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Trust Services

UBS publishes research reports on a variety of subjects of interest to wealth management clients. From our annual Outlook to topical subjects (Crisis: What it Taught Us An Investment Framework for the Future" and other available documents), UBS global research capabilities are highly sought after by clients, experts and the media.

Click here to for more info on UBS Canada and to receive your free copy of our Research Report.

A trust allows you to transfer ownership of designated property to a trustee for management in accordance with terms that you set out in a written document. Trusts combine investment and potential tax-saving opportunities with the ability to provide for the well-being of loved ones, even after your death.

In Canada, there are two broad categories of trusts used in estate planning: inter vivos trusts and testamentary trusts:

  • Inter vivos trusts are established during your lifetime using a trust agreement, and can become effective as soon as you establish and fund an account for the trust.
  • Testamentary trusts are established under your will and become effective only after your death.

A trust can allow you to:

  • Protect family assets
  • Minimize estate taxes
  • Plan for incapacity

A personal trust in Canada can help preserve your wealth during your lifetime. And, in the event of death or disability, a personal trust usually provides for the ongoing management of your assets. It can also facilitate the transfer of assets to your loved ones or to charity, and help protect your wealth for generations.

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An individual trustee, such as a family member or advisor, often does not have the time or experience required to manage a considerable amount of money. A corporate trustee can provide you with dedicated professionals, a broad range of wealth management services and the fiduciary oversight necessary to appropriately manage your assets. In addition, a corporate trustee in Canada may be particularly well suited to perform all the duties involved in the administration of a complex and ever-changing trust relationship that may continue for several generations.

UBS is a world leader in trust services. Established for over 140 years and on six continents, UBS has developed a reputation for quality service and successful planning. Regardless of your needs a UBS wealth planner in Canada can provide you with a free trust consultation. Visit their offices in Toronto, Montreal, Vancouver or Calgary, or find more trust services information online at UBS Canada.

 

 

Wealth Planning key for all walks of life

UBS Wealth Management brings global solutions to Canadians

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Wealth 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 wealth plan should recognize the need to change," says Grant Rasmussen, President and CEO of UBS Wealth Management in Canada. "Having a wealth 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 wealth 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 wealth 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 wealth plan.

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

UBS Wealth Management research

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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).

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UBS Canada. Offices in Toronto, Vancouver, Montreal, Calgary and Canada

UBS is a leading wealth and money managment resource in Canada. Allow a comission-free client advisor to help you achieve your personal financial goals.

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UBS in Canada and Worldwide

UBS is the world's largest wealth manager, a top tier investment banking and securities firm, and a key global asset manager. UBS is present in all major financial centers worldwide, with offices in 50 countries. UBS employs more than 69,500 people, 39% in Canada and the United States, 37% in Switzerland, 16% in the rest of Europe and 8% in the Asia Pacific time zone.

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