The leading mid-sized independent investment dealer of choice.
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Investment Services : Private Client Services
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Private Client Services
Union Securities is a member of the Toronto Stock Exchange, TSX Venture Exchange, and Montréal Exchange, and provides access to all major international stock exchanges, currency exchanges, and commodities exchanges.
Stocks
A stock is a a security that represents ownership in a corporation, allowing the stock holder access to a claim on part of the corporation's assets and earnings. Stocks are one of the most common asset classes amongst investors. Your Union Securities Investment advisor will review your financial situation and goals, as well as level of risk and investment knowledge to determine suitable sectors and industries of assets for your portfolio.
Fixed Income
An investment that provides a return in the form of fixed periodic payments and the eventual return of principal at maturity. Union Securities offers a full range of corporate and government fixed-income investment products such as T-bills, Treasury notes, provincial, municipal and corporate bonds and GICs to diversify your portfolio.
Mutual Funds
A mutual fund is a professionally managed fund that contains a collection of stocks, bonds, and other investment assets. Investors pool their money together in the fund, which allows the fund manager to buy and sell assets based on the mutual fund's prospectus.
Exchange Traded Funds (ETFs)
An exchange traded fund is a security that tracks an index, a commodity or a basket of assets like an index fund, but trades like a stock on an exchange. ETFs are traded on exchanges just like stocks are, and experience price changes throughout the day.
Equity Options
An option is a contract that gives the buyer the right, but not the obligation, to buy or sell an underlying asset at a specific price on or before a certain date. An option, just like a stock or bond, is a security. It is also a binding contract with strictly defined terms and properties. Equity options usually contain stocks as the underlying asset, whereas Futures Options (link to Futures Options page) contain Futures Contracts as the underlying asset.
New Issues
The Union Securities Capital Markets Group participates in various new issues such as IPOs, private placements and bought deals throughout the year. Many of these new issues are available for our retail clients through their Investment Advisor.
RRSP / RRIF / TFSA / RESP
Union Securities offers all types of registered investment accounts to our clients, including locked-in, spousal and certain foreign currency registered accounts. RRSPs may be self-directed or managed, and can hold a variety of investment products to suit your needs.
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