NBI Private Wealth Management

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A premium asset management service

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An offer tailored to you and your family

  • Do you have $250,000 or more to invest?
  • Are you planning any ambitious projects?
  • Are you concerned about your family's well-being?

NBI Private Wealth Management1 could be the right solution for you.

Contact us to meet an financial planner2.


Sharing benefits with your family

NBI Private Wealth Management offers a premium discretionary portfolio management service inspired by an institutional approach. The service provides exclusive privileges to affluent clients and their family who have more than $250,000 to invest.

Regroupement familial
Gestion de portefeuille
Honoraires dégressifs
Privilèges exclusifs
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Householding program

Householding allows family members to combine their accounts to yours so they can enjoy the same privileges as you and benefit from the expertise of your trusted financial planner, while maintaining complete confidentiality over their own accounts.

Householding program example

 

 

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Sliding scale fees

Save on service fees

NBI Private Wealth Management offers a competitive fee structure, with service fees calculated on a sliding scale. This calculation is based on the total market value of the assets held in your account and your family's accounts.

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Portfolio management

Take advantage of many investment opportunities

Our 100% open architecture structure allows us to work with some of the most talented portfolio managers around the world, offering you access to their expertise through our private portfolios.

Diversification of management styles and asset classes to better balance the risk and return of your portfolio over the long term.

Seven model investment profiles, including one in U.S. dollars, designed to match your time horizon, risk tolerance and tax situation.

Exchange-Traded Funds (ETFs) used in order to exploit short-term market opportunities, generate better returns and reduce volatility.

Our investor profiles

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Enjoy the many exclusive benefits!

The Wealth Management financial package3 gives you access to the following benefits:

  • Attractive rates on mortgage solutions and lines of credit
  • Bank accounts in CA$ and US$
  • The National Bank World Elite® MasterCard® credit card with no annual fee4
  • The Medical Care Assistance program5
  • A travel concierge service available 24/7, both in Canada and abroad

Take advantage starting today

Speak to your advisor or call NBI Private Wealth Management Customer Service:
Monday to Friday | 8:30 a.m. to 5:00 p.m.

1-877-350-2287       Download the brochure