Feel the difference of a financial services company that puts your financial health first.

From Insurance to Risk Planning, we have the expertise and tools to serve you or your business.

Personal Financial Planning

We help people realize their financial goals through integrated planning. The financial world is broad and to know every aspect is difficult, we take that stress away from our clients

Business Financial Planning

Running a business can be full of challenges. Use our expertise to help you navigate through an ever-changing business landscape. From Health & Dental benefits to Business Continuation, we have you covered.

Digital Insurance Experience

We help people realize their financial goals through integrated planning. The financial world is broad and to know every aspect is difficult, we take that stress away from our clients

Investment & Retirement Planning

Investing has become increasingly more complicated as technology advances. Our approach is results driven, but with an emphasis on education, empowering our clients to make great decisions.

Insurance & Risk Management Planning

Would your family be OK if you were to pass? If you become disabled, would you be able to weather the storm? Let us help you answer these questions.

Mortgages & Cash Flow Management

Cash Flow affects every level of your finances. Managing money coming in and money going out can make or break your financial plan. We look into the minutia to ensure your money is managed properly.

Estate Planning & Tax Minimization

Maximize value and minimize taxes. A well-thought out estate plan means you know exactly where your money is going if something should happen to you. This is one of the most important areas of financial planning, and often the most overlooked.

Business Continuation & Succession

We help business owners prepare for risk throughout their career, and help plan for future succession. Buy-Sell agreements, and key person insurance could mean control and stability through tumultuous times.

Group Health and Dental & Pensions

A necessity for any business looking to attract and retain employees and provide a well-rounded employment offering. Find out how you can make your employees happier and healthier, and also why it can make sense financially for your business.

How we plan

Our Process is steeped in understanding who you are, and what you want

1. Discovery & Objectives

We ask questions and listen to your story. We analyze where you are today, and find out your goals for tomorrow.

2. Analysis

Brainstorm solutions to fill the gaps between today and future goals and prioritize issues.

3. Recommendation & Plan

We lay out potential solutions, you make decisions, and we map out the action plan.

4. Execution & Review

Take action. With regular reviews, we update your plan as changes to your life occur.

Meet our team

Asher Shahzad, M.B.A, LLQP, RIBO, CRM™​

C.E.O + Founder Digital Division

Asher has lived all over the province, spanning from Windsor to Ottawa. He has earned his major in Risk Managment in 2015 from the University of Toronto, and quickly pivoted his specialty as a risk consultant to the financial services industry. Asher acquired his Life License Qualification Program (LLQP) and RIBO, and also working towards his Certified Financial Planning (CFP) designation. With early success in the financial service industry, Asher quickly was thrust into management roles, specializing in team building through creating great work culture, and in digital marketing strategies. These skills were utilized in the creation of UcH Financial Group, where the goal is geared towards an omnichannel advice platform that offers a wide range of financial products, all available digitally.

Let Us Help You Grow and Protect Your Family

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