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National Bank Securities Advisory Service



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Home > Investment / RRSP / TFSA > Investments > National Bank Securities Mutual Funds > Advice > National Bank Securities Advisory Service
 

Investment Solutions

National Bank Securities Advisory Service

Investing in mutual funds is good...but getting expert advice on how to optimize your returns is even better. The professionals at National Bank Securities Advisory Service are ready to help you achieve your investment goals.


IDENTIFY YOUR INVESTOR PROFILE

Our advisors can help you determine your investor profile using the Personalized Investment Plan (PIP). Your investor profile is based on your financial objectives and your tolerance for risk. We will then suggest investment strategies tailored to your financial priorities and your situation.


CALL ON US TO BUILD YOUR PORTFOLIO

Our goal is to help you reach your financial goals. Our advisers can help you maximize the return on your portfolio by helping you diversify your investments in line with your investor profile.

If you have investment-product or tax-related questions, or if you are wary of the stock market, Advisory Service representatives are there to provide guidance and answers to your questions.

OUR REPRESENTATIVES ARE READY TO:

  • provide account information, and information on National Bank Investment vehicles
  • propose an asset allocation that meets your needs
  • carry out your transactions
  • answer your tax-related questions with respect to mutual funds
  • give you advice on your investments
  • keep you up-to-date on new developments.

National Bank Securities Advisory Service
1 888 270-3941 or 514-871-2082
E-mail: securities@nbc.ca

Our investment solutions:
compare and invest

Contact us
Branches
Telephone
(514) 394-5555
1-888-4-TelNat
1 888 835-6281