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.

 

Trust and Estate Solutions

WILL & ESTATE
PLANNING

EXECUTOR & TRUSTEE SERVICES /
POWER OF ATTORNEY

LIFETIME TRUSTS /
OFFSHORE TRUSTS

INVESTMENT ADMINISTRATION
/ Trust Offices

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Key features and benefits
  • Ensure your estate is managed according to your wishes
  • Receive expert guidance if you are an Executor of someone else's estate
  • Transition your wealth with the help of HSBC Trust and Estate experts
  • Plan for the unforeseen by establishing a Power of Attorney
  • Minimize probate taxes and protect your personal wealth
  • Minimize taxes and protect your offshore assets over $1,000,000
Next steps

Arrange a meeting with an HSBC Wealth Planner

Call toll-free 1-888-887-3388