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Receive up to $1,350* in bonuses when you invest with us. Qualify when you invest as little as CAD $5,000.

Invest for your ‘why’ with HSBC
Receive up to $1,350* in bonuses when you invest with us.
*Offer ends November 13, 2023. Terms apply. Issued by HSBC Investment Funds (Canada Inc.)

Let us help you align your investment goals with your ‘why’

We believe that we can help you achieve your financial goals when you share with us what's most important to you - your ‘why’
 

It’s a good time to check-in and make sure your investments are aligned with your purpose.  Whether you’re starting, continuing, or adjusting your long-term plan, we can help you build a strategy and the find the right diversified investment solutions to help maximize your money's growth potential over time.
 

Take advantage of our exclusive bonus offer, available online or through a branch, from July 10 through November 13, 2023.

Invest online through HSBC Wealth Compass™ and receive up to $700* in bonuses:

  • Your Initial Investment Bonus:
    Earn up to $600* when you transfer funds from your RRSP, RESP, TFSA, RRIF†† or non-registered accounts with HSBC Canada or another financial institution and invest in HSBC Wealth Compass™ Funds1
  • Your Ongoing Investment Bonus:
    Receive $50* when you set up regular investment contributions for a minimum of one year
  • Your Goal Planning Bonus:
    HSBC Premier3 clients receive an additional $50* when you qualify for the Initial and/ or Ongoing Investment Bonuses plus complete a new HSBC My Goals plan in-branch for the same account relating to your goal

1None of the investments you make as part of this Bonus Offer can be used to purchase units of the HSBC Canadian Dollar Money Market Fund or the HSBC U.S. Dollar Money Market Fund.

Invest in-branch with an HSBC Mutual Fund Advisor3 and receive up to $1,350* in bonuses:

  • Your Initial Investment Bonus:
    Earn up to $1,200* when you transfer from your RRSP, RESP, TFSA, RRIF†† or non-registered accounts  with HSBC Canada or another financial institution, or switch or transfer from your HSBC Canadian Money Market Fund (Investor Series, or Premium Series), or HSBC U.S. Dollar Money Market Fund (Investor Series, or Premium Series) and invest in HSBC Mutual Funds1,2 or World Selection® Portfolio
  • Your Ongoing Investment Bonus:
    Receive $100* when you set up regular investment contributions for a minimum of one year
  • Your Goal Planning Bonus:
    HSBC Premier3 clients receive an additional $50*
    when you qualify for the Initial and/ or Ongoing Investment Bonuses plus complete a new HSBC My Goals plan in-branch for the same account  relating to your goal

1None of the investments you make as part of this Bonus Offer can be used to purchase units of the HSBC Canadian Dollar Money Market Fund or the HSBC U.S. Dollar Money Market Fund.

2Excluding HSBC Wealth Compass™ Funds.

Your Initial Investment Bonus

Receive up to $1,200*:

When you transfer funds from another financial institution or your HSBC Bank account or switch or transfer from your HSBC Canadian or U.S. Dollar Money Market Fund (Investor Series, or Premium Series), and invest in a wide range of HSBC Mutual Funds or HSBC World Selection® Portfolio:

Initial Investment Bonus

Investment Amount

Bonus Amount for investments in HSBC Wealth Compass Funds

Bonus Amount for investments in HSBC Mutual Funds2 and World Selection® Portfolio

$ 5,000 to $ 14,999.99

$35

$70

$15,000 to $25,999.99

$75

$150

$26,000 to $34,999.99

$100

$200

$35,000 to $54,999.99

$150

$300

$55,000 to $99,999.99

$300

$600

$100,000 or more

$600

$1,200

Initial Investment Bonus

Investment Amount

$ 5,000 to $ 14,999.99

Bonus Amount for investments in HSBC Wealth Compass Funds

$35

Bonus Amount for investments in HSBC Mutual Funds2 and World Selection® Portfolio

$70

Investment Amount

$15,000 to $25,999.99

Bonus Amount for investments in HSBC Wealth Compass Funds

$75

Bonus Amount for investments in HSBC Mutual Funds2 and World Selection® Portfolio

$150

Investment Amount

$26,000 to $34,999.99

Bonus Amount for investments in HSBC Wealth Compass Funds

$100

Bonus Amount for investments in HSBC Mutual Funds2 and World Selection® Portfolio

$200

Investment Amount

$35,000 to $54,999.99

Bonus Amount for investments in HSBC Wealth Compass Funds

$150

Bonus Amount for investments in HSBC Mutual Funds2 and World Selection® Portfolio

$300

Investment Amount

$55,000 to $99,999.99

Bonus Amount for investments in HSBC Wealth Compass Funds

$300

Bonus Amount for investments in HSBC Mutual Funds2 and World Selection® Portfolio

$600

Investment Amount

$100,000 or more

Bonus Amount for investments in HSBC Wealth Compass Funds

$600

Bonus Amount for investments in HSBC Mutual Funds2 and World Selection® Portfolio

$1,200

2Excluding HSBC Wealth Compass Funds.

