Home | BNY Mellon Wealth Management Canada

Strategy

Investment Outlook: A More Challenging Road Ahead

The global economy will muddle through, but between trade frictions, the potential policy mistakes, geopolitical tensions and political uncertainty, the markets will have a lot to digest.

Vision

2019 Mid-Year Outlook: Navigating an Extended Cycle

Leo Grohowski

As we begin the second half of the year, what will the global economy and markets hold for investors?

Vision

Preserving Your Family Legacy With Strategic Philanthropy

Avery Tucker Fontaine, Joan K. Crain

We'll show you how establishing a strategic, flexible and functional approach to philanthropy can help ensure long-term family unity and legacy preservation.

Discover

The types of clients we serve and the services we offer

Individuals & Families

We serve individuals and families, many of whom own or have sold an entrepreneurial business. They want to preserve and grow their wealth and leave a legacy for future generations. Clients come to us for sophisticated counsel and tailored solutions to help ensure their investment success.

Institutions & Family Offices

We serve family offices and institutions, including endowments and foundations, that are typically seeking custom investment solutions, transparent recommendations, and comprehensive reporting. Whether they need a strong partner to help execute their own investment thinking, or an advisor to analyze, research and recommend a successful, long-term investment strategy, BNY Mellon Wealth Management has the expertise and resources to help clients achieve their unique goals.

Want to learn more about the BNY Mellon experience?

Experience

What to expect as our client

Experience

A Client-First Culture

As a client of BNY Mellon Wealth Management’s Advisory Services, your investment strategy will be designed by a seasoned Investment Counsellor with a commitment to rigorous research and highly personal service. Together, we will agree on a roadmap—your Investment Policy Statement—which ensures a clear understanding of your objectives and outlines our specific recommendations for meeting them.

Perspectives

Our expertise at work

Strategy

Are Collectibles a Good Investment?

Collectibles are a unique investment opportunity to combine personal passions with financial return. Yet, there are some unique risks involved. Here is what you need to know before getting started.

Strategy

How Companies Can Do Well by Giving Back

In Partnership With WSJ. Custom Studios

Corporate donations rose to $20.77 billion in 2017, helping charitable giving in the U.S. cross the $400 billion mark for the first time. For companies, the rewards are both financial and personal.

Strategy

Get the Most From Your Board of Directors

Taking steps to ensure your board is well-designed, well-informed and properly engaged will reap significant benefits for your company's shareholders and management team.

Connect

Learn more about us

Contact

Want to Know More about BNY Mellon Wealth Management?

Fill in the quick contact form and we’ll connect you with the right person to discuss your needs.