Canada

Learn about us

Gaining strength from the global resources of BNY Mellon, we remain independent in our thinking, unbiased in our advice and transparent in our approach.

Why BNY Mellon Wealth Management?

BNY Mellon Wealth Management Advisory Services is a leading provider of highly specialized investment solutions for many of Canada’s wealthiest individuals, families and institutions. We are distinguished by independent, objective thinking that is founded on deep analysis and research.

18+Years

Average industry experience of our investment counsellors

$4.2B

Private client assets as of 12/31/16

20+

Global manager research professionals across BNY Mellon

Want to learn more about BNY Mellon Wealth Management?

BNY Mellon Wealth Management's Advisory Services focus is to work with our clients to help them understand and address their financial concerns.

Independent Thinking and Objectivity

We offer an independent, unbiased and research-driven approach

Customized Investment Options

We present and recommend investment options that are based on your specific needs and preferences

Personalized Client Experience

Our team of professionals is distinguished by an unwavering focus on service

Our team consists of investment professionals who are highly skilled, highly motivated and highly experienced. They work collectively, with strong integrity and are vigilant in their goal of bringing you well researched, well thought out ideas and solutions.

Exceptional people, genuinely committed to your success.

Meet our local leadership

BNY Mellon Wealth Management's Advisory Services team has a rich history of working with individuals and institutions to ensure that their wealth remains intact for future generations.

Boutique-like Delivery of Large Firm Resources

We have been helping Canada’s wealthiest individuals, families and institutions achieve their financial goals for over 20 years. Leveraging the world class global resources and expertise of BNY Mellon, our experts provide independent, objective advice to help our clients achieve their unique goals.

Want to Know More About BNY Mellon Wealth Management?

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