About United Advisors
United Advisors was founded to assist business owners to significantly improve the quality and pricing of their employee and keyperson benefit plans. Our team has now managed in excess of $2 billion of benefit plans for over 500 business owners in Alberta and British Columbia. As you will see on our website we have many clients who have provided references about the significant results and high level of service that we have provided for them.
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 provides each of our clients with an exceptional service experience.
George is a Registered Trust and Estate Practitioner and a Certified Health Insurance Specialist with over 30 years of experience serving business owners.
Kathy ShearerOffice Manager
Kathy has over 20 years of experience in systems management. Her expertise enables us to use technology to more efficiently deliver our services.
In 2019, United Advisers was voted Best Employee Benefits Provider in Southern Alberta. Thank you to all of our valued clients, suppliers and colleagues who voted for us!
We strive to bring the very best to our clients and this award is one that we look forward to building off of in the future. United Benefits Group would not have been able to achieve this distinction without the valued support of our team. Thank you Kathy, Jessika and Mitch for your ongoing excellence in the workplace!
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, United Group of Companies has provided in excess of $200,000 to benefit these causes. Organizations that we have supported include:
We are Here to Help - Connect With Us Today
At United Advisors we saw an opportunity to assist business owners to significantly improve the quality and pricing of their employee and keyperson benefit plans.
We would welcome the opportunity to help you and your business. If you have any questions please do not hesitate to call us toll free at 1-888-264-8020 or in Calgary at (403) 264-8020 or to send us an email to firstname.lastname@example.org.