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Private Investment Counsel HSBC Private Wealth Services (Canada) Inc.

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Private Investment Counsel Open up a world of potential for your investments

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HSBC: Bringing global scale to your investmentsA trusted and respected name in banking and financial services, HSBC has over 150 years of operating history and an international network spanning Europe, Asia, the Middle East and Africa, North America and Latin America.

HSBC is one of the world’s largest banking and financial services organizations, serving tens of millions of customers worldwide through our global businesses.

HSBC enables businesses to thrive and economies to prosper, helping individuals fulfill their dreams and realize their ambitions.

Every dream begins with a vision. Let us open your eyes to a world of opportunity.

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Entrusting your money to capable hands allows you to focus your energy on what else matters: your family, your business, and living your best life.

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Capitalize on our perspective to enrich your world You want to preserve and safeguard the wealth you have worked hard to achieve. In a wealth management partner, you expect exceptional solutions and personalized support that will help bring your dreams to life.

To that end, we believe peace of mind matters when it comes to your investments. We also believe in delivering to our clients excellence at every level.

Leading personalized wealth management solutions

HSBC Private Wealth Services (Canada) Inc. offers high-net-worth and ultra-high-net worth clients a boutique experience backed by the strength and stability of one of the world’s leading financial institutions.

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.

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HSBC Global Asset Management offices

The world at your doorstepWe understand that as you achieve greater success, your life can increase in complexity. We are committed to evolving with you. Private Investment Counsel clients are serviced by a fully integrated team of wealth professionals dedicated to working closely with you to understand your objectives and meet your changing needs through exceptional and exclusive services. We aim to deliver you the extraordinary, every day.

Benefit from the investment insights of HSBC’s vast network of research analysts and portfolio managers. HSBC Global Asset Management’s presence in a wide array of markets enables us to build truly diversified and unmatched portfolios designed to grow, preserve, and safeguard your wealth.

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Investment Counsellor

Your dedicated Investment Counsellor, backed by a team of

Portfolio Managers1, will work with you to assess your financial needs and objectives

and develop an investment strategy that meets your

financial goals.

Private Client

Relationship Manager

Your Private Client Relationship Manager2

will guide and support your individual banking needs, and

act as a liaison with HSBC wealth and investment experts.

Wealth Planner

A Wealth Planner3 is available to review your entire

financial picture with you, and recommend solutions

that are customized to your individual circumstances.

A dedicated team committed to helping you achieve new heights

Where excellence is standard Excellence is our mantra. Your dedicated and experienced team of banking and wealth experts will work hand-in-hand with you to develop a thorough picture of your personal circumstances, and our wealth experts will determine your financial needs, investment objectives, time horizon, and risk tolerance with you. Based on the detailed portrait of you that emerges, we will recommend an investment strategy personalized to you.

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Your investment journey, powered by a world of expertiseYour individual investment strategy will be based on a disciplined five-step approach that draws on the expertise of HSBC investment professionals worldwide.

Through your discovery process, to ongoing portfolio monitoring and review, we are your partner in helping you make your dreams a reality.

Discovery Your Investment Counsellor will meet with you to get a clear picture of your financial position, life goals, and what’s important to you.

Objective Setting Your Investment Counsellor will also work with you to determine your investment goals, risk tolerance, and any other key characteristics unique to your personal financial situation.

Asset Allocation Based on your discussions, your Investment Counsellor will recommend a customized investment strategy and optimized mix of investments that align with your goals to set your portfolio up for success.

Portfolio Construction Dedicated Portfolio Managers will select investments to construct your portfolio based on your investment strategy.

Monitoring & Review Our team of experts will regularly monitor your portfolio and the market, to ensure you remain positioned to achieve your goals.

Translating global investment insights into your success

Top-down Our Portfolio Managers take into account world markets, geopolitics and global economic factors to ensure your portfolio is diversified among different asset categories.

Portfolio Investment decisions are made to balance risk against performance and to optimize your portfolio to ensure it contains the most suitable investments for you.

Bottom-up Our Portfolio Managers select individual securities based on a deep analysis of companies and industries.

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Our time-tested, disciplined process helps your investments stay on course

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Live well by maximizing your financial potentialA strong, tailored plan is essential to growing, preserving and transitioning wealth.

In concert with your Investment Counsellor and Private Client Relationship Manager, your Wealth Planner can help you build a comprehensive path forward, designed specifically to help your personal and financial goals.

Financial and retirement planning Access expert guidance on growing your assets, and whether you are on track to enjoy the retirement you envision.

Business transition planning Create a succession strategy so you can feel prepared to transition your business with confidence.

Protecting your assets Benefit from strategies designed to help you preserve your wealth and protect your financial well-being.

Cash flow optimization Fulfill your present needs for liquidity while balancing your need to attain longer-term goals.

Education planning Understand how to best provide for your child’s or grandchild’s education.

Estate and legacy planning Protect and grow your assets during your lifetime, to ensure you efficiently pass on your legacy to the next generation.

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Excellence centered on you.

As our client, you can expect highly personalized, discretionary investment management that’s focused on meeting your evolving needs.

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Unlock the world of potential

we offer by contacting

HSBC Private Wealth Services

(Canada) Inc. today at

1-844-756-7783, or visit

hsbc.ca/wealthmanagement

BA# P1903001 30042020

1 Portfolio Management for the Private Investment Management service is delegated to HSBC Global Asset Management (Canada) Inc.

2Employees of HSBC Bank Canada.

3 Wealth Planners provide the Private Wealth Planning services, which are offered through HSBC Private Wealth Services (Canada) Inc., a wholly owned subsidiary of, but separate legal entity from, HSBC Bank Canada.

The Private Investment Counsel provides the Private Investment Management service, which 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 HPWS or its delegated portfolio manager, HSBC Global Asset Management (Canada) Limited (“AMCA”), in securities, including but not limited to, stocks, bonds, pooled funds, mutual funds and derivatives. Commissions, management fees, custodial fees and expenses 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 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.