Unbiased Wealth Management, Inc.

Overview

Unbiased Financial Services is a Calgary-based, second-generation integrated wealth management firm serving families across Canada. The firm reports serving 50 households, including three generations of client families, with a 98% client retention rate.¹

History

John Amonson founded the business in 1999 after working in the trust industry. In 2013, the firm formed Unbiased Portfolio Management Inc. to provide discretionary investment management.²

Timeline

1. 1999John Amonson founded the business in 1999 after working in the trust industry.
2. 2013In 2013, the firm formed Unbiased Portfolio Management Inc.

Leadership

The leadership team includes John Amonson, Founder; Taylor Amonson, President; Yan Li, Chief Investment Officer and Portfolio Manager; and Kelly Amonson, Chief Operating Officer.³

Services

The firm provides financial planning, investment management, retirement planning, tax planning, estate planning, cash-flow management, and risk management. It integrates financial planning with investment management and makes planning an ongoing part of its wealth management relationship.⁴

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Retirement planning

Client Focus

Unbiased Financial Services works with families across generations. Its guidance is designed to involve clients’ children and grandchildren in financial education and wealth planning, supporting the creation, preservation, and transfer of family wealth.¹

Approach

The firm’s stated mission is to provide financial education and bespoke planning solutions that help families create, sustain, and transfer wealth across generations. Unbiased Portfolio Management describes its investment service as discretionary portfolio management using diversified, tax-efficient exchange-traded-fund portfolios aligned with each client’s risk profile and investment policy statement.⁵

The firm states that its advisers act as fiduciaries and that it does not earn commissions or referral incentives.⁶

Assets and Minimums

The firm reports that new clients generally bring investable assets of $500,000 or more. Fees are based on a percentage of assets under management.⁶

The Ontario Securities Commission’s registrant list dated September 16, 2025, lists Unbiased Portfolio Management Inc. as a Portfolio Manager under NRD number 14150.⁷

FAQs

Related resources

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Sources

1. Unbiased Financial Services
2. About Unbiased Financial Services
3. Our Team
4. Unbiased Financial Services
5. Investment Management
6. Our Fees
7. Ontario Securities Commission registrant list, September 16, 2025

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.