At a glance
Why choose portfolio management?
- Have a qualified professional manage your investment portfolio.
- Strike a balance between risk and reward.
- Enjoy a flexible solution that stays true to your goals.
Your main benefits
- Have a clear plan to achieve your goals.
- Be able to react to the unexpected.
- Achieve the maximum benefits of diversification.
It is all about teamwork!
First, we will get to know you
We are committed to understanding your needs. What are your goals? What keeps you up at night? These two simple questions will help us fine-tune our advice.
Next, we will draw up a strategy
Your advisor will work with you to draft an investment policy statement. This document serves as a blueprint for managing your portfolio.
Lastly, we will build a portfolio
You will choose the investment products best suited to your needs. Your trusted advisor will oversee your portfolio and provide regular follow-up.
It is easy when you have the right support
What type of investor are you?
Assisted investor
Entrust your investments to one of our experts so you can spend more time on what matters to you. Check out our discretionary portfolio management services.
Solutions offered:
- myWEALTH – Managed
- IA Private Portfolios
- myWEALTH – Unified
- Baskets
See our discretionary management solutions
Self-directed investor
Take full control of your investments. Look into our non-discretionary management solutions for investors who have already mastered the ins and outs of financial markets.
Products offered
myWEALTH – Advisory
Fixed fees. No unpleasant surprises. Your investment advisor has just one goal: growing your wealth.
Trading account |
Commissions per transaction. Our experts will communicate market information and recommend investments. But you will be in charge of making all the decisions.
Accounts and investment vehicles
Accounts
Cash account
When you buy or sell securities, the amounts will be debited from or credited to this account.
Margin account
A margin account allows you to borrow against the value of the investments in the account.
Registered accounts
Looking to grow your investments tax-free? This type of account is for investments held in a Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF).
Registered Education Savings Plan (RESP)
An RESP lets your savings grow tax-free until your child begins their post-secondary education.
Registered Disability Savings Plan (RDSP)
An RDSP is a registered account used to save for the long-term care of a person with a disability.
Tax-Free Savings Account (TFSA)
Want to travel more? A TFSA is a great way to save for your short-term projects. Income, interest, dividends and capital gains in this account are not taxable, even at withdrawal.
Multi-currency accounts
These accounts are exclusive to National Bank Financial — Wealth Management. Since they allow you to diversify your portfolio by investing in markets outside of North America, they offer better long-term performance.
Investment vehicles
- Treasury bills
- Guaranteed Investment Certificates (GICs)
- Government bonds
- Corporate bonds and debentures
- Preferred shares
- Common shares
- Options
- Forwards
- Exchange-traded funds
- Alternative investments
- Tax-efficient products
Structured products
Availability of these innovative solutions may vary.
- Principal-protected notes
- Non-principal-protected notes
- Made-to-measure notes
- Market-linked GICs
- Closed-end funds
- Structured fixed income products
- Flow-through limited partnerships
Our expertise at your service
Financial planning
Fixed fees. No unpleasant surprises. Your investment advisor has just one goal: growing your wealth.
Tax planning
Safeguard your assets. Our expert advisors can help minimize your tax obligations.
Need portfolio management advice?
Talk to an wealth advisor. They know how to get your projects off the ground.
