Wealth Planning | HSBC Canada

Wealth Planning

Maximize your financial potential

When it comes to growing, preserving and transitioning wealth, it’s important to have a strong, tailored plan. A sound plan helps guide your financial decisions and gives you peace of mind that the choices you make are right for you. At HSBC Private Wealth Services (Canada) Inc., you will have the resource of a dedicated Wealth Planner who can help you build a comprehensive path forward, designed specifically to meet your personal and financial goals. Our Wealth Planners do not provide specific insurance, inheritance, tax or investment advice, but are focused on providing general financial planning services.

Your Wealth Planner will work with you to develop a wealth plan that encompasses the following:

  • Financial and retirement planning - Receive expert guidance on certain aspects of growing and enjoying wealth. We can help you understand if you’re on track to enjoy the retirement you have in mind, or we can help you develop an appropriate plan to get there.
  • Risk and protection - Be advised of areas in which you can benefit from having wealth preservation strategies in place.
  • Cash flow optimization - Learn if you have sufficient liquidity for today’s needs, balanced with the achievement of longer-term goals.
  • Philanthropic planning - Discover how best to support the issues and organizations that are meaningful to you.
  • Business transition planning - Receive guidance on creating and implementing a plan that focuses on the long-term success of your business when you’re ready to move to the next phase of your life.
  • Education planning - Understand the anticipated future costs of your child’s or grandchild’s education, and your options for providing for them.
  • Estate and legacy planning - Plan for an efficient transfer of assets, according to your wishes.

Your Wealth Planner may also provide information on tax rules or provide general information on taxes as they relate to your investments.

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For information on how to file a complaint, as well as a summary of the steps we will take in handling your complaint, please refer to the Resolving Your Complaints brochure:

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