Your Ongoing Investment Bonus

Receive up to $100*:

  • Set up regular investment contributions for one year under a Pre-Authorized Contribution Plan (PAC Plan) or increase your existing PAC in the same account.1

Bonus Amount for HSBC Wealth Compass™ Funds $50*

Bonus Amount for HSBC Mutual Funds2 and World Selection® Portfolio $100*

1None of the investments you make as part of this Bonus Offer can be used to purchase units of the HSBC Canadian Dollar Money Market Fund or the HSBC U.S. Dollar Money Market Fund.

2Excluding HSBC Wealth Compass Funds.

Set Text

Limited time offer until November 13, 2023.

Terms and conditions apply to this offer. Please read the Terms and Conditions for complete details.

Your Goal Planning Bonus

Receive $50*:

See how you can benefit from a comprehensive goal plan by aligning your investment goals with your ‘why’

Current and new HSBC Premier3 clients receive an additional bonus of $50* when you:

  • Qualify for the Initial Investment Bonus and/ or the Ongoing Investment Bonus; and
  • Complete a new HSBC My Goals plan for the same account relating to your goal  by December 11, 2023

Get started

Invest online with HSBC Wealth Compass™ and get up to $700* in bonuses

Meet with an HSBC Mutual Fund Advisor3 and get up to $1,350* in bonuses

Need to talk to us?

Not currently an HSBC Premier3 client?

Speak with an HSBC Representative to learn about the benefits of HSBC Premier4 for you and your family. 

Benefits include planning services through a dedicated Premier Relationship Manager4, a premium bank account with priority service, Premier status in 29 global HSBC markets, and no monthly account fees when eligibility criteria are met.

Our Awards

HSBC Wealth Compass is proud to be recognized as the winner of “Best Robo Advisory Experience” by the Digital Banker’s CX 2021 Awards.

HSBC Premier is proud to be recognized as the winner of “Best Mass Affluent Banking Offering” by the Digital Banker’s Service 2022 Innovations Awards.

Why invest with HSBC?

Award-winning global investment products and services you can trust.5,†

  1. Invest online, anytime. It only takes minutes
    Get a personalized recommendation to invest online 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. Global Investing
    With over 600 on-the-ground professionals in 23 countries and territories worldwide, HSBC is ideally placed to offer you unique global investment opportunities.6

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

*This offer is Issued by HIFC. A minimum investment amount of CAD$5,000 is required to qualify for this offer with tiered bonus amounts corresponding to different investment amount thresholds. The maximum Bonus Amount available to you for participating in the Bonus Offer is $1,350 per Qualifying Account. Bonus amounts may differ for transfers/investments into HSBC Wealth Compass Funds (maximum $700 per Qualifying Account). RRIF accounts are not available through HSBC Wealth Compass. The Goal Planning Bonus is available to HSBC Premier clients only and is redeemable exclusively in-branch through an HSBC Premier Relationship Manager. HSBC Premier requires you to have an active HSBC Premier chequing account. Visit hsbc.ca/premier for full details and qualification requirements. HSBC Premier Relationship Managers are also HSBC Mutual Fund Advisorswith their sponsorship by HIFC. None of the investments you make as part of this Bonus Offer can be used to purchase units of the HSBC Canadian Dollar Money Market Fund or the HSBC U.S. Dollar Money Market Fund (Investor Series or Premium Series). Your eligibility for this Bonus Offer, including the payment of the Bonus Amount, is subject to the 2023 Check-in and Invest 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 November 13, 2023. 

2HIFC 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 trademark 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 one of our HSBC Mutual Fund Advisors3 for more details. The contents of this email 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. Registered plans for individuals are subject to specific limits, tax implications and restrictions which can be found on the CRA Savings and pension plans webpage.

3HSBC Premier Relationship Managers are also HSBC Mutual Fund Advisors with their sponsorship by HIFC.  HSBC Mutual Fund Advisors are referred to as Mutual Fund Representatives when engaging with Quebec customers on behalf of HIFC.

Goal planning is available in-branch to HSBC Premier clients only, through an HSBC Premier Relationship Manager. HSBC Premier requires you to have an active HSBC Premier chequing account. Visit hsbc.ca/premier for full details, qualification requirements and applicable fees. HSBC Premier Relationship Managers are also HSBC Mutual Fund Advisors3 with their sponsorship by HIFC.

5As at July 4, 2023, HSBC Asset Management received 38 awards worldwide in 2023. HSBC Canada did not pay to be granted or considered for awards received in Canada. For more information, visit HSBC Asset Management Canada.

For more information, visit HSBC Asset Management Canada.

†,≠ 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 Canada did not pay to be considered or granted this award.

For more information on the award, please refer to hsbc.ca/premier.

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 because of using and accessing a website in a country in which you are not resident.

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