As an investor, entrepreneur, expatriate executive
or professional, your financial affairs are more complex
than those of most people. That’s why you selected
a financial institution in your home country that offered
extensive choice and expertise. In Canada, you will
want to deal with a financial institution that offers
you the same top-quality service.
We have been working with individuals like you for
many years. We deliver a range of services that meet
the most exacting standards.
Three Ways to Work with Us
Our Private Banking services offer you three different
ways to invest:
- If you prefer to make your own decisions
— we provide the solid research and powerful
trading tools you need.
- If you would rather work with an advisor
— we will introduce you to our full-service
brokerage firm.
- If you would like to free yourself from
day-to-day investment decisions — you
can take advantage of our discretionary investment
management service.
Personalized Service
Whichever way you decide to structure your relationship
with us, a specially appointed Private Banking
Relationship Manager will work with you to
develop financial strategies that best suit your needs
and to manage them over the long term, whether you bring
all of your assets to Canada or continue to hold some
overseas.
Your Relationship Manager will ensure that you are
kept informed of currency fluctuations, economic trends
and political situations. Working directly with you
or, if you prefer, with your independent financial advisor(s),
we can also carry out your trading orders in Canada
and around the world.
We understand the complexity of moving between countries,
each with distinct tax regimes and requirements. As
you transfer your assets, we can help you take full
advantage of every available opportunity to preserve
your wealth.
These are just a few of the many services we offer.
For more information, please contact
us.
Contact
a Private Banking Relationship Manager today to
set up an appointment.
The content of this website is provided
for the general guidance and benefit of our clients.
This website is for informational purposes only and is
not intended to provide specific advice. See
full disclaimer. |
