Wealth Management | HSBC Canada

Wealth Management

Access a full range of global wealth management services

Whether your goal is to preserve, increase or transition your wealth, HSBC Wealth Management will work with you and provide you with customized and strategic solutions tailored to your needs.

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Wealth Planning

PERSONALIZED PLANNING FOR ALL ASPECTS OF YOUR FINANCIAL LIFE

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Key features and benefits
  • Work with our professional planners to chart the best course for building, preserving and transitioning your wealth
  • Receive unbiased advice that puts your needs first
  • Benefit from our integrated approach, which includes consultation with your existing financial professionals, such as lawyers and accountants
  • Explore your options for tax minimization, cash flow optimization, charitable giving, legacy planning and other areas that may apply to your situation
  • Ideal for individuals and families with complex financial needs
Next steps

Arrange a meeting with an HSBC Wealth Planner

Call toll-free 1-888-887-3388

or contact an HSBC Premier Relationship Manager

 

Private Investment Management

DISCRETIONARY MANAGEMENT SERVICE

FULLY CUSTOMIZED

DEDICATED TEAM

FEE BASED

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Key features and benefits
  • Take advantage of the attention and expertise our Private Investment Management Service professionals can give your portfolio
  • Capitalize on the investment strategies and insights of HSBC's worldwide network of research analysts and money managers
  • Benefit from the expertise of a dedicated Investment Counsellor and Portfolio Manager who can create, implement and manage an optimal investment strategy for you
  • Experience HSBC Premier1, a personalized global banking solution offering exclusive benefits both at home and abroad
Next steps

Arrange a meeting with an HSBC Wealth Planner

Call toll-free 1-888-390-3333

or contact an HSBC Premier Relationship Manager

1HSBC Premier eligibility requires you to have an active Premier chequing account and maintain a $100,000 balance in combined personal deposits and investments with HSBC Bank Canada and its subsidiaries. Monthly banking package fees may apply.

 

Will & Estate Planning

ACCESS SUPPORT TO CREATE A LEGAL WILL

ENSURE YOUR ESTATE PLANS REFLECT YOUR WISHES

MINIMIZE PROBATE TAXES

REDUCE CONFLICTS

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Key features and benefits:
  • Access the expertise of our impartial team of estate planners
  • Enjoy peace of mind knowing your will reflects your wishes
  • Minimize probate taxes to preserve as much of your estate's value as possible
  • Reduce the potential for family and other conflicts
  • Benefit from HSBC's international presence and global reach
Next steps

Contact an HSBC Wealth Planner

Call toll-free 1-888-887-3388

 

International Trusts

SHELTER YOUR WEALTH

ACCESS INTERNATIONAL LOW-TAX AREAS

EXPERT ADVICE / LOCAL LIAISONS

USD$1,000,000
MINIMUM

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Key features and benefits:
  • Minimize taxes and protect your offshore assets over
    USD $1,000,000
  • Enjoy peace of mind knowing your will reflects your wishes
  • Establish an Immigration Trust or Inbound Trust
  • Receive expert guidance from the HSBC Group's extensive international Private Banking and Trust network
  • Liaise with offshore trustees through your local HSBC Wealth Planner
Next steps

Contact an HSBC Wealth Planner

Call toll-free 1-888-887-3388

 

Do you have a HSBC Trust Company (Canada) RRSP or RRIF?


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