Coming back to Canada after many years away, and currently shopping around to find a one stop bank. If it comes down to it, and there's no one bank that can consolidate services at a good price; I don't mind using multiple providers.
300k currently in USD cash (which at some point will need to be converted to CAD)
400k in investments (currently using 2 brokers - not a large portfolio of holdings, but I do some short term trading, but nothing crazy. If I had to guess 100 trades a year would be towards the high side.
Will be looking for a mortgage, probably in the 500-600k range.
Dual income (actually it should read 'about us') with combined income of 250k.
I don't need fancy broker reports, or to be invited to wine and cheese events, but looking for a consolidated bank to do regular banking at low fees, handle my mortgage, offer good fx services (I may or may not convert at one time) and offer low cost trading (low volume on large caps, and some higher trading on small caps)
May walk into each of the major banks for a meeting, but thought I could save some time, if anyone can offer any suggestions?