MONTREAL, July 20, 2017 /CNW Telbec/ - National Bank Correspondent Network (NBCN), is proud to welcome Lawrence Ullman and Ullman Wealth Management (UWM) to its network.
As a newly registered independent advisory firm based in Toronto, UWM has selected NBCN as its primary provider and partner of custody and asset servicing for its Canadian and international clients.
Lawrence Ullman and his team's long-standing relationships and trust with their distinguished high-net-worth client base, coupled with the NBCN's strength and experience, make this a desirable partnership for both firms.
"We are excited to support Mr. Lawrence Ullman in his launch of a new independent private capital management firm," said Christine Rodrigues, Senior Vice-President, Business Development, NBCN. "The independent market continues to grow and offers additional choice to Canadian high-net-worth investors. We are delighted to have Lawrence, his team and his clients join NBCN."
"We are pleased to be partnering with NBCN, Canada's leading provider of custody, trade execution, and brokerage solutions to independent wealth management firms," said Lawrence Ullman, Chief Executive Officer, Ullman Wealth Management.
Ullman Wealth Management Inc. (UWM) is committed to providing strategic private capital management services to high-net-worth individuals, corporations, endowments, charities and foundations throughout the world. With a collective sixty years of experience, our clients benefit from disciplined independent thinking. We don't answer to anyone, except our clients. UWM is a registered portfolio manager in the provinces of Ontario, British Columbia, Quebec and Alberta. www.UllmanWealth.com
About National Bank Correspondent Network
With over 25 years of continuous service and a team of more than 200 professionals, National Bank Correspondent Network (NBCN) is Canada's leading provider of custody, trade execution, and brokerage solutions to independent wealth management firms. NBCN is backed by the financial strength and ongoing support of National Bank of Canada. National Bank Correspondent Network is a division of NBCN Inc., which is an indirect, wholly owned subsidiary of National Bank of Canada. www.nbcn.ca
About National Bank of Canada
With $239 billion in assets as at April 30, 2017, National Bank of Canada, together with its subsidiaries, forms one of Canada's leading integrated financial groups. The Bank has more than 21,000 employees and is widely recognized as a top employer. The Bank's securities are listed on the Toronto Stock Exchange (TSX: NA). Follow the Bank's activities at nbc.ca or via social media such as Facebook, LinkedIn and Twitter.
SOURCE National Bank of Canada
For further information: Catherine Deshaies, Senior Advisor - Public Affairs, National Bank, 514-412-1320, [email protected]