for managing 
your portfolio


investment solutions

Investment solutions

National Bank Investments offers you several solutions to help you organize your portfolio and build your wealth: capital-protected investment, managed solutions, mutual funds and liquidity solutions.
brokerage solutions

Brokerage solutions

Whether you wish to take charge of your investment decisions or prefer an advisor to accompany you in the proactive management of your investments, with National Bank Direct Brokerage and National Bank Financial – Wealth Management you will find brokerage solutions that meet your needs.
asset management

Wealth management solutions

You will find an array of highly personalized wealth management services, from investment management to estate planning and asset distribution, via NBI Private Wealth Management and Private Banking 1859 services, our Fiduciary services, our Private Banking service, our Personalized Administration Plan and our Financial Planning services.


Tools to meet your goals

Effective tools are essential for sound planning. Browse the section hereunder for resources to help you meet your investment objectives.

Registered accounts and savings plan

Whether you are planning for retirement or your child’s education, registered accounts allow you to accumulate investment income tax free.              

  • RRSP (Registered Retirement Savings Plan)
  • TFSA (Tax-Free Savings Account)
  • RESP (Registered Education Savings Plan)
  • RRIF (Registered Retirement Income Fund)



Your retirement

National Bank provides you with a range of planning tools. These tools help you take control of your retirement planning and will even make the process enjoyable!                                                                                                                                                           

Start planning

Estate planning and trust solutions

You spent years building wealth and you want to protect your assets in order to transition them the people and causes you care about.

Our estate planning and trust solutions can help you preserve and transfer your wealth to the next generation.


Discover our solutions

MyIdea, your projects start here

Whether you’re saving for a short-term project or for your retirement, MyIdea will help you plan your savings easily and successfully.   


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