of experience, Unity Financial Services has been dedicated to serving Canadians. Presently, we offer over 10 convenient locations across Canada to address your tax preparation and financial planning requirements.
Our Financial Experts Make the Difference
Integrity
Providing both organizational and personal integrity towards our customers.
Team Work
Strong cohesive group between employees and customers.
Knowledge
Staying up-to-date with government policies and changes.
Technology
Upgrading to the newest technologies and softwares.
Cutting-Edge
Striving to provide advanced services and products.
OUR GUARANTEE
Our Accuracy is Guaranteed for Life
To guarantee the precision of your return, Unity Financial Services professionals utilize a stringent safeguard system, carefully reviewing each return for errors. However, we cannot accept responsibility for any additional taxes incurred, as such liabilities fall on the taxpayer. It is essential to provide us with all pertinent information for the accurate preparation of your tax return.
When making RRSP contributions, ensure compliance with your RRSP limits. Confirm that, in the context of your personal income tax return, you have disclosed all worldwide gross income and property dispositions. Verify the legitimacy of all presented expenses in relation to business or property references, ensuring supporting vouchers for all expenditures are available.
In the event of an audit of your income tax return, Unity Financial Services will assist you throughout the process at every step.
