Joint bookrunner on BMO AT1 notes
UBS Investment Bank was among six joint bookrunners on BMO's US$1 billion AT1 issue.
Global Bank
UBS in Canada: a Toronto-based wealth bank for clients with C$5M+ and an institutional dealer, UBS Securities Canada.
UBS's Canadian business has two main parts. UBS Bank (Canada) is a CDIC-member bank with its head office at 154 University Avenue, Toronto, serving wealthy clients (accounts from C$5 million) from Toronto, Montreal and Vancouver. UBS Securities Canada Inc. is an institutional dealer that handles client orders and electronic trading across Canadian marketplaces. UBS's Canada site also lists asset management and investment bank capabilities. In this pass the only Canadian investment banking roles found were bookrunner positions on RBC and BMO AT1 capital notes; no 2024–2026 Canadian M&A advisory mandate was found in the press releases reviewed.
No sourced figures yet
BSO only shows numbers it can attribute to a published source.
UBS Bank (Canada) offers wealth management to Canadian and non-Canadian residents, with managed accounts from C$5 million, through Toronto, Montreal and Vancouver branches.
7 interview reports0 open roles37 deals4 people51 sources
High-touch and electronic trading for institutional clients across Canadian marketplaces (TSX, TSX Venture, Alpha, CSE, Cboe Canada, Nasdaq Canada, Omega), with direct electronic access and inter-listed routing through its U.S. affiliate.
Advisory, research and capital markets access for corporate and institutional clients. Recent Canadian roles found were joint bookrunner on RBC and BMO AT1 Limited Recourse Capital Notes.
UBS Asset Management capabilities in traditional and alternative assets are offered to Canadian institutional and intermediary clients.
Canadian offices only. UBS's official Canadian Wealth Management 'About us' page lists 3 branches (Toronto head office, Montreal, Vancouver). The address of UBS Securities Canada Inc. (investment bank and institutional trading) was not published on the Canadian pages reviewed, and UBS's interactive location finder did not render, so the list may be incomplete. This list may be incomplete.
| Toronto | ON | headquarters |
| Montreal | QC | office |
| Vancouver | BC | office |
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Reasons that work in interviews
4 reasons for UBS
Anchor the answer to the Toronto or Calgary office rather than the global brand. “Why Goldman” answered with global league tables is the single most common failure in this category.
The Credit Suisse integration reshaped the global platform, so the Canadian business is being positioned rather than inherited.
Wealth management scale globally gives the bank a distinctive client base of entrepreneurs and family-owned businesses.
Small Canadian team, so the ratio of senior exposure to junior is unusually high.
Global natural resources heritage is relevant if your interest is mining or energy from a non-Canadian-bank platform.
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President & CEO, UBS Bank (Canada)
Wealth Management (Canada)
OSFI's register of regulated institutions (updated 2026-10-01) names her President and CEO of UBS Bank (Canada), headquartered at 154 University Avenue, Toronto. UBS publishes no Canadian bio for her.
Chairman, Global Banking – Canada
Global Banking, Montreal
Chairman of UBS Global Banking in Canada, based in Montreal.
Head of Global Banking – Canada
Global Banking, Montreal
Leads UBS Investment Bank’s Global Banking business in Canada, based in Montreal.
Managing Director, Investment Banking
Investment Banking, Toronto
Managing Director in UBS’s Canadian investment banking team, focused on M&A and corporate finance, based in Toronto.
Professional information only, drawn from official biographies and published reporting. BSO never lists private contact details.
Oct 7, 2026
The Boots Group
Lead financial advisor to The Boots Group · Retail & Pharmacy
Buyer Wittington Investments, Limited (with Fairfax Financial Holdings Ltd.) · Seller Sycamore Partners, in partnership with Stefano Pessina and family
Wittington Investments agreed to acquire the 1,800-store British pharmacy chain Boots from Sycamore Partners and the Pessina family for about US$8.9 billion including assumed debt, with Fairfax Financial partnering on the purchase and Wittington holding operational control. Expected to close in the first quarter of 2027.
Sep 8, 2026
Bank of Montreal AT1 Limited Recourse Capital Notes, Series 7
Joint Bookrunner · Financial Services / Banks
Seller Bank of Montreal
BMO priced US$1 billion of 7.375% NVCC AT1 Limited Recourse Capital Notes. UBS Investment Bank was one of six joint book-running managers.
Aug 6, 2026
Jamieson Wellness Inc.
Financial advisor to Kirin · Consumer Health
Buyer Kirin Holdings Company, Limited
Kirin agreed to acquire Jamieson Wellness for C$45.75 per share in cash, a C$2.5 billion transaction following a sale process run by the special committee.
Jan 27, 2026
Royal Bank of Canada AT1 Limited Recourse Capital Notes, Series 8
Joint Bookrunner · Financial Services / Banks
Seller Royal Bank of Canada
RBC offered US$1.0 billion of 6.50% NVCC AT1 Limited Recourse Capital Notes. UBS Securities LLC was a joint book-running manager.
Dec 15, 2025
TRC Companies, Inc.
Financial advisor to TRC · Engineering Services
Buyer WSP Global Inc.
