Wealth Management

Voted #6 on Top 100 Family Business influencer on Wealth, Legacy, Finance and Investments: Jacoline Loewen My Amazon Authors' page Twitter:@ jacolineloewen Linkedin: Jacoline Loewen Profile

November 13, 2015

The need for Canadians to have a globally diversified portfolio is increasing

Jacoline Loewen and team Ottawa
The economy has been choppy, to say the least, and we asked our portfolio strategist to share the economic forecast for Canadian investors concerned about their portfolios.
Our Economics Forecast Luncheon in Ottawa had healthy debate and discussion.
My biggest take-away is that Europe has room for growth as they have had austerity and the governents are investing into their country infrastructure again.
Also, America is a resilient economy. Their job growth is strong, although service jobs do not have the same wage potential.
Thank you to Stephen Beckta, Beckta Restaurant, who hosted our private event.

If you would like to receive more inforation, please contact Jacoline Loewen - contact information on the side bar.

November 7, 2015

Ottawa economic luncheon

The four most expensive words in the English language are "this time it's different."  

Yes, it has been a turbulent few months, Our portfolio strategist, Pierre Ouiemet, will be visiting Ottawa on the 12th and will be discussing the ten investment themes that UBS Bank (Canada) is pursuing and will explore why these themes are critical. He will also disuss the interest rates - are they going up? If so, when.

We will be in Ottawa, Thurday 12th and hosting a private luncheon for select business owners to discuss why investing outside of Canada makes good financial sense.

Do contact us if you wish to join.

Jacoline Loewen, Director, UBS Bank