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Private Investment Counsel

The pursuit of worth beyond wealth

For those with vision, and a desire to make their mark,
a world of opportunity awaits. 

We recognize how you acquired your wealth is uniquely yours and so are your goals and aspirations. Now may be the time to take the next step and plan for your larger ambitions.

HSBC Private Investment Counsel1 provides a dedicated team of professionals focused on helping you make the most of your wealth by understanding your personal needs and bringing a global scale to your investments. 

Let us call you

Or call us: 1-844-756-7783

The strength of a global connection

Since our inception over 150 years ago, HSBC has believed in the power of an international network—one that links Canada with the financial centres of Europe, Asia, the Middle East, Africa, Latin America and the rest of North America.

We combine local knowledge and global connections to stay in front of world events and uncover opportunities suited to your personal ambitions.  

Our approach starts with you

Your Investment Counsellor1 will connect with you not only to learn about your financial position but also to listen to your investment goals.

Your individual investment journey will be based on a disciplined approach that draws on the expertise of HSBC investment professionals worldwide. Along with ongoing portfolio monitoring and review, we are your partners in helping make your dreams a reality.

Discovery and Objective Setting

Your Investment Counsellor will meet with you to get a clear picture of your personal and financial circumstances and what’s important to you. We will work together to determine and discuss your investment needs and objectives unique to you. 

Custom Asset Allocation

Based on your discussions, your Investment Counsellor will recommend a customized investment strategy, with an optimized mix of investments designed to help you reach your wealth goals and expand your ability to make an impact. 

Portfolio Construction

Dedicated Portfolio Managers2 will construct your portfolio based on the investment strategy discussed by your Investment Counsellor and you.

Portfolio Monitoring and Review

Our team of experts will consistently monitor your portfolio, and the market, to help you remain positioned to achieve your investment goals.

A team committed to bringing your value to the world

Your experienced group of financial professionals will work together to discover who you are to help you build a financial foundation to amplify your influence, support others, or pursue a passion project. It’s a philosophy called worth management.   

Your Private Investment Counsel team consists of:

Investment Counsellor             

Your dedicated Investment Counsellor, will work with you to assess your investment needs and objectives. They will then develop an investment strategy that is right for you. 

Portfolio Manager

A dedicated Portfolio Manager2 will construct, manage and review your portfolio based on your investment strategy recommended by your Investment Counsellor. 

Wealth Planner

A Wealth Planner3 will review your financial picture by taking a comprehensive approach and recommend solutions customized to your personal, family and business circumstances.

Relationship Manager

Your Relationship Manager4 will guide and support your individual banking needs and credit planning, and act as a liaison with HSBC wealth and investment experts.

Additional services to make the most of your potential

Whether you are on the cusp of selling or growing your business, following a passion or funding a philanthropic pursuit or preparing to finance a child’s education, the Wealth Planner on your Private Investment Counsel team can help you build a comprehensive plan using the following services and more:

  • Financial and Retirement Planning3

    Take advantage of expert guidance on growing your wealth, and prepare to make the most of the future you envision.

  • Business Transition Planning3

    Receive guidance on creating a succession plan so you can feel prepared to transition your business with confidence.

  • Protecting Your Assets

    Benefit from strategies designed to help you preserve your wealth and safeguard your financial well-being.

  • Cash Flow Optimization

    Fulfill your present needs for liquidity while balancing your need to attain longer-term goals.

  • Education Planning

    Understand how to best provide for your child’s or grandchild’s education.

  • Estate and Legacy Planning3

    Protect and grow your wealth during your lifetime to ensure you efficiently pass on your legacy to the next generation.

A dedicated team of financial professionals that can support your personal needs and bring a global scale to your investments

Proud winner of Outstanding Client Experience in Wealth Management – Global Private Banking Innovation Awards 2021**.

Ready to make your mark on the world?

Let us call you

We can arrange a call back at a time that suits you

Call us

Call us: 1-844-756-7783

Come in and see us

Earn up to $1,000* when you refer someone to HSBC Private Investment Counsel

Know someone who can benefit from our services? Refer a friend, family member, or small business to HSBC Private Investment Counsel and when they open a qualified account, you will both be eligible to receive a gift.

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All products and services of HSBC Private Investment Counsel (Canada) Inc. are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. Please contact your financial representative for more details. The contents of this site 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.

* To receive this offer, the friend or family member that you refer must meet the Share the Experience Program Terms and Conditions. For more information on the Terms and Conditions of this program, please visit hsbc.ca/share.

** The Global Private Banking Innovation Awards 2021 were presented by The Digital Banker and Global Private Banker. The Outstanding Client Experience in Wealth Management award was won by HSBC Bank Canada (for HSBC Jade) and HSBC Private Investment Counsel (Canada) Inc. (HPIC). HPIC helps to support the wealth management services for HSBC Jade. Submission criteria for Client Experience metrics included demonstration of effectiveness of new products, new technologies, digital capabilities, client acquisition and referrals. 

The Private Investment Counsel service is a discretionary portfolio management service offered by HSBC Private Investment Counsel (Canada) Inc. (HPIC). Under this discretionary service, assets of participating clients will be invested by HPIC or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities, including but not limited to, stocks, bonds, mutual funds, pooled funds and derivatives. Commissions, management fees, custodial fees and expenses all may be associated with the use of the Private Investment Counsel service. Neither the Private Investment Counsel service nor any of the securities purchased as part of the Private Investment Counsel service are guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other investor protection fund or deposit insurer. The value of an investment in or purchased as part of the Private Investment Counsel service may change frequently and past performance may not be repeated. HPIC is a wholly owned subsidiary of, but separate legal entity from, 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. Full terms and conditions are available at hsbc.ca/importantinformation.

2 Portfolio Management for the Private Investment Counsel service is provided by HSBC Global Asset Management (Canada) Ltd.

3 Private Wealth Planning services are offered through HSBC Private Investment Counsel (Canada) Inc. (HPIC), a wholly owned subsidiary of, but separate legal entity from, HSBC Bank Canada and provides its services in all provinces of Canada, except Prince Edward Island.

This material has been prepared for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading or investment strategy. All opinions and assumptions included in this material are of a general nature and are for informational purposes only. The information presented is not meant to be comprehensive and does not constitute financial, legal, tax or other professional advice and should not be relied upon in that regard. You should not act upon the information contained in this document without first obtaining specific professional advice from your own advisors. While reasonable care has been taken in preparing this document, HSBC does not make any guarantee, representation or warranty (express or implied) as to its accuracy or completeness, and under no circumstances will HSBC be liable for any damage or loss caused by reliance on any opinion or statement made in this document. The information presented in this document is subject to change without notice.

4 Employees of HSBC Bank Canada. To qualify for support from a Relationship Manager, customers must hold a Premier Chequing account with HSBC Bank Canada. For full details regarding eligibility and any fees which may apply, please refer to the HSBC Bank Canada Personal Service Charges/Statement of Disclosure available at any HSBC Bank Canada branch or online at hsbc.ca

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