Who We Are
At AU Financial Group, we focus on developing a strong relationships, and on adding value, not selling products. We want to get to know who you are and what’s most important because that’s how we provide the most customized advice and guidance. We put you first, and we ensure that every step of the way, your experience with us is seamless.
With AU Financial Group, we focus on the two T’s – Trust and Transparency. Trust is putting our clients’ interests first and doing what we say we will do. Transparency is rooted in our disclosure and in providing you with choice. During the financial planning process, we provide full transparency to ensure things are clear and simple. Choice is a core value of our process and we provide you with the information you need to choose the type of plan that is both comfortable and rewarding.
We understand that the world around us is evolving and so are we! Our meetings can be virtually based, we can meet you no matter where you are in BC and Ontario. We can go through the financial planning process together from the comfort of your home. Of course, if you’d like to meet with us in person, we’re always available.
There is a lot that goes into financial planning. This is why at AU Financial Group we provide you with the best certified financial planners in the industry. To be certified by the Financial Planning Standard’s Council means that the planners are working in the public interest. Appropriate standards of competence and professionalism will always be met. You will see value and feel confident when working alongside a Certified Financial Planner.
Aaron Ui is our Lead Certified Financial Planner at AU Financial Group. He is a member of the Million Dollar Round Table – A global independent Premier Association of Financial Professionals comprised of more than 49,500 of the world`s leading life insurance and financial services professionals from more than 500 companies in 70 countries. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT qualification is recognized internationally as the standard of excellence in the life insurance and financial services business.