Managed solutions

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.

table-managed-solutions

Accumulation Solutions

Managed Portfolios

  • Minimum $100,000
  • Comprehensive diversification, tactical management and multi-style approach.
  • The Retirement Option offers fixed monthly distributions* (see Managed Portfolios – Retirement Option below).

 Portfolio profiles in PDF format

COMPARE AND CONTRIBUTE

 

* The distribution amount is said to be fixed for each National Bank Mutual Funds 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 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.

Private Wealth 1859

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

Income Solutions*

Managed Portfolios - Retirement Option

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

  Portfolio profiles in PDF format  

Compare and contribute

* The distribution amount is said to be fixed for each National Bank Mutual Funds 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 Mutual Funds (R Series) are reviewed annually in January.

 

* The income solutions comprise the Monthly Income Portfolios (R Series), as well as the Managed Portfolios – Retirement option, which invest in National Bank Mutual Funds (R Series). R Series units pay monthly distributions made up of net income, and may include a significant portion of return of capital. Return of capital actually decreases the value of your initial investment and must not be confused with return on investment. Return of capital that is not reinvested can reduce the net asset value of the fund, and may lessen its ability to subsequently generate income.

National Bank Securities rebrands to National Bank Investments

National Bank Securities Inc. is proud to announce that, as part of its new positioning which aims to simplify the brand structure of the mutual funds in the current National Bank Securities family, it is changing its name to National Bank Investments Inc.

Learn more:

Press release

Frequently asked questions 

National Bank Mutual Funds offer you many advantages including diversification, a wide range of available solutions, liquidity, and professional management. Used on their own or as part of your investment strategies, they are flexible enough to be tailored to your financial situation. Whether you are looking for your first savings account or are ready to develop a withdrawal strategy for your retirement savings, we can offer you solutions for every stage of your life.

Good financial planning helps you achieve your savings goals. Whether you are accumulating funds for your enterprise or liquidities to invest later on for a particular project, or even saving up for an emergency fund, consider using one of our liquidity solutions.

Altamira High-Interest CashPerformer® account

The Altamira High-Interest CashPerformer® account is a bank account bearing interest at a high interest rate that offers you a competitive return on your liquidity. Interest is calculated daily on your account balance, and paid monthly, or when you demand repayment of your investment, by way of credit to your account.

Learn more

The Altamira High-Interest CashPerformer® account is offered by National Bank of Canada through National Bank Investments Inc. (NBI), a wholly owned subsidiary of National Bank of Canada. National Bank of Canada is a member of the Canada Deposit Insurance Corporation (CDIC). Deposits in Canadian dollars are eligible for CDIC insurance, subject to CDIC rules and regulations. Coverage limits apply. Please contact the CDIC for more information. As deposits in U.S. dollars are not eligible for CDIC insurance, deposits to the U.S.-dollar Altamira High-Interest CashPerformer® account are not insured.

CashPerformer®  is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.

Money market funds

Money market funds invest depositors’ savings in short-term securities such as Treasury bills, short-term bonds and banker’s acceptances. The objective of a money market fund is capital security and steady income. As an added benefit, the risk level is very low.

  Fund profiles in PDF format

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Tips

  • Have you thought about signing up for our Systematic Investment Plan?
    It is an easy way to invest in liquidity solutions, by having withdrawals made automatically from your bank account. You can start with as little as $25 per withdrawal. The strategy is simple and effective for building up your savings.
  • Have you thought about a Tax-Free Savings Account (TFSA)?
    This type of account is used for saving, mainly for short- and medium-term projects. Eligible investments include shares, mutual funds or GICs.