We define wealth banking as the strategic management of an individual’s net worth. But what does that mean to you? It means your private banker, as your steward, will manage your personal balance sheet hand-in-hand with your investment counsellor to help ensure your current and future requirements are met. It means access to personalized credit solutions that allow you to take advantage of opportunities when they arise. If you are a business owner, it also means access to commercial lending facilities and other important services.

DEPOSITS

Premium deposit services including “all in one” accounts allowing you to:

  • Maximize convenience and flexibility
  • Create efficiency and effectiveness in cash management

 

LEVERAGE

Credit is a strategic resource. We are your partner to help you implement strategies, such as risk management, to achieve your goals. Solutions may include: 

  • MPW Non-Registered Investments 
  • Leverage of Insurance Policy Cash Surrender Value 
  • Residential Real Estate financing 
  • Commercial Real Estate financing 

OUR APPROACH

Your dedicated Private Banker will work with you to craft personalised solutions to help you achieve your long term goals and walk with you as you

  • Build
  • Manage
  • Preserve and
  • Transition, your wealth