Brokerhouse

At Brokerhouse, we’ve always believed in putting our clients and community first. That’s why this next chapter—joining forces with UFinancial Group—is such an exciting and natural step forward.

This collaboration isn’t about changing who we are. It’s about strengthening what we already do well. By becoming part of UFinancial, we gain access to better systems, broader support, and new opportunities to help our clients thrive. It means more regular interest rate reviews, smarter backend processes, and optional access to financial planning and accounting services—all under one roof.

Importantly, our team remains the same. The relationships you’ve built with your Brokerhouse advisor don’t change. What does change is the depth of resources behind us, allowing us to serve you even better.

UFinancial shares our values—community, care, and client-first thinking. Together, we’re building something stronger, not just for today, but for the future.

Thank you for being part of our journey. We’re proud to continue supporting you with the same trusted service, now backed by a broader network and deeper resources to help us do even more for our clients.

Warm regards,