Investment Services
Strategy first. Our advisors build portfolios around your goals, not a template.
Portfolio Management
Customized investment portfolios managed by experienced advisors across global markets.
Get startedRetirement Planning
Comprehensive retirement planning with tax-advantaged accounts and income modelling.
Schedule consultationEstate Planning
Preserve and transfer your wealth with expert estate and trust planning guidance.
Learn moreA dedicated team for your entire financial life
Private clients work with a relationship manager who coordinates banking, credit, investments and estate strategy under one roof.
- Private Client Services - exclusive banking for high-net-worth individuals and families
- Dedicated advisor - direct access to a personal relationship manager
- Global investment access - international markets and alternative investments
- Family office support - consolidated reporting across entities
Private Banking
Exclusive services for clients with $1M+ in investable assets.
Private Client Services
Exclusive banking services for high-net-worth individuals and families, with bespoke lending and deposit terms.
Contact usDedicated Advisor
Your personal relationship manager is available whenever you need financial guidance.
Learn moreGlobal Investment Access
Access international markets, currency strategies and alternative investments.
Explore optionsWhat our clients say
Real outcomes from long-term relationships.
"UDF restructured our family portfolio across three currencies and cut our advisory costs by a third. The reporting is the clearest we've ever had."
"Our relationship manager understands our business. Financing for our Toronto expansion closed in under three weeks."
"Retirement planning with UDF was genuinely educational. We finally understand our own numbers."
Plan your legacy with confidence
Book a complimentary consultation with a UDF wealth advisor today.