Top of main content

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.

Build a comprehensive plan forward

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

Listening to what you have to say about services matters to us. It's easy to share your ideas, stay informed and join the conversation.