Unbiased Financial Services
Financial Services • 
Calgary, Alberta, Canada • 1-10 Employees
Company overview
| Headquarters | 1204 3rd Street SE, Suite 5, Calgary, Alberta T2G 2S9, CA |
| Phone number | +14036711707 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Risk Management, Financial Advisor, Tax Planning, Succession Planning, Family Office, Retirement Planning, Financial Planning, Alternative Investments, Estate Planning, Wealth Management, Investment Management, Bitcoin, Family Governance, Family Meetings, Philanthopic Management |
| Founded | 1999 |
| Employees | 1-10 |
| Socials |
Key Contact at Unbiased Financial Services
John Amonson
President
Unbiased Financial Services Email Formats
Unbiased Financial Services uses 1 email format. The most common is {first initial} (e.g., j@unbiasedadvice.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@unbiasedadvice.com | 100% |
About Unbiased Financial Services
At the heart of our firm is a simple but powerful vision: empowering families to build lasting legacies through early financial literacy and multigenerational planning. This commitment shapes not just what we do, but how we do it. We are actively engaged in serving our clients’ children and grandchildren, helping to pass along those core money values to the next generation, ensuring they are well prepared in advance of any material wealth transfer. We are a family business. With over 25 years of service, our firm has grown from its founding roots into a vibrant, second-generation Financial Planning & Investment Management practice. Through Unbiased Portfolio Management Inc., we offer both discretionary investment management and proprietary model portfolios that are designed to help you build, manage, and preserve your total asset base. You get clear direction, comprehensive Net Worth Reporting, and complete control over your financial affairs. We also offer specialized guidance on alternative investments, including Bitcoin, helping clients navigate emerging asset classes with confidence. Our services include secure asset custody solutions, strategic portfolio integration, and insights into the tax implications and digital asset inheritance planning. As fiduciaries, we have a legal obligation to act in the best interests of our clients. That fundamental principle, combined with a sound investment philosophy, and good savings habits demonstrated by our clients, has enabled us to steadily grow our business over time.
Unbiased Financial Services revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Unbiased Financial Services has never raised funding before.
Unbiased Financial Services Tech Stack
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Frequently asked questions
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