Discretionary Portfolio Management
A Private Banking Representative will work with you on a one-to-one basis to establish an investment plan unique to your objectives.
Our Discretionary Portfolio Managment Services for Individuals, Corporations or Trusts* include:
- Investment Advice and Management
- Segregated Safekeeping and Settlement of Securities
- Income Collection
- Use of Nominee Facilities
- Web-Based Account access and monitoring
- Provision of Cash and Asset Statements
- Deposit and Foreign Exchange Facilities
- Cash Management
*US or CDN $500,000 minimum account balance
We will take a comprehensive approach to designing your investment program. Based on an analysis of your objectives, formal guidelines will be drawn up for the Investment Managers and your resources will be allocated to match your goals. Your private banker will handle all administrative matters related to your account.
If you are interested in establishing a Discretionary Investment Management
Account, please complete the following steps:
*"This is not a solicitation for services and Online Discretionary
Management Accounts may not be available to residents of certain jurisdictions
and neither use nor sale is intended where prohibited by law. Please
contact our Private Banking department
to determine if an Online Investment Account is suitable for your
company, trust or you as an individual."