Credit Suisse Securities Canada

Name

Credit Suisse Securities Canada

Legal name

Credit Suisse Securities Canada

Website

https://credit-suisse.com

Company type

Private

Founded year

1856

Operating status

Operating

Headcount range

5,001–10,000 employees

Ownership category

akta.pro rank

Product category

Investment Banking & Securities

NAICS

Credit Intermediation and Related Activities (522)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Securities Lending & Borrowing Intermediation (FSAEACAN)

akta.pro secondary industry

Private Banking Lending (Securities-Backed, Real Estate, Structured Credit) (FSABADAE)

Keywords

• Wealth management
• Investment banking
• Asset management
• Securities trading
• Corporate finance

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Core offering

Credit Suisse Securities Canada is a Canadian securities subsidiary operating under UBS Group AG (which acquired Credit Suisse in June 2023) that delivers wealth management, asset management, investment banking, and corporate/institutional client services across North America. The entity serves high-net-worth individuals, institutional investors, and corporate clients through both relationship-driven advisory services and digital platforms.

Product overview

Credit Suisse Securities Canada operates within the UBS financial services ecosystem following the UBS-Credit Suisse integration. The company's product portfolio includes Wealth Management (comprehensive financial services and investment solutions for individuals and families), Asset Management (investment capabilities across traditional and alternative asset classes for intermediaries and institutional investors), Investment Bank (advice, ideas, and execution for corporates and institutional investors), and Corporate Clients and Institutions services (customized solutions for North American subsidiaries). Supporting digital platforms include UBS Neo (corporate and institutional online platform), UBS One Source (corporate stock plans portal), and ClientView (Credit Suisse individual client portal).

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management
• Asset Management
• Investment Bank
• Corporate Clients and Institutions
• UBS Neo
• UBS One Source
• ClientView

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights4 records

Direct peers

• RBC Capital Markets: Investment banking and securities arm of the Royal Bank of Canada and the leading domestic dealer in Canadian capital markets. Directly comparable as a Canadian-headquartered broker-dealer serving corporates, institutions, and wealth clients across the same products (M&A, equities, fixed income, lending).
• TD Securities: Capital markets arm of Toronto-Dominion Bank, active in investment banking, equities, fixed income, and treasury/corporate banking for Canadian clients. Comparable in product mix and Canadian institutional focus to Credit Suisse Securities Canada.
• Goldman Sachs Canada: Canadian branch of Goldman Sachs providing investment banking, securities, and asset management services. Most directly comparable as another non-domestic bulge-bracket dealer operating in Canada through a subsidiary structure.
• CIBC Capital Markets: Wholesale banking arm of Canadian Imperial Bank of Commerce offering investment banking, equities, fixed income, and commodity products in Canada. Comparable as a domestic full-service dealer with overlapping product and client coverage.
• National Bank Financial Markets: Wholesale capital markets arm of National Bank of Canada, with strong franchise in Quebec and growing Canadian institutional presence. Competes for the same mid-market and large-cap Canadian mandates as Credit Suisse Securities Canada.
• BMO Capital Markets: Investment banking and securities subsidiary of Bank of Montreal, providing M&A advisory, equity and debt underwriting, and trading. Operates as one of the Big Six Canadian dealer franchises competing for the same corporate and institutional mandates.
• Scotiabank Global Banking and Markets: Capital markets division of Bank of Nova Scotia providing investment banking, debt and equity underwriting, and trading across Canada and internationally. Directly comparable as a Canadian-headquartered broker-dealer serving similar institutional and corporate clients.
• Morgan Stanley Canada: Canadian subsidiary of Morgan Stanley delivering investment banking, equities, fixed income, and wealth management services. Comparable as a foreign-headquartered full-service broker with Canadian corporate and institutional coverage.
• Bank of America Global Markets Canada: Canadian capital markets presence of Bank of America, providing equities, fixed income, and investment banking to Canadian institutional and corporate clients. Comparable as another U.S. global bank operating a Canadian securities franchise.
• J.P. Morgan Canada: Canadian branch of J.P. Morgan offering investment banking, markets, payments, and securities services to Canadian corporates and institutions. Closely mirrors Credit Suisse Securities Canada's role as a foreign bulge-bracket dealer in Canada.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/credit-suisse

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Credit Suisse Securities Canada