WSP agreed to acquire U.S. power and energy engineering firm TRC for a cash price of US$3.3 billion (about C$4.5 billion), backed by committed term loans and an equity raise.
Oct 30, 2025
Convex Group Limited
Financial advisor to certain other selling investors in Convex · Insurance
Buyer Onex Corporation and American International Group (AIG) · Seller Onex Partners V and other Convex investors
Onex Corporation and AIG agreed to acquire specialty insurer Convex from Onex Partners V and other investors for about US$7 billion, with Onex becoming majority owner.
Aug 21, 2025
Canada Goose Holdings Inc.
Lead arranger and joint bookrunner · Apparel
Refinancing amendment to Canada Goose's term loan credit agreement dated August 21, 2025.
Apr 1, 2025
Angel Oak Companies (majority stake)
Advisor to Angel Oak's management team · Financial Services - Asset Management
Buyer Brookfield Asset Management
Brookfield agreed to acquire a majority ownership stake in mortgage and consumer credit manager Angel Oak.
Dec 2, 2024
iA Financial Corporation
Agent · Insurance
iA Financial Group launched a C$400 million offering of 4.131% fixed/floating unsecured subordinated debentures due 2034 on a best-efforts agency basis.
Nov 13, 2023
Sio Silica Corporation
Capital markets advisor to Pyrophyte · Industrial Minerals
Buyer Pyrophyte Acquisition Corp.
High-purity silica producer Sio Silica agreed to go public through a business combination with SPAC Pyrophyte, with about $150 million of capital secured.
Nov 17, 2021
Definity Financial Corporation
Co-manager · Insurance (Property & Casualty)
Definity priced its demutualization IPO of 63.6 million common shares at $22, together with cornerstone private placements, for about $2.1 billion in total.
Nov 17, 2021
Coveo Solutions Inc.
Joint bookrunner · Technology (Software)
Coveo priced its TSX initial public offering of 14.34 million subordinate voting shares at C$15.00, raising C$215.1 million.
Jan 23, 2018
Brio Gold Inc.
Financial advisor to Leagold · Mining
Buyer Leagold Mining Corporation
Leagold announced a shareholder-supported all-share take-over bid for Brio Gold valued at about US$264 million.
Jul 17, 2017
Dominion Diamond Corporation
Joint lead arranger, acquisition financing · Mining (Diamonds)
Buyer The Washington Companies
The Washington Companies agreed to acquire Dominion Diamond for US$14.25 per share in cash, an equity value of about US$1.2 billion, by plan of arrangement.
Jan 11, 2012
Ivanhoe Energy interest in the Zitong Block (China)
Financial advisor to Ivanhoe Energy; opinion on consideration · Oil & Gas
Buyer Royal Dutch Shell subsidiary · Seller Ivanhoe Energy Inc.
Ivanhoe Energy agreed to sell its interest in China's Zitong Block to a Shell subsidiary for cash proceeds of up to US$160 million.
Nov 28, 2011
Fibrek Inc.
Financial advisor to a special independent committee of Resolute's board · Packaging & Forest Products
Buyer Resolute Forest Products (AbitibiBowater Inc.)
Resolute announced a take-over bid for Fibrek at C$1.00 per share in cash and stock, valuing the offer at about C$130 million.
Aug 29, 2011
Northgate Minerals Corporation
Lead financial advisor to AuRico; fairness opinion to the board · Mining
Buyer AuRico Gold Inc.
AuRico agreed to acquire Northgate by plan of arrangement to form an intermediate gold producer; the deal closed on October 26, 2011.
Oct 1, 2010
Capital Gold Corporation
Advisor to Gammon Gold · Mining
Buyer Gammon Gold Inc.
Gammon Gold and Capital Gold signed a definitive merger agreement valuing Capital Gold at about US$288 million.
Sep 30, 2010
Northgate Minerals Corporation
Managing underwriter · Mining
Northgate Minerals priced US$150 million of 3.50% convertible senior notes due 2016.
Feb 23, 2009
NOVA Chemicals Corporation
Financial advisor to NOVA Chemicals · Chemicals
Buyer International Petroleum Investment Company (IPIC)
Abu Dhabi's IPIC agreed to acquire NOVA Chemicals for US$6.00 per share in cash, a deal valued at about US$2.3 billion including net debt.
Aug 25, 2008
Grey Wolf, Inc.
Exclusive financial advisor to Grey Wolf · Oilfield Services
Buyer Precision Drilling Trust
Precision agreed to acquire Grey Wolf for US$5.00 cash plus 0.1883 Precision units per share (US$1.12 billion cash and 42.0 million units in aggregate).
Jun 17, 2008
Ainsworth Lumber Co. Ltd.
Financial advisor; fairness opinion · Forest Products
Ainsworth agreed to support a plan-of-arrangement recapitalization with shareholders and noteholders to reduce its debt.
Jan 14, 2008
Canadian Imperial Bank of Commerce
Joint bookrunner (private placement) and joint lead (public offering) · Banking
CIBC raised at least C$2.75 billion of common equity through a private placement and a C$1.25 billion bought deal at C$67.05 per share.
