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Skate your way to new investment goals

Score up to $1,125* in bonuses when you invest with us

Skate your way to new investment goals. 

*Offer ends May 9, 2022. Terms and conditions apply.

At HSBC, reaching your financial goals can be as easy as building a good Offence, Defence and Winning Strategy

Champion your financial future with our exclusive investment bonus offer that can be redeemed online through HSBC Wealth Compass™, or in a branch through an HSBC Mutual Fund Advisor.

Score up to $1,125 in bonuses if you invest in-branch with an HSBC Mutual Fund Advisor:

Initial Investment Bonus $1,000

Enjoy a bonus of up to $1,000* when you transfer your RRSP, RESP, TFSA, RRIF or non-registered funds and invest with HIFC6

Ongoing Investment Bonus $75

Receive up to $75* when you qualify for the Initial Investment Bonus and set up regular investment contributions

Goal Planning bonus $50

HSBC Premier3 clients receive an additional $50* when you qualify for the Initial & Ongoing Investment Bonuses and complete a goal plan for the same account

Or score up to $585 in bonuses if you invest online through HSBC Wealth Compass:

Initial Investment Bonus $500

Enjoy a bonus of up to $500* when you transfer your RRSP, RESP, TFSA, RRIF or non-registered funds and invest with HIFC6

Ongoing Investment Bonus $35

Receive up to $35* when you qualify for the Initial Investment Bonus and set up regular investment contributions

Goal Planning bonus $50

HSBC Premier3 clients receive an additional $50* when you qualify for the Initial & Ongoing Investment Bonuses and complete a goal plan for the same account in-branch

Your Offence - Up to $1,000 in bonuses

Initial investment Bonus:

Enjoy a bonus up to $1,000* when you transfer in CAD$15,000 or more from any other financial institution or your HSBC Bank Account and invest in a wide range of HSBC Mutual Funds1 or HSBC World Selection® Portfolio1 with HSBC Investment Funds (Canada) Inc. (“HIFC”)1:

Initial investment bonus amount.

Investment Amount

Bonus Amount for HSBC Mutual Funds2** and World Selection® Portfolio

Bonus Amount for HSBC Wealth Compass Funds

$15,000 to $25,999.99

$75

$35

$26,000 to $34,999.99

$150

$75

$35,000 to $54,999.99

$250

$125

$55,000 to $99,999.99

$500

$250

$100,000 or more

$1,000

$500

Initial investment bonus amount.

Investment Amount

$15,000 to $25,999.99

Bonus Amount for HSBC Mutual Funds2** and World Selection® Portfolio

$75

Bonus Amount for HSBC Wealth Compass Funds

$35

Investment Amount

$26,000 to $34,999.99

Bonus Amount for HSBC Mutual Funds2** and World Selection® Portfolio

$150

Bonus Amount for HSBC Wealth Compass Funds

$75

Investment Amount

$35,000 to $54,999.99

Bonus Amount for HSBC Mutual Funds2** and World Selection® Portfolio

$250

Bonus Amount for HSBC Wealth Compass Funds

$125

Investment Amount

$55,000 to $99,999.99

Bonus Amount for HSBC Mutual Funds2** and World Selection® Portfolio

$500

Bonus Amount for HSBC Wealth Compass Funds

$250

Investment Amount

$100,000 or more

Bonus Amount for HSBC Mutual Funds2** and World Selection® Portfolio

$1,000

Bonus Amount for HSBC Wealth Compass Funds

$500

**Excluding HSBC Wealth Compass Funds.

Your Defence - Up to $75 in bonuses

Ongoing Investment Bonus:

Enjoy an additional bonus of up to $75* when you:

  • Qualify for the Initial Investment Bonus; and

  • Set up regular investment contributions under a HIFC Pre-Authorized Contribution Plan (PAC Plan) or increase your existing PAC in the same HIFC account.

Bonus Amount for HSBC Mutual Funds2,** and World Selection® Portfolio $75

Bonus Amount for HSBC Wealth Compass™ Funds $35

**Excluding HSBC Wealth Compass Funds.

Limited time offer until May 9, 2022.

Full Terms and Conditions.

Your Winning Strategy - $50 bonus

Goal Planning Bonus:

See where your investments can take you with a comprehensive goal plan. Current and new HSBC Premier3 clients receive an additional bonus of $50* when:

  • They qualify for the Initial Investment Bonus and the Ongoing Investment Bonus; and

  • Complete an HSBC My Goals goal plan for the same Qualifying Account by June 13, 2022

Not currently an HSBC Premier client? Speak with an HSBC Representative to learn about the benefits of HSBC Premier2 for you and your family.  Benefits include financial planning services through a dedicated Premier Relationship Manager3, a premium bank account with priority service, Premier status in 29 global HSBC markets, and no monthly account fees when eligibility criteria are met.

Limited time offer until May 9, 2022.

Full Terms and Conditions.

Multiple ways to get started

Invest online with HSBC Wealth Compass and score up to $585 in bonuses

Best Robo Advisory Experience – 2021 Digital CX Awards, presented by The Digital Banker††

Meet with an HSBC Mutual Fund Advisor and score up to $1,125 in bonuses

Why invest with HSBC?

