Canada
Investment Outlook: Time Is Your Friend

Markets rebounded in the first quarter, earning back most of the fourth quarter's losses as investors' nerves calmed.

2019 Quarterly Investment Update

On Tuesday, April 9, 2019 at 4PM EST please join Wealth Management's Chief Investment Officer, Leo Grohowski, to discuss the financial markets and more on our quarterly investment webinar.

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Preparing Your Children for Their Inheritance

Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.

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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

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

Connect

Learn more about us

Want to Know More about BNY Mellon Wealth Management?

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