Partners of NBI Private Wealth Management and National Bank Investments

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Founded in 1983 in Scotland, Aberdeen Asset Management inc. Founded in 1983 in Scotland, Aberdeen Asset Management Inc. uses in-depth research to identify companies that can tap into promising themes.

CI Investments

CI Investments Incis one of Canada’s largest investments management companies. It offers a broad range of investment products and services, including an industry-leading selection of investment solutions.

CI Investments

Dynamic Funds is one of Canada's most recognized asset management firms. Dynamic offers a comprehensive range of products and services, spanning every major sector, geographic region and investment discipline.  Advisors seek out Dynamic’s actively managed investment solutions to add value to a wide variety of accounts, including fee-based, tax-advantaged, and customized high-net-worth programs.

Fiera Capital

Fiera Capital Corporation is the lead manager for National Bank Securities mutual funds. With more than $109 billion under management, Fiera Capital is a leading-edge independent investment management firm and one of the largest investment managers in Canada.

FNB Capital Asset Management

An investment firm founded in 2014, FNB Capital specializes exclusively in the management of ETF portfolios. They incorporate an investment approach which places a significant emphasis on risk management. The portfolio managers have combined industry experience of close to 60 years.

GSAM

Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With over 2,000 professionals across 33 offices worldwide, GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries, and geographies.

Innocap

Innocap Investment Management Inc. is the result of a partnership established in 2007 between National Bank of Canada and BNP Paribas. Innocap favours a conservative investment approach and offers actively- managed hedge funds and alternative quantitative solutions.

Intact

Intact Investment Management Inc. employs a research team consisting of 40 professionals working from offices in Montreal and Saint-Hyacinthe. The firm specializes in active fixed-income securities and Canadian equity management.

Invesco

Invesco Ltd. is a leading independent global investment manager, dedicated to helping investors worldwide achieve their financial objectives. Invesco provides a wide range of investment strategies and vehicles to retail, institutional and high-end-worth clients around the world. Operating in more than 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ.

Janus Capital Management LLC

Janus Capital Management LLC, is a subsidiary of Janus Capital Group, a global investment management firm seeking to optimize clients’ returns and preserving capital in a variety of market environments, through a broad range of managed investment solutions within fixed income, equity, alternative and multi-asset strategies. Founded in 1969, Janus’ totals US$ 137.5 billion as of September 30, 2016. The firm has offices across the globe and it employs 189  investment professionals, some of whom have over 20 years of industry experience.  

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Jarislowsky Fraser Limited is a registered investment counseling firm, managing pension funds, endowment funds, corporate and private portfolios for clients in North America and overseas.

Lazard

Manulife Mutual Funds, a division of Manulife Asset Management Limited, builds on more than 120 years of Manulife Financial’s wealth and investment management expertise in managing approximately $48.4 billion as at July 31, 2016 for Canadian investors, through a diverse portfolio of forward-thinking mutual fund products.

Montrusco

Montrusco Bolton Investments inc. is an institutional portfolio manager founded in 1946. Montrusco Bolton's disciplined investment process allows it to better understand market trends and offer good and consistent returns.

Pimco

Founded in 1971, PIMCO is an investment firm headquartered in Newport Beach, California, and one of the largest active global fixed income managers in the world, with more than 2,400 dedicated professionals in 12 countries.

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Pyramis Global Advisors serves a wide range of institutional investors. Pyramis gives its clients access to leading specialists in institutional investment. It has offices around the world.

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The RBC Global Asset Management Group (RBC GAM) group of companies manage more than $370 billion in assets and have approximately 1,300 employees located across Canada, the United States, Europe and Asia.

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Headquartered in New York, Rothschild Asset Management Inc. manages investments covering a range of US securities including large-cap, small/mid-cap, small-cap, and balanced strategies. The firm manages assets for a broad range of clients including corporations, endowments, foundations, healthcare organizations, high-net-worth investors, public pension funds, sub-advisory and Taft-Hartley plans.

RP Investment Advisors

Founded in 2009, RP Investment Advisors is a firm that specializes in managing fixed income securities. Its investment approach is based on a detailed analysis of Canadian and international debt securities.

standish

Standish is a leading investment management company based in Boston wholly-owned by BNY Mellon, whose investment strategies cover a wide range of fixed income mandates. Standish traces its roots back to 1933, and the firm manages 151 billion U.S. dollars for customers located in 41 countries (as at June 30, 2016).

The Boston Company

Founded in 1970, The Boston Company Asset Management, LLC, is an independently managed investment boutique and majority-owned subsidiary of BNY Mellon. Their investment approach is to build portfolios that are rooted in fundamental research, bottom-up stock selection, macro perspectives and risk management. They manage assets across a broad range of U.S. and non-U.S. investment strategies, which include both long-only and alternative offerings.

Tobam

TOBAM is an asset management firm established in Paris, France and registered and authorized by Autorité des Marchés Financiers. TOBAM is also registered as an investment adviser with the Securities and Exchange Commission. TOBAM's investment team has extensive experience managing various asset classes, including equities, fixed income, foreign exchange, commodities and low-volatility products.

Validea Capital Management

Validea Capital Management, LLC is a U.S.-based investment management firm specializing in systematic equity strategies and analysis based on the published methods and principles of Wall Street's most successful investors.

Validea Capital Management

A leading, active asset management firm, Voya Investment Management manages, as of March 31, 2015, more than $200 billion for affiliated and external institutions as well as individual investors. With 40 years of history in asset management, Voya Investment Management has the experience and resources to provide clients with investment solutions with an emphasis on equities, fixed income, and multi-asset strategies and solutions.

Westwood

Westwood International Advisors Inc. manages a variety of asset classes including U.S., Global and Emerging Markets equities, as well as income-oriented portfolios, using a variety of investment strategies. Based in Dallas, Westwood Holdings Group, Inc. also maintains offices in Omaha and Toronto.