Proven. Independent.


Proven. Independent.

At Union Wise Financial Bank, we value the partnership we have with our clients, our employees and our regulators. We see ourselves as partners and that approach has helped us become one of the leading Canadian privately-owned investment dealers.

Our Private Client Services team provides customized wealth management solutions, and sales & trading services from twelve offices across Canada to over 50,000 clients worldwide.

Our Capital Markets professionals including our Research Department, Investment Bankers, and Institutional Sales & Trading teams consistently deliver best-in-class service and expertise across a variety of sectors. Together, we are a leading independent investment bank committed to enhancing value for our diverse range of institutional and retail clients..

Our stability, sound corporate governance, and independent advice from our experienced team of professionals makes PI your proven choice for a financial partner.

We invite you to explore our site and learn more.


Jean-Paul Bachellerie


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