Private Wealth Management

The relevance of optimizing yield on principal when investing requires that sound and prudent investment decisions are made in order to ensure that returns on investments are maximized while preserving capital.  Through the Private Wealth Management desk, our dynamic team provides you with a cutting-edge financial and investment services that will assist you in meeting your investment goals. Your funds will be invested in highly liquid money market and fixed-income assets at competitive interest rates, ensuring portfolio diversity and significant returns on investment. You will be assigned a Portfolio Manager who will be in charge of creating a well- diversified portfolio based on your risk tolerance.

• Structured notes
• Mutual funds
• Property/real estate investment
• Equities
• Bonds