Money Management

UBS is widely considered to be the #1 choice for money management. UBS has a platform that is unlike any other international financial institution operating in Canada. UBS utilizes their global resources and capabilities to help you reach your financial goals. Along the way, you'll experience the highest standard of private client service from a dedicated client advisor - an experience offered uniquely by UBS to the Toronto, Canada market.

One of the most important steps in our money management process in Canada is your understanding of our services and the related fee structure. UBS will explain the various ways in which we charge for our products and services and how your client advisor is compensated.

UBS' client advisors are not paid through sales or commissions; they're paid a salary and therefore aren't conflicted. Further, the client advisors do not push products. You guide the relationship, along with UBS' advisory process.

On average, each client advisor has less than 100 private client families - allowing them to spend more energy on each one. Client families in Canada have an average relationship of more than 49 years with UBS, an example of the high standard of money management services than UBS can provide.

Learn more about Money Management at UBS Canada.

Financial Planning key for all walks of life

UBS Wealth Management brings global solutions to Canadians

Financial planning is a process that serves to make your current financial situation as clear as possible. This creates a sound basis for identifying trends and possible problems at an early stage by taking into consideration the risks inherent in a particular type of investment.

"Life can be dynamic, and your financial plan should recognize the need to change," says Grant Rasmussen, President and CEO of UBS Wealth Management in Canada. "Having a financial planner in Canada can help adjust for major life events such as liquidity events, career changes, large purchases and retirement."

UBS has an international reputation for professional wealth management services through financial planning; that's how they've become the largest wealth manager in the world with more than $3 Billion in assets under management in Canada. Their Client Advisors, most of whom are registered financial planners, CIMS, CFAs, or Charter Accountants, typically have less than 100 clients, allowing them to spend more time and energy on each account.

"Our Client Advisors in Canada are not affiliated with any brokerage firm and are not paid a commission," adds Grant, "which means our clients always receive sound financial advice with no conflict of interests."

This approach must be working at the average client relationship is more than 49 years.

Secure your future and find peace of mind in Canada with a financial plan.

UBS provides financial planning advice out of its offices located in Vancouver, Calgary, Toronto, and Montreal.

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UBS in Canada and worldwide:

UBS is one of the world's leading financial firms, serving a discerning international client base. Its business, global in scale, is focused on growth. As an integrated firm, UBS creates added value for clients by drawing on the combined resources and expertise of all its businesses.

UBS is the leading global wealth manager, a leading global investment banking and securities firm, and one of the largest global asset managers. In Switzerland, UBS is the market leader in retail and commercial banking.

UBS is present in all major financial centers worldwide. It has offices in 50 countries, with about 38% of its employees working in the Americas, 33% in Switzerland, 17% in the rest of Europe and 12% in Asia Pacific. UBS's financial businesses employ more than 80,000 people around the world. Its shares are listed on the Swiss Stock Exchange (SWX), the New York Stock Exchange (NYSE) and the Tokyo Stock Exchange (TSE).