NATIONAL BANK TRUST

Built on a strong tradition of service, National Bank Trust has been specializing in asset management for over 75 years. As a wholly-owned subsidiary forming part of the National Bank of Canada group, the Trust benefit from access to the Bank’s extensive network of some 500 branches and offices across Canada. National Bank Trust is a leading trust company in Quebec with over $70 billion in assets under administration.

Mission

Help grow and protect the assets of National Bank clients by offering them a top-notch discretionary asset management service integrated with financial and estate planning services, provide mutual fund administration services with the highest standards at the best possible price to Bank entities and certain partners, and offer securities custodial services to select institutional clients.

Products and services offered

Wealth management

Discretionary portfolio management

• Private investment management
• Personalized administration plan

Estate and trust expertise

• Estate planning
• Trust administration
• Estate settlement
• Protective supervision (trusteeship, curatorship, mandate in the event of incapacity)

Client institutional services

Customized mutual funds

Securities custody and management

Trustee and depository mandates

Contact information

Phone Montreal (514) 871-7240 Toll free number 1 800 463-6643

Fax Montreal (514) 871-7290

Mailing Address 1100 University, 12th floor Montreal, Quebec H3B 2G7