Canada
Investment Outlook: Moderate Growth Ahead

As we work through global trade negotiations, political wrangling and geopolitical tensions, we expect the headlines to provide momentum for strong moves in markets, both higher and lower.

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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.

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Experience

What to expect as our client

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

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