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Take the investment path that’s right for you

Take the investment path that’s right for you

Kick-start your investment journey with up to $1,125* in bonuses.

*Offer ends December 17, 2022. Terms apply.

Reach your investment goals one step at a time

It’s always a good time to invest.  Invest for the long run and see how your money can grow over time with investment options that work for you.

We have two exclusive investment bonus offers that can be redeemed online, or in a branch from August 15 through December 17, 2022.

Invest with us online through HSBC Wealth Compass and earn up to $585 in bonuses:

  • Your Initial Investment Bonus:

    Enjoy a bonus of up to $500* when you transfer your RRSP, RESP, TFSA, RRIF or non-registered funds and invest in HSBC Wealth Compass™ Funds1

  • Your Ongoing Investment Bonus:

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

  • Your Goal Planning Bonus:

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

Invest with us in-branch with an HSBC Mutual Fund Advisor and earn up to $1,125 in bonuses:

  • Your Initial Investment Bonus:

    Enjoy a bonus of up to $1,000* when you transfer your RRSP, RESP, TFSA, RRIF or non-registered funds and invest in HSBC Mutual Funds1,** or World Selection® Portfolio1

  • Your Ongoing Investment Bonus:

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

  • Your Goal Planning Bonus:

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

**  Excluding  HSBC Wealth Compass™ Funds. 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.

Your Initial Investment Bonus

Receive up to $1,000:

When you transfer in CAD$15,000 or more from another 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) (“HIFC”)1.

Your Initial Investment Bonus

Investment Amount

Bonus Amount for HSBC Wealth Compass Funds

Bonus Amount for HSBC Mutual Funds1,** and World Selection® Portfolio

$15,000 to $25,999.99

$35

$75

$26,000 to $34,999.99

$75

$150

$35,000 to $54,999.99

$125

$250

$55,000 to $99,999.99

$250

$500

$100,000 or more

$500

$1,000

Your Initial Investment Bonus

Investment Amount

$15,000 to $25,999.99

Bonus Amount for HSBC Wealth Compass Funds

$35

Bonus Amount for HSBC Mutual Funds1,** and World Selection® Portfolio

$75

Investment Amount

$26,000 to $34,999.99

Bonus Amount for HSBC Wealth Compass Funds

$75

Bonus Amount for HSBC Mutual Funds1,** and World Selection® Portfolio

$150

Investment Amount

$35,000 to $54,999.99

Bonus Amount for HSBC Wealth Compass Funds

$125

Bonus Amount for HSBC Mutual Funds1,** and World Selection® Portfolio

$250

Investment Amount

$55,000 to $99,999.99

Bonus Amount for HSBC Wealth Compass Funds

$250

Bonus Amount for HSBC Mutual Funds1,** and World Selection® Portfolio

$500

Investment Amount

$100,000 or more

Bonus Amount for HSBC Wealth Compass Funds

$500

Bonus Amount for HSBC Mutual Funds1,** and World Selection® Portfolio

$1,000

**Excluding HSBC Wealth Compass Funds.

Your Ongoing Investment

Receive up to $75:

  • 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 Wealth Compass™ Funds $35

Bonus Amount for HSBC Mutual Funds1,** and World Selection® Portfolio $75

Limited time offer until December 17, 2022.

Full Terms and Conditions

Your Goal Planning Bonus

Receive $50:

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 you:

  • Qualify for the Initial Investment Bonus and the Ongoing Investment Bonus; and

  • Complete a new HSBC My Goals plan for the same Qualifying Account by January 23, 2023

Get started

Invest online with HSBC Wealth Compass and get 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 get up to $1,125 in bonuses

Need to talk to us?

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.

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

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

* This offer is 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 Autumn 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 December 17, 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.

1 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.

2 HSBC Premier requires you to have an active HSBC Premier chequing account, and either:

1. Have personal deposits and investments with HSBC in Canada totalling $100,000 or more; or

2. Hold a personal mortgage with HSBC in Canada with an original amount of CAD $500,000 or more.

You can also meet the conditions in points 1 and 2 above by combining you and your spouse or common law partner’s balances through our Household Qualification Program ; or

1. Have total monthly income deposits of $6,500 or more with HSBC in Canada plus confirmation of $100,000 or more in deposits and/or investments in Canada, or

2. Qualify for HSBC Premier in another country.

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 December 31, 2021, HSBC Asset Management received 61 awards worldwide in 2021.

5 Source: HSBC Asset Management as of March 31, 2022.

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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