Trust & Estates

If you have more than $500,000 in assets, it's important that you carefully plan how you will pass your estate on to the next generation. The Trust & Estate services from HSBC outlined below can help you efficiently manage your current assets today, and minimize the impact of taxes in the future.

Will & Estate Planning

HSBC provides expert, impartial advisors to ensure your estate and assets are protected, insured and managed according to your needs and wishes.

Executor & Trustee

Whether your estate is simple or complex, HSBC can handle the complete administration from initial planning all the way through to final distribution of assets to beneficiaries.

Lifetime Trusts

Our team of specialists can help you find ways to minimize probate taxes and ensure your personal wealth is passed on according to your wishes.

Offshore Trusts

If you have assets outside of Canada of more than $1 million, HSBC can help you set up a trust for beneficiaries in Canada or use a trust to protect your business assets.

Investment Administration

HSBC can help you manage the assets in your trust and estate with a comprehensive set of services. These include buying and selling securities and remitting your income tax payments.