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. NBI offers more than 126 investment funds, representing $32.2 billion in product assets under management (as at December 31, 2016).
Open architecture. Endless opportunities.
Did you know that we are the only major bank in Canada to sub-advise exclusively to other firms the portfolio management of the funds built for our product shelf? And rightly so, NBI is the largest manager-of-managers in Canada. 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. 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
- National Bank mutual funds
- Managed Solutions
- Meritage Portfolios
- Altamira High-Interest CashPerformer®
- Structured solutions
- Fixed-rate GICs
- NBI High Net Worth Plan
- NBI Private Wealth Management
For questions about National Bank mutual Funds, please contact National Bank Investments Advisory Service at 514-871-2082 or toll-free at
Or contact TelNat customer service at 514-394-5555 or toll-free at 1-888-4-TelNat-1 (483-5628).
- Monday to Friday, from 8:00 a.m. to 8:00 p.m (ET)
For questions about Meritage Portfolios and NBI Jarislowsky Fraser Funds, call toll-free at 1-866-603-3601.
Contact us by email.
Visit our Investment Solutions section.
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