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.
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.
myWEALTH – Advisory
Fixed fees. No unpleasant surprises. Your investment advisor has just one goal: growing your wealth.
Commissions per transaction. Our experts will communicate market information and recommend investments. But you will be in charge of making all the decisions.
When you buy or sell securities, the amounts will be debited from or credited to this account.
A margin account allows you to borrow against the value of the investments in the account.
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.
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.
Availability of these innovative solutions may vary.