YOUR PRIMARY PARTNERS
—
It all starts with getting to know you.
YOUR FINANCIAL PARTNERS FOR LIFE
——
We recognize how valuable your time is.
That is precisely why you will have our Investment Counsellors and Senior Private Bankers at your disposal - intent on understanding, and fully equipped to respond to your specific investment, banking and lending requirements.
Having access to your investment specialist as well as a banking expert located on the same premises will offer you not only convenience but the guarantee that your wealth needs will be managed effectively, efficiently, and in a holistic and integrated manner.
YOUR FIRST-LINE CONTACTS
——
Your Investment Counsellor Will:
- Thoroughly explore your vision and aspirations, then customize a wealth management strategy for you.
- Draw upon the expertise of our internal partners and resources to optimally integrate all elements vital to your comprehensive financial plan.
- Involve your Senior Private Banker to harmonize any specialized banking and lending services you may require to support your overall objectives.
- Consult with you regularly, monitor developments, and recommend when adjustments are warranted.
Your Senior Private Banker Is On Hand To:
- Offer a complementary suite of accounts and services that correspond to your banking needs.
- Manage your day-to-day banking transactions.
- Facilitate your personal credit and lending requirements.
- Work closely in a pivotal role with your Investment Counsellor to support your integrated investment objectives and overall wealth management strategy.
We would be delighted to connect you with an Investment Counsellor or a Senior Private Banker who can address your particular needs.