Helping you prepare
The right investment strategy can be the difference between having a goal and making it a reality. Whether you’re preparing for retirement or pursuing other life goals, trust our financial advisors to design a strategy to help you get there.
Plan for retirement.
Did you know that more than 56% of adults believe they will outlive their retirement savings?1 Whether you’re just beginning to save, approaching retirement or somewhere in between, our financial advisors will create an investment strategy you can feel confident about.
Save for an education.
The earlier you start saving for the cost of an education, the more prepared you’ll be when it’s time to pay tuition and other expenses. See how contributing to a tax-advantaged investment plan can make a significant difference.
Protect what matters most.
A sound financial plan includes preparing for the unexpected. Protect what you’ve worked so hard to achieve with an insurance strategy uniquely tailored to your specific needs.
Explore your investment options.
UnionBanc Investment Services can provide access to a variety of investment options – from mutual funds and exchange-traded funds (ETFs) to fixed-income products and annuities – and the guidance to help you choose what’s right for you.
Popular accounts
Managed accounts
With a managed account, you’ll receive ongoing advice from your financial advisor who will implement your investment strategy based on your goals and objectives. You pay a single fee based on the amount of assets managed.
Brokerage accounts
With a brokerage account, you can invest in a variety of investment types such as mutual funds, fixed securities, exchange-traded funds and annuities. You typically pay a commission based on each transaction.
IRAs
One of the more popular ways to save for retirement is through an individual retirement account (IRA) that offers a number of tax benefits. Choose from several options to find the right one for you.
Meet with a financial advisor.
To stay organized and on track toward your goals, it can help to have a partner. Let us introduce you to your UnionBanc Investment Services Financial Advisor.
About brokerage and investment advisory services
To learn more about the differences between brokerage and investment advisory services and fees from UnionBanc Investment Services, please read the Client Relationship Summary (PDF) and Regulation Best Interest Disclosure (PDF).
