A commitment to your success
Over many generations, we have supported several of the world’s most fascinating and dynamic families. Some have actively developed highly profitable businesses. Some have sold or taken companies public. Others have inherited substantial assets.
Each family’s situation is unique, but our commitment to their success is constant.
When we work with you and your family, we are dedicated to helping you manage, protect and plan your wealth for future generations, creating the legacy you desire.
Hear from our client Audrey Lavoie, President of Groupe UP about how we support her entrepreneurial journey with the support she needs
A bank with stability
We are committed to managing your assets – and our business – with care and diligence. Our 150-year tradition of strength and stability endures to this day, enabling us to deliver consistent results and maintain the trust of families around the world.
Your Private Client Services team is dedicated to supporting you, your family and your legacy, and consists of:
Private Client Relationship Manager
Your Private Client Relationship Manager, dedicated to building a comprehensive picture of your needs and providing services from specialty financing and cross-border banking to real estate lending.
A Premier Officer to assist you with all your day-to-day banking essentials.
Investment Counsellor and Portfolio Manager
Your Investment Counsellor and Portfolio Manager, offer a disciplined approach to discretionary portfolio management, employing global scale and reach in assessing asset allocation, and consolidating their reports to you.
A Wealth Planner and Supplementary Advisory Services to help you plan for the future.
Sustainability means building our business for the long term by balancing social, environmental and economic considerations in the decisions we make. This enables us to help our clients and their businesses to thrive, grow and be inspired; to contribute to the health and growth of the communities in which they live and work.
Get started with HSBC Private Client Services today
Issued by HSBC Bank Canada
1 HSBC Private Client Services is available exclusively to HSBC Premier customers. To qualify, customers need to hold in CAD with HSBC Bank Canada (i) a minimum of $1 million in personal deposits and investments or (ii) both a minimum of $500,000 in personal deposits and investments and personal residential mortgage balances of at least $1,500,000. Full terms and conditions are available at hsbc.ca/pcsterms
2 Private clients will enter into a direct agreement with Ten Lifestyle Group PLC under which Ten Lifestyle Group PLC and its affiliates will deliver the lifestyle service available under the HSBC concierge service. HSBC will not be a party to that agreement and will not be responsible for the delivery of the lifestyle services.
3 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, may include 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
4 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.
5 HSBC Premier requires you to have an active HSBC Premier chequing account, and maintain combined personal deposits and investments with HSBC Bank Canada and its subsidiaries of $100,000 or hold a personal HSBC Bank Canada residential mortgage with original amount 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 Personal Service Charges/Statement of Disclosure available at any HSBC Bank Canada branch or online at www.hsbc.ca
6“Privileges”, “Member benefits”, “benefits” refers to entities that provide Private Client Services benefits but are not members of the HSBC group of companies. All benefits offered by a Partner are subject to the Partner’s terms and conditions and may be subject to change by the Partner. Full details about partners, speak to your Private Client Relationship Manager or visit HSBC Concierge at hsbc.ca/concierge.
8 Additional advisory services may be offered by Advisory Firms who HSBC Bank Canada and its subsidiaries, including HSBC Private Investment Counsel (Canada) Inc. and HSBC Investment Funds (Canada) Inc. (collectively, HSBC), have entered into referral agreements with. Under these agreement, HSBC, at its discretion, can refer its clients on a non-exclusive basis. HSBC will not receive any referral fee or commission. HSBC is not making any recommendation or giving any advice as to the Advisory Firms or any of their services, and makes no representation or guarantees as to the Advisory Firms’ suitability or quality of service or staff and is not responsible whatsoever in connection with your dealings with or services provided by the Advisory Firms or reliance on any advice provided by the Advisory Firms. You have the right to seek professional advisory services from a firm of your choice and you are under no obligation to use the Advisory Firms. The Advisory Firms are under no obligation to accept you as a client or provide you with any services. All services provided by the Advisory Firms to you will be subject to the Advisory Firms’ own terms and conditions. The Advisory Firms (and not HSBC) are solely responsible for the delivery and quality of their services.
9 “Sustainable investments” include investment approaches or instruments which consider environmental, social, governance and/or other sustainability factors (collectively, “sustainability”) to varying degrees. Certain instruments we include within this category may be in the process of changing to deliver sustainability outcomes.
Important Information about HSBC Investment Funds (Canada) Inc. (“HIFC”)
HIFC is the principal distributor of the HSBC Mutual Funds and offers the HSBC Mutual Funds and/or the HSBC Pooled Funds through the HSBC World Selection® Portfolio service. HIFC is a subsidiary of AMCA, and indirect subsidiary of HSBC Bank Canada, and provides its products and services in all provinces of Canada except Prince Edward Island. Mutual fund investments are subject to risks. Please read the Fund Facts before investing.
®World Selection is a registered trademark of HSBC Group Management Services Limited.