About United Advisors

United Advisors was founded to assist business owners to realize the significant tax advantages that are available to them through having their company establishing a "tax-free" life and health insurance benefits package them. 

 

We show business owners how their life and health insurance benefits can then be used to transfer money out of their businesses "tax-free".  

 

We have over 30 years of experience serving business owners in Alberta and British Columbia and have shown hundreds of business owners how to realize the tax-advantages available to them and would be pleased to show you how you can realize these tax advantages as well. 

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The following business principals are the foundation of our business:
 

  • Excellence: We always do what we say we are going to do, finish what we start, get it done on time and treat everyone with respect.
     

  • Service: We always strive to provide outstanding service to each of our clients. All details matter and we take care of all details.
     

  • Teamwork: We always operate as a cohesive, integrated team to benefit each of our clients. Everyone on our team serves everyone of our clients.
     

  • Innovation: We continually utilize technological advancements to innovate our products, services and business systems to benefit each of our clients.
     

These business principles guide how we do business with each of our clients on a day to day basis. They underscore our commitment to being an outstanding company that makes a meaningful, positive difference in the lives of each of our clients. 

Our Team

George Goulet
George Goulet

President George is a Registered Trust and Estate Practitioner and a Certified Health Insurance Specialist with over 30 years of experience serving business owners.

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Kathy Shearer
Kathy Shearer

Office Manager Kathy has over 20 years of experience in systems management. Her expertise enables us to use technology to more efficiently deliver our services.

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Client Services Coordinator

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Tess has 8 years of experience in administration and teaching. She is happy to support our clients with their insurance and benefits needs.

We Believe In Giving Back 

Our President, George Goulet, established The Access Foundation Fund, a donor directed fund of the Calgary Foundation, to benefit various worthy causes in Alberta. To date, through the Access Foundation Fund and other charitable contributions, the United Group of Companies has provided in excess of $200,000 to benefit these causes. Organizations that we have supported include:

Alberta Children’s Hospital
Calgary Food Bank

Inn From The Cold 

Room to Read

The Alberta Cancer Foundation – Ride to Conquer Cancer 
Alberta Heart and Stroke foundation NWT and Nunavut 
The Mustard Seed
Wood’s Homes

We are Here to Help - All You Have To Do is Connect With Us

At United Advisors we saw an opportunity to assist business owners to realize significant tax advantages that most of them were missing out on through having their company provide them with a life and health insurance benefits package that they could them use to transfer money out of their company to themselves "tax-free". 

 

​We would welcome the opportunity to help you realize these same tax advantages. If you have any questions please do not hesitate to text or call me, George Goulet, at (403) 540-4644 or to send me an email to george@accessbenefits.ca.