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Private Investment Counsel

HSBC Private Wealth Services (Canada) Inc.’s Private Investment Counsel business is dedicated to serving high net worth clients by providing discretionary investment management solutions tailored to each client’s specific needs and objectives. We combine HSBC’s investment expertise and global reach with an elevated level of insight into your financial situation to provide personalized wealth management distinctly suited to you.

Your Private Investment Counsel team

To ensure your portfolio receives the attention it deserves, it will be managed by a team of investment professionals dedicated to unlocking the world’s potential:

  • Your Investment Counsellor is your primary contact and will work with you to assess your financial needs, risk tolerance and objectives and develop an investment strategy that meets your financial goals.
  • Your Wealth Planner will work with you to review your entire financial picture with you, and recommend solutions that are customized to your individual circumstances. 
  • Dedicated Portfolio Managers at HSBC Global Asset Management (Canada) Limited are entrusted with the day-to-day management of your portfolio. 

 

The investment process leverages HSBC investment teams situated around the world who evaluate individual securities following in-depth analysis of proprietary and third-party research, to add value to your portfolio through superior asset allocation and sector and security selection within acceptable risk tolerance levels.

To access insights, market updates, tools and perspectives of investment experts from around the world, visit HSBC’s Investment Insights Centre at https://www.hsbc.ca/investments/insights-centre

Important Information

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.

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