Private Wealth Planning

A strong, tailored plan is essential to growing, preserving and transitioning wealth. A sound plan helps guide your financial decisions and gives you peace of mind that the choices you make are right for you.

HSBC Private Wealth Services (Canada) Inc.’s Private Wealth Planning offers the resource of a dedicated Wealth Planner who can help you build a comprehensive path forward, designed specifically to meet your personal and financial goals that encompasses the following:

• Financial and retirement planning
  Access expert guidance on growing your assets, and whether you are on track to enjoy the retirement you envision.
• Business transition planning
  Create a succession strategy 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 protect 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 planning
  Protect and grow your assets during your lifetime, to ensure you efficiently pass on your legacy to the next generation. 

To access insights, market updates, tools and perspectives of investment experts from around the world, visit HSBC’s Investment Insights Centre at https://www.hsbc.ca/investments/insights-centre/