Canada

Experience

Our commitment to serving clients, not selling products.

A Client-First Culture

We do things a little differently at BNY Mellon Wealth Management. Here, we have a commitment to serving clients, not selling products–a client-first approach that has led to industry-leading client satisfaction rates.

And while we're proud of those results, it’s our client retention rates that matter most to us. Those sustained relationships can only be earned over time–and they’re what allow us to create not just richer lifetimes, but enduring legacies.

Personal strategies and services based on one question: What do you need?

The Individual or Family Investor Journey

At BNY Mellon Wealth Management, expect to receive the best of both worlds: the high-touch, one-on-one service of an investment boutique backed by the power of a large, resource-rich global firm.

Industry-leading client service. Best in class resources. A spirit of innovation. All focused on you.

Want to learn more about solutions for Individual Investors? Contact us today, and we’ll connect you with a professional who can help you build a wealth plan specific to your needs.

  • 1Discovery
  • 2Planning
  • 3Implementation
  • 4Evaluation
Step 1
Thoughtful Discovery
We start by understanding your current lifestyle needs and then examine your wealth transfer and giving aspirations.
Step 2
Intelligent Planning
From there we develop a plan of action to move your wealth strategy forward. Our investment counsellors work directly with you and your team of specialists to optimize this strategy.
Step 3
Disciplined Implementation
Once the course has been set, we implement your wealth strategy on a cost and tax-efficient basis.
Step 4
Detailed Evaluation
The first three steps create the foundation but ongoing success depends on careful attention as market dynamics, financial circumstances and life changes occur. Our Investment Counsellors meet with you to review the progress of your portfolio against the purpose and adjust to meet these changes.

    We understand what makes institutional wealth management unique. And we know how to optimize it.

    The Institutional or Family Office Investor Journey

    No single firm offers family offices and non-profits integrated support like BNY Mellon Wealth Management. Industry-leading custody capabilities and deep fiduciary knowledge make our in-house expertise for institutions unparalleled.


    Want to learn more about our solutions for Institutions? Get the answers you need to discover what BNY Mellon Wealth Management can do for your organization.

    • 1Discovery
    • 2Planning
    • 3Implementation
    • 4Oversight
    Step 1
    Thoughtful Discovery
    We focus on understanding your organization’s needs and goals, particularly the short term and long term objectives and constraints for the portfolio.
    Step 2
    Strategic Planning
    From there, our investment counsellors will analyze the portfolio and work with you to design a customized Investment Policy Statement.
    Step 3
    Disciplined Implementation
    Leveraging the Investment Policy Statement, we design the manager structure and implementation plan to transition the portfolio to the new strategy.
    Step 4
    Proactive Monitoring and Oversight
    Our Investment Counsellors communicate our advice on an ongoing and proactive basis, meeting with your investment committee or board to review the portfolio and revisiting your organization’s goals to identify new opportunities or risks.

      Want to learn more about becoming a BNY Mellon Wealth Management client?

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