UBS Wealth Management
Affluent investors need financial advice more than most.
Affluent investors often require advanced strategic guidance and advice in order to preserve their wealth as well as to see it continue to grow in value. Wealthy families may also require counsel when transferring money and assets to a spouse or across a generation.
"At UBS, our wealthy clients are as concerned about preserving their wealth as they are about seeing it increase," says Grant Rasmussen, President and CEO, UBS Bank (Canada) and Head of UBS Wealth Management in Canada.
In Canada, a wealth manager is usually asked to assist with the complexity of financial planning for individuals and families with large assets, which may be in multiple currencies and countries.
"The world of financial services is growing more complex," adds Rasmussen, "and while the level of sophistication of our clients continues to rise, we find they still look to UBS for ideas and solutions."
Wealth Management services provide by UBS in Canada include:
- Tax efficiency planning
- Philanthropy services
- Preserving capital and protecting assets strategies
- Growth of capital strategies
- Gaining liquidity
- Acquiring assets
- Financing business undertakings
- Equity trading
- Helping people who have recently sold their business
For expert advice in wealth management visit 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). |
