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Call us at 1-866-233-3838
Investment Expertise
Investment Expertise
Tailored solutions for your financial ambitions
Perhaps you want to plan and save for a comfortable retirement or your child’s education. Perhaps you relish the high growth potential of less predictable investments. Whatever your goals and ambitions, HSBC Premier can help you find financial and investment management advice tailored to your needs.
World Selection™ is a premium managed portfolio service that offers a diversified and global mix of investments selected and monitored by some of the world’s leading investment experts.
Your Premier Relationship Manager
Your Premier Relationship Manager will assess your current financial situation and help you articulate your ambitions and develop a plan to help you achieve your objectives. Your Premier Relationship Manager will also guide and help you open any registered accounts you might require – such as Registered Retirement Savings Plans (RRSPs) and Registered Education Savings Plans (RESPs) – and start building a portfolio with term deposits, Guaranteed Investment Certificates (GICs), and HSBC Mutual Funds or connect you, as required, with the appropriate HSBC professional for specialized wealth management solutions+.
Specialized Investment Advice
No two investors are ever alike. Our specialized investing services are designed to assist a broad array of investors realize their investment objectives.
Your Premier Relationship Manager will help you find the appropriate HSBC professional for specialized wealth and retirement planning, estate and trust planning, full-service investment advice++, or a self-directed investing experience.
Access to HSBC’s global platform, knowledge, and array of wealth management and investment solutions will help ensure you are provided with the personalized portfolio solution+++ required to meet the investment needs of you and your family.
Self-Directed Investing
Take control of your self-directed investments through HSBC InvestDirect++++, or enjoy additional benefits through the HSBC InvestDirect Prestige Program. Trade in Canada, U.S., Hong Kong, London, Paris, and Frankfurt online, and in over 30 global markets by phone. Make sound, well-researched investments decisions with access to award winning research, industry-leading tools, and multi-currency settlement capabilities.
Trust & Estate Planning
The team of specialists at HSBC Trust+++++ can assist you with your personal trust, tax, and estate planning needs, and with executor and Agent for executor services. Whether in response to a specific situation or as part of an integrated financial or estate plan, they can help you determine the most effective way to minimize probate and income taxes and transition your wealth to future generations.Complete details available for Trust & Estate Services.
Find out how we can help you. Speak to your Premier Relationship Manager or call us at 1-866-233-3838.
HSBC Premier - Opening a world of benefits
HSBC Premier customers are eligible for all of these services free of charge. For more information or if you are interested in opening an account in Canada or overseas, please:
Call us at 1-866-233-3838
Not an HSBC Premier customer?
We can help you with all your international banking needs, prior to arriving in or leaving Canada.
- Find out how we can help you by calling us at 1-866-233-3838
- Request an Overseas Account Application Form
Eligibility for HSBC Premier is subject to meeting qualification requirements. Monthly banking package fee applies. Please ask in branch for details.
+Family Financial Planning and Wealth Planning offered by HSBC Premier Wealth Planning, a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada, Member CIPF.
++HSBC Securities (Canada) Inc. is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. Member CIPF.
+++The Private Investment Management service is a discretionary portfolio management service offered by HSBC Global Asset Management (Canada) Limited (“HSBC Global Asset Management”). Under this discretionary service, assets of participating clients may be invested by HSBC Global Asset Management, where appropriately registered in the applicable jurisdiction, in securities, including but not limited to, stocks, bonds, pooled funds, mutual funds and derivatives. Commissions, trailing commissions, management fees and expenses all may be associated with the use of the Private Investment Management service. Neither the Private Investment Management service nor any of the securities purchased as part of the Private Investment Management service are guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer or financial institution. The value of an investment in or purchased as part of the Private Investment Management service may change frequently and past performance may not be repeated. HSBC Global Asset Management is a subsidiary of HSBC Bank Canada and provides its services in all provinces of Canada except Prince Edward Island and the Territories.
++++HSBC InvestDirect is a division of HSBC Securities (Canada) Inc. Member of CIPF.
+++++HSBC Trust Company (Canada) is a federally regulated trust company offering its services in every province and territory in Canada except Prince Edward Island.
1 These offers are valid for HSBC Premier customers only. Offers may be withdrawn, amended or extended without notice.
2 Minimum deposit of $1,000 required. Great Rate valid for deposits up to $5,000,000. Rates quoted are on a per annum basis and are subject to change without notice.
