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Open an Investment Funds account with HSBC Wealth Compass™.

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HSBC has investment professionals in 26 countries who share local knowledge. So we wanted to demonstrate that when you meet with us, you learn more than you expect.

Watch us turn ordinary investment meetings into something much more.

Learn how our knowledge can guide your investments.

 

 

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Managed Investment Solutions and Services

Mutual Funds

With on-the-ground expertise in over 26 countries, HSBC is ideally placed to offer you unique global investment opportunities:
  • Diversify your portfolio with HSBC mutual funds guided by HSBC investment specialists around the world
  • Tap into the world's fastest growing markets with HSBC emerging market funds supported by HSBC emerging market professionals
  • Grow your money in a managed portfolio that enables you to take advantage of the insights of some of the world's most respected and trusted names in the investment industry

Diversify your investment strategy with HSBC Mutual Funds1, and find new opportunities in local and global markets.

HSBC Wealth Compass™

Start your investment journey today and get a personalized recommendation to invest in our professionally managed, low-fee HSBC Wealth Compass Funds.
  • Start investing online with as little as $500
  • Access globally diversified investment funds
  • Receive a personalized investment recommendation and dedicated support

Navigate the world of investing with HSBC Wealth Compass.

HSBC World Selection® Portfolio2 and HSBC World Selection® Diversified Funds

  • Benefit from strategic investment management from local and global investment managers
  • Enjoy peace of mind knowing HSBC portfolio managers are monitoring world markets, to ensure your portfolio remains on track making regular adjustments to rebalance your portfolio and to ensure it reflects our investment views and outlook
  • Visit a branch to manage or transact in your account

Your global gateway to investment stability and diversity.

Private Investment Counsel and Private Wealth Planning3

  • Discretionary investment management solutions that meet your complex needs as they evolve
  • Access to sophisticated strategies to help you grow and preserve your wealth
  • Service excellence from a fully integrated team dedicated to you
  • Boutique Canadian money manager backed by the global expertise of HSBC
  • Your Wealth Planner can help you build a comprehensive path forward, designed specifically to help your personal and financial goals
  • Covers retirement planning, estate and legacy planning, business transition planning,

    education planning, protection planning, cash flow optimization

Open up a world of potential for your investments. 

Self-directed Online Investing

HSBC InvestDirect4

  • Build a globally diversified portfolio with access to 30 domestic and international markets and the ability to trade directly online in North America, London, Paris, and Frankfurt and Hong Kong stock exchanges
  • Pay the lowest online Hong Kong Exchange trading commission in Canada (HK$288)5.
  • Benefit as an HSBC Premier or HSBC Advance client with preferred pricing, including North American trades starting at $6.88 and up to 20% off international online trades6
  • Access a wide selection of investment opportunities: Equities and Exchange Traded Funds (ETFs), Options, Mutual funds, Fixed Income, GICs and New Issues (IPOs)
  • Choose from a wide variety of account types

Diversify your portfolio globally with HSBC InvestDirect.

Guaranteed and Term Investments

Guaranteed Investment Certificates (GICs)

  • Earn higher interest rates than Term Deposits, in most cases
  • Enjoy peace of mind with a safe, secure investment
  • Protect your principal and receive a guaranteed rate of return
  • Choose from a range of terms

Choose an HSBC GIC for a secure, flexible high-rate investment.

Term Deposits

  • Save with a secure investment that guarantees your rate of return
  • Choose from a range of terms
  • Redeemable prior to maturity9
  • Invest in several foreign currencies
  • Save faster with a Tax-free Savings Account (TFSA) term deposit

HSBC Term Deposits offer you a worry-free investment with a guaranteed rate of return and flexible options.

Registered products

  • Plan for a your child's or grandchild's education with a Registered Education Savings Plan (RESP)12.
  • Save for your retirement with an Registered Retirement Savings Plan (RRSP).
  • Plan for income in retirement with a Registered Retirement Income Fund (RRIF).
  • Save as long as you like, for whatever you choose, with a TFSA.

HSBC offers a range of investments that help you take advantage of government programs.

What kind of investor are you?

No matter your personality or comfort level with investing, there’s an approach that’s right for you.

* Issued by HSBC Investment Funds (Canada) Inc. (“HIFC”). Total maximum combined bonuses available of $1,100 if you meet all eligibility requirements for both Bonus Offers. Additional account options (spousal RRSP, RRIF and non-personal accounts) and investment products (HSBC World Selection® Portfolio service and HSBC Mutual Funds) are available in Branch only through these Offers. Please visit your branch or call Telefund at 1-800-830-8888 for details. Your eligibility for the Bonus Offers, including the payment of the Bonus Amounts, is subject to the 2021 Winter Bonus Offers Terms and Conditions. Please read the Terms and Conditions for complete details. All amounts indicated are in Canadian dollars. Offers expire May 10, 2021.

Published by HSBC Investment Funds (Canada) Inc., January 2021.

1 HSBC Investment Funds (Canada) Inc. (“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. HIFC has not independently verified the information and makes no guarantee or representation of, and accepts no responsibility or liability for, its accuracy or completeness.

