About Us

Unicen was founded in 2025 and is based out of Parksville, B.C. on Vancouver Island operating solely in the Province of B.C., Canada.

Our services are made available through referrals from a network of legal, tax, financial, other professionals.

We principally serve households who are 50+ and face multiple life, wealth, and estate transitions.

Allan Kotai, Founder

Wealth and Estate Planner / Estate Transition Specialist

CFA® CIM, CFP® TEP, CETA, CEA

Career Highlights

  • Successful 28 year career as a Financial Advisor and Portfolio Manager with RGF Integrated Wealth Management based out of Vancouver, B.C.
  • Successfully transitioned my high net worth clients to my RGF partners.
  • Advanced my education in estate planning and transitions after leaving RGF.
  • Designed proprietary integrated wealth and estate concepts.
  • Recently relocated to Vancouver Island to launch Unicen Wealth and Estate.

Credentials

Wealth Planning

CFA® – Chartered Financial Analyst

CIM – Canadian Investment Manager

CFP® – Certified Financial Planner

Estate Planning and Transitions

TEP – Trust and Estate Practitioner

CETA – Certified Estate and Trust Administrator

CEA – Certified Executor Advisor

Professional Associations

CFA® Institute
FP Canada
Society of Trust & Estate Practitioners (STEP)
Canadian Institute of Certified Executor Advisors (CICEA)
Estate Planning Council of Canada (EPC)
Throughout my career – time and again – I encountered both the need for multi-generational wealth and estate planning and for professionals to work more collaboratively to serve the needs of families. “My vision and passion for serving clients more holistically and collaboratively was inspired through both my professional and personal experiences. By launching Unicen it is my goal to realize the vision of helping families be effective stewards of their wealth and estates and leave an enduring legacy.” Like the families I serve, I too am sandwiched between aging parents who require degrees of support, while my wife and I help launch our children in becoming financially independent adults. Outside of my professional life I spend much of my time in the outdoors, playing a variety of sports, and spending time with family.