UB Wealth Management

11/01/2024

11/01/2024

For women in business in the Nanaimo area, if you are interested in hearing about lending programs specific to women in business, please come listen to Nadine Shemilt speak Nov 6. See you there!

09/12/2024

Thank you for your support at our event last night. We have received terrific feedback and you could really feel the positive energy in the room!

Thank you to UB Wealth Management, our partners and presenters Manulife, BDC, Ryan Davies, and James MacIntyre. And to our wonderful hosts the Nanaimo Golf Club.

If you have any feedback, please feel free to reach out. We look forward to hearing from you!

12/01/2022

More pictures from the event Investing & Protecting for Women, By Women...

12/01/2022

A big thank you to everyone who came out to the event last week. Women gathered from across different industries to share knowledge, to laugh, to enjoy some charcuterie and wine while making some new connections and friends. Thank you Driven Agencies for the great space to host the event! Thank you to the presenters: Nicole Bartlett from Driven Agencies, Kristi Klassen from Kristi Klassen Chartered Professional Accountant and Sarah Dion from UB Wealth Management (unfortunately we missed out on Joan Chuakay's presentation since she was down with the flu!).

11/01/2022

‼️SAVE THE DATE‼️

Protecting & Investing - For Women, By Women Event

🗓️ Thursday, November 24th
🕠 5-7 PM
📍 Driven Agencies - 103-6551 Aulds Rd. Nanaimo, BC

🍷🥂☕️ Beverages, 🧀 Charcuterie Board, 🥒🥕Veggie Platter to serve.

Reach out if you have any questions or if you would like to attend!

10/28/2022

5 year GIC ➡️ 5.10% !!!

09/14/2022

Meet the Team!

Joan Chuakay, BKin, Licensed Mortgage Broker

Joan comes from a strong customer-focused background, while making authentic connections with each interaction. Joan prides herself in her core values – loyalty, integrity, and dependability, and thrives in a fast-paced environment. In all pursuits, Joan strives to develop long-lasting relationships, while providing peace of mind with her transparent and efficient communication. She continues to provide administrative support on an on-going basis while developing her book of business as a Licensed Mortgage Broker. Leading with honesty, Joan emphasizes on creating a solid foundation to do great business together.

09/14/2022

Meet the Team!

Sarah L. Dion, BBA.

An Investment Advisor with Aligned Capital Partners Inc. and specializing in personal and corporate insurance solutions, Sarah graduated as co-valedictorian from Vancouver Island University with a Bachelor in Business Administration (Finance). Sarah collaborates with clients on life goals and creates financial road maps to get clients 'on track' via cash flow management and prioritizing long term goals through suitable Investment Plans. Sarah is one of the Former Presidents of the Young Professionals of Nanaimo.

09/14/2022

Meet the Team!

Darren Reid, BA, CIM, CFP, FMA, FCSI.

Graduated from the University of Guelph with a Bachelor of Arts in Management Economics. In 1997 he received the Certified Financial Planner designation conferred by the Financial Planning Standards Council of Canada, now FP Canada. Darren is a Chartered Investment Manager and a Fellow of the Canadian Securities Institute, and is licensed as a Portfolio Manager. For decades Darren has provided comprehensive Wealth Management for Canadians from our headquarters on Vancouver Island. He resides with his wife Melanie on Vancouver Island and is the Chair of the Vancouver Island University Foundation.