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 As a private banking client, our commitment is to consistently
provide you with considered advice from one of our select
private bankers.
As a financial planner, he or she will work with you to
obtain a thorough understanding of your various income streams,
banking and tax planning needs, as well as those of your
family. Only then, guided by the strategy you developed
together, will your private banker set out a complete financial
strategy.
Your private banker is supported by a team of professionals,
each conversant with your financial affairs, and always available
for consultation by phone or in person in your home or in
the privacy of our private banking offices.
When you or family members are away for short or extended
periods, your private banker continues to act in your absence.
You can rely on him or her to handle your day-to-day banking,
as well as to advise you of any other financial matters that
may require your attention.
And should you require the expertise of an investment specialist
or business banker, your private banker will include that
specialist as part of your financial team, while remaining
your primary relationship manager.
You can explore our Tailored
Private Banking Services. Or how we provide Access
to Experts on your behalf. Or contact
us at any time.
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