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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™3 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 Funds4 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 - Live life without boundaries
Discover how HSBC Premier can help you live life without boundaries and explore the world with confidence:
Call 1-866-233-3838
Visit your local branch
Interested in HSBC Premier?
We can help you with all your international banking needs, prior to arriving in or leaving Canada.
Tools & Resources
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.
3 Offered by HSBC Global Asset Management (Canada) Limited.
4 Offered by HSBC Investment Funds (Canada) Inc.
HSBC Mutual Funds are distributed by HSBC Investment Funds (Canada) Inc. and authorized dealers. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer. Their values change frequently and past performance may not be repeated. The unit value of money market funds may not remain constant.
HSBC World SelectionTM is a discretionary portfolio management service offered by HSBC Global Asset Management (Canada) Limited ("HSBC Global Asset Management"), and through authorized agents. Under this discretionary service, assets of participating clients are invested in HSBC Pooled Funds, which are mutual funds managed by HSBC Global Asset Management and distributed by HSBC Investment Funds (Canada) Inc. and other authorized dealers. Commissions, trailing commissions, management fees, investment management fees and expenses may be associated with investments in the HSBC Pooled Funds and the HSBC World SelectionTM service. Please consult a financial advisor and read the applicable account opening documentation and prospectus before applying for the HSBC World SelectionTM service. Neither the HSBC World SelectionTM service nor the HSBC Pooled Funds are guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer. The value of mutual fund investments changes frequently and past performance may not be repeated. The unit value of money market funds may not remain constant.
HSBC Global Asset Management is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada.
