National Bank Investments

Open Architecture

National Bank Investments Inc. (“NBI”), a wholly owned subsidiary of National Bank of Canada, is a top-tier investment fund management firm committed to manufacturing and offering mutual funds, exchange-traded funds, investment solutions and services designed to help Canadian investors pursue their financial goals.

As at September 30, 2020, assets under management in NBI solutions were valued at over $64 billion.

Open architecture

Did you know that we are the leading retail provider of investment solutions with an open architecture in Canada?

National Bank Investments is dedicated to providing diverse solutions to meet your evolving needs. We strive to be the best option for your portfolios. 

Endless opportunities

With our open architecture structure, we act as a manager of managers.

- We carefully select distinctive portfolio managers with proven, credible and tested investment approach, and combine their management styles to offer you optimal solutions.

- We apply a rigorous governance process and criteria for excellence in portfolio management, including with regard to responsible investment, to the selected firms.

- Our investment experts analyze hundreds of portfolio managers every year, meet them on a regular basis and evaluate them on an ongoing basis.

- In this increasingly complex investment universe, we are portfolio manager agnostic and select only those that fit our standards and your needs to offer endless opportunities.

Our objective is to optimize the return on your investments and to make things simpler by providing you with access to some of the world’s top portfolio managers.

For more information about what open architecture can do for you, we invite you to meet with one of our financial advisors.

Products and services offered 

  • NBI Funds
  • Managed Solutions
  • Meritage Portfolios
  • Altamira High-Interest CashPerformer ®
  • Structured solutions
  • Fixed-rate GICs
  • NBI High Net Worth Plan
  • NBI Private Wealth Management

Contact information

For questions about NBI Funds, please contact National Bank Investments Advisory Service at 514-871-2082 or toll-free at

Or contact the Customer Service at 514-394-5555 or toll-free at 1-888-835-6281.

  • Monday to Thursday, from 8:00 a.m. to 6:00 p.m. (ET)
  • Friday, from 8:00 a.m. to 5:00 p.m. (ET)

For questions about Meritage Portfolios, call toll-free at 1-866-603-3601.

Visit our Investment Solutions section.

You’re an advisor and would like to know more about our investment solutions?

Consult our website or 
contact us.


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

1 INVESTOR ECONOMICS, Insight, February 2016 Monthly Update, Table 8 – Investment Fund Complexes with Most Sub-advised Fund Assets, p. 10