National Bank Investments

National Bank Investments Inc. (“NBI”), a wholly owned subsidiary of National Bank of Canada, is an investment fund management firm committed to manufacturing and offering mutual funds, investment solutions and services designed to help Canadian investors pursue their financial goals. As at June 30, 2020, assets under management in NBI products were valued at over $61 billion.

Open architecture. Endless opportunities.

Did you know that we are the leading bank-affiliated asset manager in Canada to sub-advise to other firms the portfolio management of the funds built for our product shelf? This structure, which we call “open architecture”, is what sets us apart and it provides many benefits.

Our 100% open architecture allows us to select amongst prominent global portfolio managers in order to fulfill our commitment of providing you with the best investment talent.

Our approach is guided by our client promise that places empowerment, agility and partnership at the heart of our mission and at the service of your assets.

A multi-manager structure

With our 100% 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. For years now, we have been working on strengthening our governance process, imposing criteria for excellence in portfolio management on the firms selected to manage solutions. These criteria include their responsible investing practices on environment, social and governance issues. We meet their management teams regularly and evaluate them on an ongoing basis. Finally, in this increasingly complex financial and economic environment, we reserve the right to replace a portfolio manager who no longer meets our criteria, or if more promising professionals are identified.

Our overall objective is to optimize the return on your investments and to make things simpler by offering you access to some of the world’s top portfolio managers under one roof.

For more information about what open architecture can do for you, visit one of our branches to meet with an advisor in wealth management and find out about the endless opportunities.

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 Friday, from 8:00 a.m. to  8:00 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