Award-winning investment expertise you can trust.4

  1. Invest online, anytime. It only takes minutes.
    Get a personalized recommendation to invest online in low-fee funds with HSBC Wealth Compass™. 
  2. Wide range of investment solutions
    From all-in-one, diversified managed solutions to mutual funds offering higher, predictable, monthly cash flows, we’ve got you covered. 
  3. Invest with confidence
    With on-the-ground expertise in over 20 countries, HSBC is ideally placed to offer you unique global investment opportunities.5

Frequenlty Asked questions

Initial investment Bonus:

Ongoing Investment Bonus:

Goal Planning Bonus:

Issued by HSBC Investment Funds (Canada) Inc. (“HIFC”)

* Issued by HIFC. The maximum Bonus Amount available to you for participating in the Bonus Offer is $1,125 per Qualifying Account. Bonus amounts may differ for transfers/investments into HSBC Wealth Compass Funds (maximum $585 per Qualifying Account). RRIF accounts are not available through HSBC Wealth Compass. The Goal Planning Bonus is available to HSBC Premier3 clients only and is redeemable exclusively in-branch through an HSBC Premier Relationship Manager4. Your eligibility for this Bonus Offer, including the payment of the Bonus Amount, is subject to the 2022 Winter Investment Bonus Offer Terms and Conditions. Please read the Terms and Conditions carefully and visit your branch or call Telefund at 1-800-830-8888 for complete details. All amounts indicated are in Canadian dollars. Offer expires May 9, 2022. 

†† The Digital Banker award recognises and celebrates the world's preeminent Financial Services Organisations that are pioneering unrivalled standards and capabilities in their respective fields.

HSBC Investment Funds (Canada) Inc. (“HIFC”) is a direct subsidiary of HSBC Global Asset Management (Canada) Limited (“AMCA”) and an indirect subsidiary of HSBC Bank Canada, and provides its services in all provinces of Canada except Prince Edward Island. AMCA is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada.

 AMCA is the manager and primary investment advisor for the HSBC Mutual Funds and the HSBC Pooled Funds (collectively, the “HSBC Funds”).  HIFC is the principal distributor of the HSBC Mutual Funds, which are also distributed through authorized dealers. HIFC also offers the HSBC Funds through HSBC World Selection® Portfolio service.   This is a portfolio investment service under which client’s assets are invested in model portfolios which are comprised of investments in the HSBC Funds. AMCA provides discretionary investment management services to the model portfolios in the HSBC World Selection Portfolio service. Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with investments in the HSBC Funds and/or the HSBC World Selection Portfolio service. Please read the prospectus, Fund Facts, applicable account opening documentation and any other disclosures before investing in the HSBC Funds and/or the HSBC World Selection Portfolio service. The HSBC World Selection Portfolio service and the HSBC Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other government deposit insurer or financial institution, their values change frequently and past performance may not be repeated. For money market funds, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you.

 ® World Selection is a registered trademark of HSBC Group Management Services Limited.

HSBC Wealth Compass™ is an online service offered by HIFC which allows clients to discover their investor profile, receive a personalized investment recommendation and apply to start investing in mutual funds.

HSBC Wealth Compass™ is a trade-mark of HSBC Group Management Services Limited used under license by HIFC.

All products and services of HIFC and AMCA are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. Please contact your HSBC Mutual Fund Advisor for more details. The details of these Bonus Offers should not be considered an offer to sell or a solicitation to buy products or services to any person in a jurisdiction where such offer or solicitation is considered unlawful.

This information should not be relied on for accounting, legal, lending or tax advice and does not constitute investment advice or a recommendation to any viewer of this content to buy or sell investments. It is outside the scope of this information to consider whether it is suitable for you and your financial objectives. Individual circumstances and current events are critical to sound planning; anyone wishing to act on this information should obtain appropriate professional advice where necessary.  Please consult your tax advisor to find out which strategies best suit your tax situation.

HSBC Premier requires you to have an active HSBC Premier chequing account and maintain combined personal deposits and investments with HSBC Bank Canada and its subsidiaries of $100,000 or greater, hold a personal HSBC Bank Canada residential mortgage with original amount of $500,000 or greater, or have income deposits of $6,500 within a calendar month plus confirmation of $100,000 or more in assets under management in Canada.  Some exclusions apply. A monthly fee will be charged if you do not meet at least one of the eligibility criteria above. For full details regarding eligibility and any fees which may apply please refer to the Personal Service Charges/Statement of Disclosure.

3 HSBC Premier Relationship Managers are dually employed by HIFC and HSBC Bank Canada as HSBC Mutual Fund Advisors and HSBC Relationship Managers.

4 As at November 26, 2021, HSBC Asset Management received 61 awards worldwide in 2021.

Source: HSBC Asset Management as of June 30, 2021.

HSBC Investment Funds (Canada) Inc. (“HIFC”)

This site may provide external links that give you access to HSBC websites located in Canada and other countries. If you enter a website outside of Canada, you are advised that it may not be legal in that jurisdiction for you to use the facilities available on that website and the legal requirements of that jurisdiction may prohibit you from dealing in that jurisdiction. If you access a jurisdiction in which you are not resident, you do so at your own risk, and HSBC Group will not be liable for any breach of local law or regulation that you may commit as a result of using and accessing a website in a country in which you are not resident.

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