Partners in the Management of Your Wealth
In addition to investing and wealth management, many of our clients require the same high level of service for their personal and business banking, credit and lending. Like our team, our partners in Private Banking have built their model upon a high level of service that is dedicated to high-net-worth business owners, executives and professionals, as well as their families.
Once we have completed a thorough review of your financial situation, we assess whether Private Banking is right for you with a multi-step analysis of your liquidity, debt, cash and credit needs. If appropriate, we then arrange an introduction to one of a number of Private Banking teams in our network who are suited to work with you.
Based on your needs, your Private Banker and their team can then tailor banking packages and complex credit and lending facilities. You might wish to create personal equity in your company, acquire or diversify investment holdings, purchase real estate, provide financial assistance for family members or consolidate your existing lending. You can also structure loans through trusts and holding companies.
Recently, and for the sixth consecutive year, Private Banking was named Canada's Top Private Bank in the prestigious International Euromoney Private Banking survey. This is in addition to additional awards earned in 2012, including the inaugural 2012 Global Private Banking Award for Best Private Bank in Canada and the 2012 Private Banker International Global Wealth Award for Outstanding Private Bank in North America.
To learn more or to be introduced to a Private Banker, please speak with us today.