Personalized Administration Plan
 

The personalized administration plan from our National Bank Trust subsidiary is designed for investors with portfolios valued over $150,000 who want the security of fixed-income investments but don't want to manage the portfolio themselves. The plan is also ideal for investors who spend several months a year away from home.

Benefit from our expertise
Enjoy a variety of complementary services and products
Take advantage of the plan

EXPERTISE BACKED BY A SOLID FINANCIAL INSTITUTION

With a personalized administration plan, you'll benefit from the expertise of seasoned investment specialists and the administrative support of a renowned institution. As a preferred client, you'll receive ongoing attention from one of our advisors, who will personally look after your affairs.

Your portfolio will generally be invested in a short-term bond fund. These very safe diversified investments provide solid stability and guaranteed regular income.

Top of page

In addition to including a portfolio management service, the personalized investment plan gives you access to many products and services*:

• assessment of your income and cash requirements
• collection of portfolio income
• payment of various bills
• collection of pension income
• payment of income tax instalments
• preparation of your tax returns (basic income tax)
• preparation of a will
• preparation of a living will (mandate in the event of incapacity)
• Gold MasterCard.

*Certain conditions may apply

Top of page