3
Investment professionals on the team
With over 90 years of combined experience, the Vaudreuil team is dedicated to steering our clients through today's market uncertainty with practical, relevant and forward thinking advice. Beyond just weathering market downturns, we believe in turning that volatility into potential opportunities. With the right balance of careful planning and confident action, we have the courage and wisdom to help you avoid missteps.
Our team of wealth management specialists delivers exceptional client service and tailored financial planning with a personal touch. Through relevant strategies and our global capabilities, we provide comprehensive services that include wealth transfer planning, investment management, and lending solutions. We approach every client as an individual, but for every client our end goal is the same: financial confidence.
3
Investment professionals on the team
90+
Collective years of experience
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager