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National Bank Correspondent Network Welcomes Ullman Wealth Management
National Bank Correspondent Network 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.
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