NATIONAL BANK TRUST

Built on a strong tradition of service, National Bank Trust has specialized in asset management for over 75 years. As a wholly-owned subsidiary and part of National Bank of Canada group, National Bank Trust benefits from access to the Bank’s extensive network of over 450 branches and offices across Canada. National Bank Trust is a leading trust company in Quebec with about $70 billion in assets under administration. Its activities are integrated with Private Wealth 1859.

Mission

To 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. To provide trust services like estate settlement and trust administration to Bank entities, 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: 1 800 463-6643

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