Banking Services
Your finances may be complex, but your banking relationship shouldn’t be. Your dedicated banker works with you to develop a personalized strategy to manage, preserve and grow your wealth. To address your unique personal and business objectives, we offer a full range of premier banking products, innovative financing options and exclusive benefits. By understanding your financial goals and what's important to you, we will help you create a banking strategy that complements your overall financial plan.
Why Choose
- Preferred pricing and special rates on deposit and lending products
- No fees on most banking transactions
- Additional benefits for qualified clients
- Strategic bank planning support for business and professional services organizations
- Higher limits on mobile deposits, money movement and ATM transactions
- Dedicated mortgage loan officers
- Premier client service
Wealth Planning
For individuals, families, and business owners with complex wealth planning needs, we offer an in-depth wealth planning process built on your unique requirements and objectives. Our Wealth planning focused on your life today as you plan for your future. Our approach sheds light on your priorities and creates a financial plan to help get you there. The path to your financial goals becomes apparent when you work with our team of experts in wealth management. A clear vision of the financial life you want to achieve can help you create, grow and protect your wealth to make the greatest potential impact.
Why Choose
Investment Services
We focus on your unique financial goals and long-term investing success and this is fundamental to the selection of appropriate investment strategies and responsible management of your wealth. Our Investment Services Managers is a dedicated team of investment strategists with a global view that encompasses macroeconomics, market trends and central bank and government policies. The team works to distil the investment world’s complexities into implementable, actionable views and strategies. We accomplish this by following a data- and process-driven three-step methodology which includes asset research, investment selection and portfolio construction.
Why Choose
Loan Services
Throughout your lifetime, you may need access to cash for several important goals, such as funding loved ones' education, exploring investment opportunities or purchasing a primary home, vacation home, boat or aircraft. We have customized Wealth Management loan options that complement other aspects of your financial plan. Whether you are buying a residence or an investment property, your banker will coordinate with mortgage loan originators, processors, underwriters and closers to help meet your specific needs. Along with benefitting from our flexible rate structure, you may be able to take 0.25% of your new first mortgage loan amount and deduct it from your mortgage closing costs.