Oct 2007
Aspreva Pharmaceuticals Corporation
Financial advisor to Galenica · Pharmaceuticals
Buyer Galenica Group
Galenica agreed to acquire Aspreva by plan of arrangement for US$26.00 per share in cash; completed January 2008.
Jun 11, 2007
Peru Copper Inc.
Financial advisor to Peru Copper; fairness opinion · Metals & Mining
Buyer Aluminum Corporation of China (Chinalco)
Chinalco agreed to make a friendly C$6.60 per share cash take-over bid for Peru Copper, with a concurrent C$70 million private placement.
UBS Investment Bank was among six joint bookrunners on BMO's US$1 billion AT1 issue.
UBS Securities LLC was among five joint bookrunners on RBC's US$1.0 billion AT1 issue.
No sourced people moves for this firm. BSO publishes a fact only once it can attribute it to a named source, so these stay off the page rather than being filled in from inference. If you know something published that belongs here, it is the fastest way to get it added.
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Wittington Investments, Limited (CNW) · Oct 7, 2026 · newswire.ca
Office of the Superintendent of Financial Institutions (via Open Government Portal) · Oct 1, 2026 · open.canada.ca
BMO Financial Group (via Cision/Newswire) · Sep 8, 2026 · newswire.ca
Jamieson Wellness Inc. via CNW · Aug 6, 2026 · newswire.ca
Royal Bank of Canada (via Cision/Newswire) · Jan 27, 2026 · newswire.ca
WSP Global Inc. (investor relations press release) · Dec 15, 2025 · wsp.com
Onex via GlobeNewswire · Oct 30, 2025 · globenewswire.com
Canada Goose Holdings Inc. (SEC Form 6-K, Exhibit 99.1) · Aug 25, 2025 · sec.gov
Brookfield Asset Management (Form 6-K exhibit, SEC EDGAR) · Apr 1, 2025 · sec.gov
iA Financial Group via CNW · Dec 2, 2024 · newswire.ca
Sio Silica Inc. (SEC EDGAR exhibit) · Nov 13, 2023 · sec.gov
Definity Financial Corporation via CNW · Nov 17, 2021 · newswire.ca
Coveo Solutions Inc. via GlobeNewswire · Nov 17, 2021 · globenewswire.com
Leagold Mining Corp. (SEC Form 425) · Jan 23, 2018 · sec.gov
Dominion Diamond Corp. (SEC 6-K exhibit, Business Wire release) · Jul 17, 2017 · sec.gov
Ivanhoe Energy Inc. 6-K via SEC EDGAR · Jan 11, 2012 · sec.gov
AbitibiBowater Inc. (Resolute Forest Products) 8-K via SEC EDGAR · Nov 28, 2011 · sec.gov
AuRico Gold Inc. 6-K via SEC EDGAR · Oct 26, 2011 · sec.gov
Northgate Minerals Corp. 6-K via SEC EDGAR · Aug 29, 2011 · sec.gov
Gammon Gold Inc. via SEC (Form 6-K) · Oct 4, 2010 · sec.gov
Northgate Minerals Corporation via SEC (Form 6-K) · Sep 30, 2010 · sec.gov
NOVA Chemicals Corporation via SEC (Form 6-K) · Feb 24, 2009 · sec.gov
PRECISION DRILLING TRUST via SEC EDGAR (Form 6-K EX-99.1) · Aug 25, 2008 · sec.gov
AINSWORTH LUMBER CO LTD via SEC EDGAR (Form 6-K) · Jun 30, 2008 · sec.gov
CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ via SEC EDGAR (Form 6-K EX-99.1) · Jan 15, 2008 · sec.gov
Aspreva Pharmaceuticals CORP via SEC EDGAR (Form 8-K EX-99.1) · Jan 8, 2008 · sec.gov
Aspreva Pharmaceuticals CORP via SEC EDGAR (Form 8-K EX-99.1) · Nov 23, 2007 · sec.gov
Peru Copper Inc. via SEC EDGAR (Form 6-K) · Jun 14, 2007 · sec.gov
UBS · Date unavailable · ubs.com
UBS · Date unavailable · ubs.com
UBS · Date unavailable · ubs.com
UBS Group AG · Date unavailable · secure.ubs.com
Bay Street Oracle · Oct 8, 2026 · intelligence.baystreetoracle.ca
Showing sources for the free preview. 18 further sources support the locked intelligence on this page.
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Summer Analyst · Canada
The Canadian desk recruits onto the global bank's own cycle, which runs far earlier than the Canadian banks': applications for a summer start open around eighteen months ahead. Canadian seats are few and go to the Toronto office (Calgary for the energy teams), so the class is small. BSO has not confirmed a timetable for UBS on an official page: this records that the intake exists and what the category's cycle looks like, not a published date. Confirm with the firm before you plan around it.
Typical background
GuidanceA Big Six bank, a boutique investment bank, or a pension.
Global bulge brackets and elite boutiques
UBS is hereGlobal banks
Big Six banks
Rising boutiques and mid-market independents
Boutiques, small-cap dealers and deal advisory
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