NBI Private Wealth Management

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Gestion privée de patrimoine BNI

Do you have assets to invest?

Are you looking for a premium, adapted service for you and your family? NBI Private Wealth Management1 could be the right solution for you.

  • Share your benefits with your family, thanks to our householding program
  • Save on service fees
  • Enjoy several benefits with our Wealth Management Financial Package2
  • Take advantage of many investment opportunities

For any questions

Please contact your financial planner or call NBI Private Wealth Management’s Customer Service
Monday to Friday, from 8:30 a.m. to 5:00 p.m., at 514-871-2287 or toll free 1-877-350-2287

An integrated investment service, adapted to the needs of you and your loved ones

NBI Private Wealth Management offers a premium discretionary portfolio management service inspired by institutional portfolio management. The service provides access to exclusive privileges to affluent clients and their family who have more than $250,000 to invest.

Full details of these advantages are available in the NBI Private Wealth Management brochure.

Share your benefits with your family, thanks to our householding program

Householding allows family members to combine their accounts so your family members can enjoy the same privileges as you and benefit from the expertise of your trusted financial planner, while maintaining complete confidentiality over their own accounts.   

Householding program example

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Save on service fees 

NBI Private Wealth Management offers a competitive fee formula, with service fees calculated on a declining scale based on the total market value of the assets held in your account and your family’s accounts. 

Enjoy several benefits with our Wealth Management Financial Package

  • Attractive rates on mortgage solutions and lines of credit
  • Bank accounts in CA$ and US$
  • The National Bank World Elite® MasterCard® credit card with no annual fee3
  • The Medical Care Assistance program4
  • A travel concierge service available 24/7, both in Canada and abroad

Take advantage of many investment opportunities

  • Our open architecture approach allows us to partner with some of the best portfolio managers from around the world, to offer you access to their expertise.
  • Diversification of management styles and asset classes to better balance the risk and return of your portfolio over the long term.
  • Seven model investment profiles, including one in US $, designed to match your time horizon, risk tolerance and tax situation.

Our investor profiles

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Would you like to talk with one of our financial planners5?  

Monday to Friday, from 8:30 a.m. to 5:00 p.m., at 514-871-2287 or toll free 1-877-350-2287