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:
*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."