Capital G Private Banking Services

You are a discerning individual or business-owner who requires customized financial solutions and personalized transaction processing services. Your solution: Capital G Private Banking, bringing together the best of Capital G personal and corporate financial services to meet your day-to-day and long-term financial needs. Capital G Private Banking offers a highly personalized, dedicated service for customers like you.

The Private Banking relationship management philosophy is based on caring for your holistic financial well being. Our approach is to provide a dedicated resource who is empowered to draw on the team expertise in banking, mutual funds, finance, credit, trust, investment management and insurance, in order to deliver the highest quality service in managing your relationship with Capital G.

Your Relationship Manager is specially trained to understand your unique financial needs - both personal and corporate - and provide solutions personalized for you. Your Relationship Manager can access the resources of the entire Capital G group and put them to work for you, with the highest level of discretion and privacy.

As a Capital G Private Banking client, you'll enjoy having your financial needs personally managed in a private and exclusive setting. In addition, you will benefit from the convenience of being able to provide instructions via the telephone or facsimile for a range of transactions including currency, drafts, bill payments and general account management.

Upon enrollment with Capital G Private Banking, you will receive:

Features and Benefits

• Dedicated Private Banker to present solutions and handle your financial needs
• Comprehensive financial solutions from the Private Banking team with combined expertise in Savings, Deposits, Loans & Mortgages, Credit Cards, Investments, Wealth Management and Insurance
• A complimentary consultation with our financial planning professional
• Priority processing of requests for loans, mortgages, credit cards and other standard day-to-day inquiries
• Preferred deposit, lending and insurance rates
• No annual fee for the first year on your VISA Prestige credit card
• Dedicated Financial Service Representatives to handle your standard day-to-day requests
• Ability to conduct transactions via telephone and facsimile
• Card key access to the Capital G Private Banking Centre
• Invitations to exclusive educational, social and sports events

For more information on Private Banking, please contact us .

CFP®, CERTIFIED FINANCIAL PLANNER^™, and  are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

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