AMCA is the manager and primary investment advisor for the HSBC Mutual Funds. HIFC is the principal distributor of the HSBC Mutual Funds. HSBC Mutual Funds are also distributed through authorized dealers. Commissions, trailing commissions, management fees, and expenses all may be associated with mutual fund investments. Please read the prospectus and Fund Facts before investing. Except as otherwise noted, the indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account sales, redemptions, distributions or optional charges or income taxes payable by any unit holder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Where overseas investments are held the rate of currency exchange may also cause the value of such investments to fluctuate. Investments in emerging markets are by their nature higher risk and potentially more volatile than those inherent in some established markets. The value of the underlying assets is strongly affected by interest rate fluctuations and by changes in the credit ratings of the underlying issuer of the assets. Any compounded rates of returns are used only to illustrate the effects of the compound growth rate and are not intended to reflect the future values of the HSBC Mutual Funds or returns on investment.

™ HSBC Wealth Compass is a trademark of HSBC Group Management Services Limited. HSBC Wealth Compass is an online service offered by HIFC which allows clients to discover their investor profile, receive a personalized investment recommendation and apply to start investing in mutual funds.

HSBC World Selection® Portfolio is a portfolio investment service offered by HSBC Investment Funds (Canada) Inc. (“HIFC”) . In this service, a client’s assets are invested in model portfolios. Each model portfolio is comprised of investments in HSBC Pooled Funds, which are mutual funds managed by HSBC Global Asset Management (Canada) Limited (“AMCA”) and distributed by HIFC. AMCA provides discretionary investment management services to the portfolios in the HSBC World Selection Portfolio service. Commissions, trailing commissions, management fees, investment management fees and expenses all may be associated with investments in the HSBC Pooled Funds and/or the HSBC World Selection Portfolio service. Please read the applicable account opening documentation associated with HSBC World Selection Portfolio, the prospectus and Fund Facts of the HSBC Pooled Funds in which investment may be made under HSBC World Selection Portfolio service before applying for the HSBC World Selection Portfolio service. The HSBC World Selection Portfolio service and the HSBC Pooled Funds are not guaranteed or covered by the Canada Deposit Insurance Corporation, HSBC Bank Canada, or any other deposit insurer or financial institution, their values change frequently and past performance may not be repeated. For money market funds, there can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. 

 ® World Selection is a registered trademark of HSBC Group Management Services Limited.

3 The Private Investment Counsel provide the Private Investment Management service, which is a discretionary service offered by HSBC Private Wealth Services (Canada) Inc. Under this discretionary service, assets of participating clients will be invested by HSBC Private Wealth Services (Canada) Inc. or its delegated portfolio manager in securities, including but not limited to, stocks, bonds, pooled funds, mutual funds and derivatives. Commissions, trailing commissions, management 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 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.

HSBC Private Wealth Services (Canada) Inc. is a wholly owned subsidiary of, but separate entity from, HSBC Bank Canada and provides services in all provinces of Canada except Prince Edward Island.

4 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 Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund. HSBC InvestDirect does not provide investment advice or recommendations regarding any investment decisions or securities transactions.

5 The HK$288 commission applies for trades between HK$0-1,999,999. For trades HK$2,000,000 & over, 0.10% commission applies. Visit our Global Trading Commissions page for more details.

6 Available on online equity trades on North American markets. Subject to conditions.

All products and services of HIFC, AMCA, HIDC and HPWS are only available for sale to residents of Canada, unless the laws of a foreign jurisdiction permit sales to its residents. Please contact an HSBC Mutual Fund Advisor or HPWS Investment Counsellor for more details. The contents of this page should not be considered an offer to sell or a solicitation to buy products or services to any person in a jurisdiction where such offer or solicitation is considered unlawful.

7 Interest is calculated daily, may be compounded, and is paid at the interval as opted by you based on the product you choose (which may be monthly, semi-annually, annually or at maturity).

8 You can opt into our automatic renewal option when purchasing your GIC. If you don't notify us before maturity, we will automatically re-invest your deposit (either the principal only or principal and any interest earned) at the interest rate applicable on the date of renewal, to help maximize the growth of your savings. Consult your HSBC branch regarding any eligibility &/or restrictions with setting up an automatic renewal option on your GIC(s).

9 Canadian Dollar and U.S. Dollar Term Deposits are redeemable prior to maturity with no interest paid. Foreign Currency Term Deposit is non-redeemable.

10 Interest is calculated daily, not compounded and is paid at the interval as opted by you (which may be monthly, semi-annually, annually or at maturity). Rates available on request for deposits of $100,000 or more.

11 You can opt into our automatic renewal option when purchasing your term deposit. If you don't notify us before maturity, we will automatically re-invest your deposit (either the principal only or principal and any interest earned) at the interest rate applicable on the date of renewal, to help maximize the growth of your savings. Consult your HSBC branch regarding any eligibility &/or restrictions with setting up an automatic renewal option on your term deposit(s).

12 RESPs are offered through HSBC Investment Funds (Canada) Inc. and HSBC InvestDirect.

This material is for information purposes only and is not intended to provide specific financial, legal, tax, investment or other advice, and should not be relied upon in that regard. You should not act or rely on the information without seeking the advice of a professional. Please consult your tax advisor to find out which strategies best suit your tax situation. Registered plans for individuals are subject to specific limits, tax implications and restrictions which can be found on the CRA Savings and pension plans webpage.

References to the 'HSBC Group' are references to HSBC Holdings plc its subsidiaries and affiliated companies. HSBC Holdings plc is a public limited company registered in England and Wales under Company Register Number 617987 and with its registered office at 8, Canada Square, London, England E14 5HQ.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted, on any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of HSBC Investment Funds (Canada) Inc.

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