Jacoline Loewen

August 27, 2017

How to build wealth fast

We all know that automating a monthly deposit to our nest egg bank account is a proven method to build wealth. It's fairly painless as you do not notice the withdrawals and you rapidly adjust your lifestyle. Pretty quickly, your wealth does grow, particularly if you choose lower risk investments with a decent interest rate?
How about something more specific?
I like the table below that shows monthly savings rate with interest earned. It is over a 25 year period which my not serve your needs but will be good to show your adult children to inspire them to at least start with the automatic monthly savings to their TFSA.

August 2, 2017

Toronto Triathlon Festival 2017

The UBS Bank (Canada) team showed their true grit at the Toronto Triathlon Festival 2017.
It was a great experience to be with my team on the weekend and to see the competitive spirit of all of them.

Thank you for the great day

Jacoline Loewen, Toronto Triathlon Festival

July 20, 2017

Do you know the 3 Ways Retirement Planning is changing?

For "complete" retirement planning, there is more required than the usual "meat and potatoes" approach of financial preparation. Recent research shows that the retirement planning needs are changing.

Pre-retirees report that they are more anxious about the emotional adjustment to retirement than they are about financial security. Once over that barrier, the retirees worry about health and long-term care, and not so much about having income to sustain their lifestyle.

Our findings confirm that the wealthy investors are focused on:

1) Liquidity: Wealthy pre-retirees want to reach a certain asset or dollar level before they retire. In contrast, age is the retirement trigger for pre-retirees with fewer assets.

2) Longevity: More than half of wealthy retirees feel unprepared for health issues and long-term care. This is an opportunity for Financial Advisors to add far more value to their clients.

3) Legacy: 51% of retirees plan to leave assets to heirs and charity. As a result, many maintain and even increase equity holdings after retirement. Retirees in their eighties, for example, have equity levels similar to investors in their fifties.

July 15, 2017

Technology Hall of Fame Awards celebration

Jacoline Loewen

At the EW Technology Hall of Fame Awards celebration at the Rideau Club in Ottawa.

July 13, 2017

Could you be the future of finance?

Submit your innovation and join our launch event in Toronto

Please join us for our breakfast and briefing session about our UBS global innovation challenge for FinTech start-ups, with up to US$250,000 in prizes and support for technologies that best address our four challenges.

Contact Jacoline Loewen to get on the guest list.

The UBS Future of Finance Challenge 2017 is open to start-ups and established, growing companies that think they can change the way finance works and how banks meet their clients' needs.

To find out more: https://innovate.ubs.com/ Complete a submission form to enter our global innovation competition for FinTech start-ups, with up to US$250,000 in prizes and support for technologies that best address our four challenges.

Twitter: #UBSinnovate

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WEALTH

The question every wealthy person asks themself is "What does wealth mean to me?" The full and rich answer can take years to come to full light. In the meantime, money needs to be managed.in order to focus on wealth preservation and risk mangement.

In particular, we understand the entrepreneur and busines owner who has gone through transition and is now managing their sudden wealth. We assist them gain insight into their values and goals. From this foundation, we look to achieve a diversified portfolio with room to please their risk appetite, but also ensuring wealth for their family.

We build and execute your wealth strategy:

- Establish meaningful objectives
- Design up tailored portfolio strategies
- Select measurements to assess performance
- Culture of an open-mind

Our advice and process will intrigue you and help you:

-Work toward reaching your self-defined life goals
-Measure your progress to make better decisions
-Create a system that revolves around you, your family, your community

Twitter @JacolineLoewen

On LinkedIn

Facebook by name.

Invited as expert on BNN The Pitch, CBC, Dragons' Den and published by National Post, Globe & Mail, Leadership, Business Entrepreneurs, The Journal, Women's Post, as well as author of three books.

Money Magnet by J. Loewen - Book Review

The feedback we have had about using the steps in Money Magnet is that business owners are surprised by how simple it is to understand, how much more money they can invest and earn and how shockingly few of their lawyers and accountants were aware of the benefits.

- Get factual case studies about the power of succession planning with strong life style goals. Do you want to retire rich - then understand the ROI of your business compared to the ROI of an investment portfolio.

- Know why selling your business is not the first option.

- Learn the Four Brutal Questions every Business Owner needs to know to attract investors.

- Find out how to know how much you need to fit your business, your lifestyle and your goals for wealth.

Other books by J B Loewen:
The Power of Strategy
Business e-Volution

See Jacoline Loewen on BNN TV Show The Pitch

Amazon.ca Widgets

SERVICES

For 150 years, people have been trusting UBS to manage their wealth. We provide investment advice based on critical thinking and thoughtful research once we fully understand what you want to accomplish. Together, we create an all-encompassing strategy for your investments, estate and tax planning, risk management, and borrowing.
Our Focus: We build custom investment portfolios and wealth management strategies that draw upon UBS's global knowledge.
Our Clients: We work with individuals, families, and organizations with investable assets greater than $2,000,000
Our Services: At a minimum, you can expect quarterly performance reviews, ongoing investment management, and comprehensive Estate and Tax Planning services
Our Fees: Our typical all-inclusive tax deductible annual fee ranges between 1% - 1.5% of the money you invest depending on complexity
Our Process: We apply a prudent approach.

Rick Spence, National Post, review

"A lot of business people still have trouble with the concept of strategic planning. They wonder who should do it, and what it's for. I just encountered a great explanation of strategy. It comes from a book, The Power of Strategy by Jacoline Loewen.

"I think that strategy is very similar to the search for the Holy Grail. Renowned knights traveled great distances and overcame severe hardship in the struggle to find this sacred relic, the chalice used by Jesus at the Last Supper. Finally, Sir Galahad was the one who discovered that the Holy Grail is, in fact, within us. There is no right or wrong answer -- it is the journey that provides the learning, not the Holy Grail itself.

In strategy, it is the process of people going through the questioning and thinking that ingrains the strategy into their everyday actions, not the plan itself."

You can read a much longer excerpt from Loewen's book at

post by Rick Spence, Canadian Entrepreneur

Wealth Management