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Our advisors |
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The Personal Banking Advisor
The Personal Banking Advisor is the ideal advisor to help you prudently manage your personal finances, whether your needs are in the area of banking, credit, savings, or all three.
Personal Banker
Backed by years of experience, your Personal Banker can offer solid advice, personalized service and innovative solutions that will optimize your return on investment and help you restructure your debt. He/she can also analyze your retirement needs and develop a plan that works with your specific situation.
Financial Planner*
Taking into account your personal finances, investments, and retirement goals, a Financial Planner will develop a comprehensive plan to help you with your short and long term objectives. Your file will be continuously monitored to ensure that your financial planning strategies are always in line with your needs.
The Retirement and Investment Advisor
This specialist supports Personal Banking Advisors and Personal Bankers in the area of retirement planning. He/she advises you when you are investing to accumulate wealth for your retirement, as well as when you start to draw on your retirement savings.
Investment Advisor
By monitoring changes in the stock market, your Investment Advisor will help you maximize your return on investment and minimize the downside risks. He/she can also recommend complementary products and services, explain their benefits, and risks and provide you with the guidance you need to increase or secure your wealth.
* Our financial planners are registered under the licence of National Bank Securities, a wholly-owned subsidiary of National Bank of Canada.
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National Bank Securities |
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For your mutual funds investments
National Bank Securities is a subsidiary specialized in the creation and management of mutual funds and mutual fund portfolios.
National Bank Securities’ products are distributed throughout National Bank’s branch network, through National Bank Direct Brokerage, National Bank Financial and a coast-to-coast network of external brokers. As at October 31, 2011, National Bank Securities has more than $13.6 billion of assets under management.
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National Bank Direct Brokerage |
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Partner to independent investors
If you prefer to manage a part or your entire investment portfolio on your own, National Bank Direct Brokerage is your partner of choice for initiating your own “buy” and “sell” transactions on a wide range of financial products, including individual stocks and bonds, options and mutual funds. You choose the way in which you communicate these orders based on what you feel most comfortable with. Whether you enter your trades online, by interactive telephone, or by simply talking to one of our representatives, your instructions will be executed rapidly and precisely. National Bank Direct Brokerage also provides access to a large number of modeling tools and interactive calculators, as well as market news and research to help you make better investment decisions. The firm is a member of the Canadian Investor Protection Fund.
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National Bank Trust |
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Planning for future generations
National Bank Trust offers estate-planning and settlement services for clients who have accumulated significant wealth that they want to transfer to the next generation in the most tax-efficient manner. National Bank Trust can set up and administer a variety of trusts, which are effective tools for accomplishing this. Options include asset protection trusts, inter vivo trusts, testamentary trusts and protective supervision plans (trusteeship, guardianship, power of attorney in the case of incapacity). National Bank Trust also handles the portfolio management activities for Private Investment Management.
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Private Wealth 1859 |
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Wealth management for high net worth clients
Private Wealth 1859 offers far more than just portfolio management services. This business unit fields a team of experts specialized in a wide variety of wealth management services to cater to the sophisticated needs of high net worth clients. Private Wealth 1859’s mission is to deliver a highly personalized, efficient and confidential service. Its multi-disciplinary team offers comprehensive, integrated portfolio management, private banking, financial planning, tax and estate planning and insurance services. In a nutshell, Private Wealth 1859 plays the role of integrator, since it gives you the convenience of a single point of contact who brings together all of National Bank’s resources and puts them at your disposal.
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National Bank Financial,Wealth Management |
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Advice, and a wide array of investments
National Bank Financial, Wealth Management is a full-service brokerage firm that serves individuals, businesses and governments. As an individual investor, National Bank Financial, Wealth Management gives you access to a wide range of investment solutions, including mutual funds, equity and fixed-income investments, treasury bills, bankers acceptances, income trusts, options and structured products, in combination with personalized investment management advice. From a network of 130 branches reaching from Victoria to Halifax, National Bank Financial’s 1,000 Investment Advisors manage more than $67 billion worth of assets for 250,000 individual investors. The firm is a member of the Canadian Investor Protection Fund.
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National Bank Insurance |
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To protect yourself and your loved ones
This National Bank subsidiary, in which BNP Paribas holds an interest, offers managed hedge fund solutions for institutional investors who want access to alternative investment solutions. Innocap also provides the alternative investment component contained in National Bank Trust’s Private Investment Management product. Innocap’s innovative platform, which prioritizes tight control over operational and market risks, offers daily oversight of alternative funds, featuring complete detail and transparency with regard to underlying holdings and positions.
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Natbank |
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For convenient banking in the United States
Natbank can service you and your business’s U.S. banking and borrowing needs. Advisors in our Pompano Beach and Hollywood, Florida branches offer U.S. dollar-denominated transactional accounts, personal loans, mortgages and other financing solutions. Natbank also gives you the convenience of doing your banking online.
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Innocap |
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Alternative investment solutions
This National Bank subsidiary, in which BNP Paribas holds an interest, offers managed hedge fund solutions for institutional investors who want access to alternative investment solutions. Innocap also provides the alternative investment component contained in National Bank Trust’s Private Investment Management product. Innocap’s innovative platform, which prioritizes tight control over operational and market risks, offers daily oversight of alternative funds, featuring complete detail and transparency with regard to underlying holdings and positions.
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National Bank – commercial division |
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The bank of entrepreneurs
If you own or manage a business, our commercial division can be a partner of choice for your financing and cash management needs. We also handle foreign exchange needs, including hedging currency risk, for companies involved in cross-border trade. Through our insurance subsidiary, we offer payroll services, group RRSPs and group insurance. Our commercial division also assists with business valuations, mergers and acquisitions and succession planning.
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