Timely perspective, actionable insights

Against a backdrop of rapidly shifting markets and changing world events, uncertainty surrounds us.

More than ever, affluent investors need a global perspective and relevant insights that can help them make investment decisions with more confidence.

At UBS Bank (Canada), we deliver comprehensive research tailored exclusively for affluent investors.

We give you direct access to UBS analysts and strategists via seminars, direct calls, in-person meetings and special events for real-time assessments and perspective on important trends, developing policy, and breaking news.

Planning to help you achieve your goals, not just pursue them

Relevant insight and informed advice are more important than ever, no matter what the markets or economy may bring. At UBS, planning is a key component of our wealth management services.

Together, well get a better perspective on your overall wealth, clearer direction on the best strategies to reach your goals, and an actionable plan that addresses your entire financial life, not just your investment portfolio.

In addition to financial planning and investment management services, we provide access to specialists in various areas, including charitable giving strategies, family governance, tax efficient income generation and more.

Our collaborative approach not only allows us to help you address your most specific and complex needs, it also helps you strategically position yourself to pursue the financial future you envision.

When your goals drive your financial plan, it can run counter to the typical product-sale approach of other investment managers.

We create personalized portfolio strategies for each of your goals. This approach allows you to diversify risk and update your strategy based on changes in your life. This approach allows us to recommend opportunities with the best fit for you and communicate the inherent tradeoffs and risks.

You do not get a one-size-fits-all product solution.

Services you receive include:

1. Custom portfolio construction

2. Asset allocation and style diversification

3. Risk management

4. Alternative investments

5. Tax-efficient investment and strategies

6. Wealth preservation strategies

7. Charitable giving strategies

Investing intelligently to provide for your needs and reach your goals

Building an investment strategy with an optimal asset allocation strategy to meet your unique needs requires careful consideration and a wide range of areas of expertise.

We take a holistic wealth management approach to carefully understand your overall financial situation, unique needs and goals, and deliver an optimal investment solution to meet them.

At UBS, our breadth of offering, intellectual capital, and investment expertise empowers us to partner with you and your other professional advisors to create a custom asset allocation.

This in turn allows us to work with you to adapt your portfolio to the changing market environment, personal life events and evolving goals, which ultimately allows you more time to focus on what matters most to you.

At UBS Bank (Canada), we not only leverage UBSs global capabilities, but also look outside the firm to third-party partners, finding the appropriate solution to address your needs.

Call us, Email us, Visit us – Whatever you do, definitely Contact Us to learn more!

This entry was posted in Uncategorized. Bookmark the permalink.

3A%2F%2F1.gravatar.com%2Favatar%2Fad516503a11cd5ca435acc9bb6523536%3Fs%3D90&r=G /%