About UBC Real Financial Services

Building Trust,Delivering Excellence

We are a premier financial services firm dedicated to building and preserving wealth through strategic investments and expert market navigation.

Modern office building
Our Mission

Empowering Financial Success

Our mission is to empower our clients with the financial wisdom and strategic opportunities necessary to achieve their most ambitious goals. We combine decades of experience in diverse financial sectors with a forward-thinking approach to create lasting value and security.

Through personalized service, innovative solutions, and unwavering commitment to excellence, we guide our clients toward sustainable wealth creation and preservation.

$2.5B+
Assets Under Management
1,200+
Satisfied Clients
15+
Years of Excellence
98%
Client Retention Rate
Our Core Values

The Principles That Guide Us

Our values form the foundation of every decision we make and every relationship we build.

Integrity First

Unwavering ethical standards in all our dealings

Client-Centric Approach

Your success is our primary measure of achievement

Unrivaled Expertise

Deep knowledge across multiple financial sectors

Innovative Solutions

Cutting-edge strategies for complex challenges

Long-Term Partnership

Building relationships that span generations

Absolute Discretion

Your privacy and confidentiality are paramount