Your dedicated wealth management services

We are committed to supporting your personal wealth aspirations by utilizing our range of personal financial and wealth management services1.

Personalized service

Your Private Client Relationship Manager, one of our most knowledgeable and experienced associates, will develop a tailored wealth strategy to meet your goals using a global network of expertise and resources.

To support your wealth management strategy, your Private Client Relationship Manager collaborates with a dedicated Investment Counsellor2 and Wealth Planner2.

The Investment Counsellor will create a personalized investment portfolio tailored to your unique financial circumstances and needs, while the Wealth Planner will develop a customized plan to help you reach your financial goals.

Learn more about Private Investment Management and Private Wealth Planning.

Priority access

To ensure we provide you with extraordinary service at all times, we’ll treat every one of your calls as a priority, whenever and wherever you are in the world.

You will receive call centre priority service with direct access to multi-lingual support from our most experienced agents to assist with day-to-day banking, credit card and online trading needs.3

As a Jade client, you can benefit from a combination of local and global network of resources providing you with essential information and insights whether you are planning to live abroad, to transfer money or looking for investment opportunities.

Exclusive privileges

Jade clients have access to exclusive rates and exceptional offers reserved for Jade clients only across a variety of products and services. When it’s necessary to react swiftly to life’s opportunities, you will benefit from accelerated application processes for selected products and services, alongside enhanced lending policies.4

As a Jade client, you can enjoy our signature metal HSBC Jade World Elite® Mastercard® credit card which offers unlimited access to over 800 airport lounges worldwide, no foreign currency conversion charges5, $200 annual travel enhancement credit and waived annual fee of $299. Annual interest rate of 17.9% applies and only the exchange rate will apply when you make a purchase in a different currency.

Whether you choose a holistic approach to managing your wealth, or prefer to make specific product selections suitable for your portfolio, we provide the support you need.

Learn more about HSBC Jade

Are you an existing HSBC Premier6 customer?

Speak to your Private Client Relationship Manager about your eligibility to unlock Jade.

Call us:

1-888-512-7222

Are you interested in joining?

Apply for HSBC Premier to unlock the opportunity to join Jade.

Call us:

1-866-665-5233

HSBC Jade Terms and Conditions

1 HSBC Investment Funds (Canada) Inc. (“HIFC”) is the principal distributor of HSBC Mutual Funds and HSBC Pooled Funds. 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 and provides its services in all provinces of Canada except Prince Edward Island.

2 The Private Investment Management service is a discretionary portfolio management service offered by HSBC Private Wealth Services (Canada) Inc. (“HPWS”) Under this discretionary service, assets of participating clients will be invested by HSBC Private Wealth Services or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities, including but not limited to, stocks, bonds, mutual funds and derivatives. Commissions, management fees, custodial fees and expenses all may be associated with the use of the Private Investment Management service. Neither the Private Investment Management service nor any of the securities purchased as part of the Private Investment Management 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 Management service may change frequently and past performance may not be repeated. HPWS is a wholly owned subsidiary of, but separate 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 and provides its services in all provinces of Canada, except Prince Edward Island.

Private Wealth Planning services are offered through HSBC Private Wealth Services (Canada) Inc., a wholly owned subsidiary, but separate entity from, HSBC Bank Canada.

3 HSBC InvestDirect is a division of HSBC Securities (Canada) Inc., a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada. HSBC Securities (Canada) Inc. is a member of the Canadian Investor Protection Fund. HSBC InvestDirect does not provide investment advice or recommendations regarding any investment decisions or securities transactions. HSBC InvestDirect is a multi-year winner of the DALBAR Service Award. The annual DALBAR Direct Brokerage Service Award rankings are based on evaluations made over the calendar year, measuring a company’s quality of performance in product knowledge, professionalism and their ability to provide value-added service.

4 The terms and conditions and the eligibility requirements which will apply to the Jade preferred rates and offers will be set out or referred to in the details relating to each product or service.

5 Only the exchange rate will apply.

6 HSBC Premier eligibility requires you to have an active HSBC Premier chequing account, and maintain a $100,000 balance in combined personal deposits and investments with HSBC Bank Canada and its subsidiaries or reach a personal HSBC Bank Canada residential mortgage balances of $500,000 or greater. 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 HSBC Bank Canada Personal Service Charges/Statement of Disclosure available at any HSBC Bank Canada branch or online at hsbc.ca.

®/TM Mastercard and World Elite Mastercard are registered trademarks, and the circles design is a trademark of Mastercard International Incorporated. Used pursuant to license.