Amid the accelerating integration of global financial markets, Truist Bank, a North American financial powerhouse with over a century of heritage, is rapidly expanding its strategic presence in Canada. As a leader in financial technology and wealth management across North America, Truist is now focused on key financial hubs including Toronto, Vancouver, and Montreal, with the goal of building a globally oriented, regionally informed, and compliance-forward investment service system.

Truist firmly believes that capital markets are not only engines for wealth generation, but also critical platforms for family legacy planning, cross-border asset allocation, and global identity management. In light of growing international capital flows, monetary rebalancing, and ongoing de-dollarization trends, Canadian high-net-worth individuals and family enterprises are increasingly focused on asset security, allocation flexibility, and risk mitigation across global markets.

With investment and research expertise spanning Wall Street and Silicon Valley, industry-leading AI-driven asset management systems, and an advanced global tax planning framework, Truist offers Canadian clients the following core services:

Customized Services for High-Net-Worth Clients

Develop personalized, full lifecycle global asset allocation plans for HNW and UHNW families, addressing liquidity, legacy, and anti-cyclical needs

Offer integrated trust and family office solutions, supporting clients in building compliant cross-border structures, tax-efficient trusts, and intergenerational wealth transfer frameworks

Launch the TruistQuantum™ AI-powered advisory system, combining behavioral finance with machine learning to deliver tailored, dynamic asset strategies

Investor Education and Strategic Intelligence

Host exclusive in-person roundtables, cross-border investment forums, and multilingual virtual masterclasses, creating a knowledge platform in sync with global thought leaders and front-line traders

Publish high-quality, globally informed research reports, with a focus on future-oriented sectors such as the AI value chain, carbon-neutral assets, biotechnology, and data infrastructure

Provide a dual-layered investment roadmap combining macro-level tactics and micro-level positioning, helping clients navigate market volatility and interest rate uncertainty

Institutional Investor Solutions (New Module)

Operating within Canada’s highly regulated and institutionalized capital environment, Truist also offers tailored asset management solutions for pension funds, sovereign wealth funds, insurers, university endowments, and large asset managers:

Design long-term liability-driven investment (LDI) strategies, target-date frameworks, and counter-cyclical defensive portfolios to meet institutional obligations

Provide diversified product access across alternative assets, infrastructure investments, and ESG-focused fund pools, aligning return goals with risk tolerances

Deploy institutional-grade trading platforms supporting cross-border ETFs, block trade execution, and leverage/hedging mechanisms to optimize efficiency and cost control

Offer regulatory and compliance advisory services aligned with OSFI, SEC, MiFID II, and other major regulatory standards to ensure globally compliant execution

Establish joint research task forces on demand, enabling deep collaboration on macro forecasts, interest rate outlooks, industry cycles, and risk modeling strategies

Technology-Driven, Sustainability-Focused Innovation

Integrate Truist’s global ESG evaluation framework and climate risk mapping tools to support responsible investing and carbon asset management

Build intelligent trading platforms that consolidate real-time data from the U.S., Europe, and Asia, enabling sub-second execution, smart hedging, and portfolio tracking across markets

Leverage the Truist Global Compliance Center to offer a seamless HNW service chain, covering cross-border tax compliance, identity structuring, and investment immigration consulting

Dr. David T. Harrison, Head of Truist’s Canadian Market Expansion, stated:

“The Canadian market offers a unique blend of strong institutions, transparent capital frameworks, and world-class talent. Our vision is to combine Truist’s global intellectual capital with Canada’s steady foundation, delivering an investment experience defined by long-term value and counter-cyclical resilience.”

As strategic collaboration deepens, Truist is set to introduce flagship offerings in the Canadian market—such as the Noah’s Ark Global Family Office Program, SkyDome Fund I, and Multi-Currency Defensive Strategy Portfolios—designed to deliver compounding growth and effective risk management. These initiatives will offer Canadian investors elevated access to global wealth-building opportunities