Our Managed Solutions are turnkey solutions that offer excellent diversification as well as our managers’ services that work on your behalf to rebalance your investments so that you earn optimum returns. This strategy helps you stay in line with your investment profile while respecting your investment objectives. Whether you are opening your first savings account or are ready to develop a withdrawal strategy for your retirement savings, we offer you solutions for every stage of your life.

Accumulation Solutions

Diversified Funds
Minimum $500
Simple and efficient turnkey solutions for optimal portfolio diversification.
  Brochure

Fund profiles in PDF format
National Bank Secure Diversified Fund
National Bank Conservative Diversified Fund
National Bank Moderate Diversified Fund
National Bank Balanced Diversified Fund
National Bank Growth Diversified Fund
Altamira Dividend Fund Inc.
Altamira Tactical Asset Allocation Fund

Compare

Strategic Portfolios
Minimum $10,000
Comprehensive diversification.
Your investment is managed by investment specialists.
  Brochure

Fund profiles in PDF format
National Bank Secure Strategic Portfolio
National Bank Conservative Strategic Portfolio
National Bank Moderate Strategic Portfolio
National Bank Balanced Strategic Portfolio
National Bank Growth Strategic Portfolio
National Bank Equity Strategic Portfolio

Compare

Managed Portfolios
Minimum $100,000
Comprehensive diversification, tactical management and multi-style approach.
The Retirement Option offers fixed monthly distributions*.
  Brochure
  Learn more

Fund profiles in PDF format
National Bank Stable Income Managed Portfolio
National Bank Income Managed Portfolio
National Bank Income and Growth Managed Portfolio
National Bank Balanced Managed Portfolio
National Bank Growth Managed Portfolio
National Bank Equity Managed Portfolio

Compare


* The distribution amount is said to be stable or fixed for each National Bank Securities Mutual Fund comprised in the Managed Portfolios (R series) as it does not vary from one distribution to the next. However, it is not guaranteed and may vary according to market conditions. The total amount of the distribution is weighted according to each of the funds constituting the Managed Portfolios and may vary due to rebalancing and tactical deviation. The distribution targets for National Bank Securities Mutual Funds (R Series) are reviewed annually in January.

Private Investment Management

Offered by our subsidiary, National Bank Trust, the Private Investment Management service is for individuals who have considerable assets to invest and want a comprehensive discretionary portfolio management service. A team of managers is always working for you, to make the right decisions with respect to securities selection and in light of market developments. Our disciplined and structured investment approach proposes a dynamic, effective portfolio management style that yields results to achieve your objectives and ensure your peace of mind.

  Brochure
  Learn more

Private Wealth 1859

This multi-disciplinary team delivers comprehensive, fully-integrated wealth management services to affluent individuals and families.

Withdrawal Solutions

Monthly Income Portfolios
Minimum $500
A regular distribution, great flexibility with an undeniable tax advatange.
  Brochure

Fund profiles in PDF format
National Bank Monthly Secure Income Fund
National Bank Monthly Conservative Income Fund
National Bank Monthly Moderate Income Fund
National Bank Monthly Income Fund
National Bank Monthly High Income Fund
National Bank Monthly Equity Income Fund

Compare

Managed Portfolios – Retirement Option
Minimum Invesmtent: $100,000
Income solution that offers a stable* monthly distribution.
Comprehensive diversification, tactical management and multi-style approach.

Fund profiles in PDF format
National Bank Stable Income Managed Portfolio
National Bank Income Managed Portfolio
National Bank Income and Growth Managed Portfolio
National Bank Balanced Managed Portfolio
National Bank Growth Managed Portfolio
National Bank Equity Managed Portfolio

Compare


* The distribution amount is said to be stable or fixed for each National Bank Securities Mutual Fund comprised in the Managed Portfolios (R series) as it does not vary from one distribution to the next. However, it is not guaranteed and may vary according to market conditions. The total amount of the distribution is weighted according to each of the funds constituting the Managed Portfolios and may vary due to rebalancing and tactical deviation. The distribution targets for National Bank Securities Mutual Funds (R Series) are reviewed annually in January.

Private Investment Management

Offered by our subsidiary, National Bank Trust, the Private Investment Management service is for individuals who have considerable assets to invest and want a comprehensive discretionary portfolio management service. A team of managers is always working for you, to make the right decisions with respect to securities selection and in light of market developments. Our disciplined and structured investment approach proposes a dynamic, effective portfolio management style that yields results to achieve your objectives and ensure your peace of mind. [Details]

Managed Portfolios

[Details]