About the Candidate
Merrill Lynch Canada Inc.
Merrill Lynch is a long-established American financial firm. It operated as a wealth management division of Bank of America since its acquisition by BAC in 2009. Merrill Lynch designs personalized investing strategies around clients based on their unique needs. People can have a complete view of their total financial picture with single login access between Bank of America banking and Merrill Lynch Wealth Management brokerage accounts.
美林证券是一家历史悠久的美国金融公司。自 2009 年被 BAC 收购以来，它作为美国银行的财富管理部门运营。美林根据客户的独特需求设计个性化的投资策略。通过美国银行银行和美林财富管理经纪账户之间的单次登录访问，人们可以全面了解他们的整体财务状况。
505 Burrard Street, Vancouver, British Columbia, V7X 1M5, Canada
1-855-856-0584Merrill and Bank of America offer a wide range of solutions to help clients, including–
- Manage finances: clients can take control of their spending and save with Bank of America’s suite of banking products and services, such as checking accounts, saving accounts, credit cards, mobile and online access, and BAC preferred rewards.
- Grow wealth: dedicated advisors from Merrill help clients put in place a personalized investment approach. They offer Merrill Lynch Investment Advisory Program (IAP), alternative investments, and sustainable and impact investing.
- Save for the future: Merrill assists with plans for retirement, health care expenses and future education needs. The company provides retirement accounts, lifetime income in retirement, education savings, and health saving accounts.
- protect wealth: to protect clients’ wealth against unexpected costs and market volatility, Merrill provides life insurance, annuities, long-term care insurance, and disability insurance.
- Plan the impact of wealth: Merrill navigates the complexities and opportunities of bringing greater purpose to clients’ wealth. It offers wealth impact planning, trusts, gifting and legacy planning, personal philanthropy, and fiduciary trust solutions.
- Borrow: to fund clients’ goals, Merrill provides mortgages, lines of credit, custom lending, and auto loans.
美林和美国银行提供广泛的解决方案来帮助客户，包括——
管理财务：客户可以通过美国银行的银行产品和服务套件控制他们的支出和储蓄，例如支票账户、储蓄账户、信用卡、移动和在线访问以及 BAC 首选奖励。
财富增长：美林的专业顾问帮助客户制定个性化的投资方法。他们提供美林投资咨询计划 (IAP)、另类投资以及可持续和影响力投资。
为未来储蓄：美林协助制定退休计划、医疗保健费用和未来教育需求。该公司提供退休账户、退休后终生收入、教育储蓄和健康储蓄账户。
保护财富：为保护客户的财富免受意外成本和市场波动的影响，美林提供人寿保险、年金、长期护理保险和伤残保险。
规划财富的影响：美林驾驭复杂性和机遇，为客户的财富带来更大的目标。它提供财富影响规划、信托、馈赠和遗产规划、个人慈善事业和信托解决方案。
借款：为满足客户的目标，美林提供抵押贷款、信贷额度、定制贷款和汽车贷款。