Personal

Home Bank accounts

Home Bank accounts

ACCOUNTS

Chequing accounts High Interest Savings Account Select an account FAQ

EXCLUSIVE OFFERS

Healthcare professionals Engineering professionals Legal and business management professionals Students Youths Newcomers to Canada

TIPS AND TOOLS

My finances My home My travel plans My retirement My business My new life in Canada

WHERE TO CARRY OUT TRANSACTIONS

National Bank online FAQ Mobile app ABMs

DAY-TO-DAY TRANSACTIONS

Mobile Payment Interac e-transfer Mobile cheque deposit Ordering foreign currency Banking services

Credit cards

Home Credit cards

CREDIT CARD CATEGORIES

Low interest rate No fee Cashback Travel Rewards

MASTERCARD CREDIT CARDS

Syncro World Elite mycredit Allure Platinum FAQ View all cards

BENEFITS AND OFFERS

Promotions À la carte Rewards Program Priceless Cities VIP lounge at Montréal Airport Concierge services View all benefits

INSURANCE

Credit card payment insurance

TIPS AND TOOLS

My finances My home My travel plans My retirement My business My new life in Canada

Borrowing

Home Borrowing

LOANS

Personal loans Car loan RRSP Loan and lines of credit FAQ

LINES OF CREDIT

Personal line of credit Home equity line of credit Student line of credit FAQ

INSURANCE

Loan and line of credit insurance FAQ

TIPS AND TOOLS

My finances My home My travel plans My retirement My business My new life in Canada

Mortgages

Home Mortgages

MORTGAGE SOLUTIONS

SERVICES OFFERED

MORTGAGE CALCULATOR

MORTGAGE RATES

INSURANCE

TIPS AND TOOLS

Savings and investments

Home Savings and investments

SAVINGS PLANS

SAVINGS ACCOUNTS

INVESTMENT SOLUTIONS

GICS

TIPS AND TOOLS

Plan my retirement

Insurance

Home Insurance

INSURANCE PRODUCTS

Loan and line of credit insurance Travel insurance Mortgage loan insurance Credit card payment insurance FAQ

SERVICES OFFERED

Insurance claims

ASSISTANCE

SECURIZONE

TIPS AND TOOLS

My finances My home My travel plans My retirement My business My new life in Canada

Advice

Home Advice

TIPS AND TOOLS

Banking Credit Savings and investment Home Insurance Budget Taxes and income Immigration Retirement Succession Studying Security View all articles

Business

Home Banking Solutions

Home Banking Solutions

BANK ACCOUNTS AND PACKAGES

Opening an Account Accounts Packages

OPERATIONS MANAGEMENT

Internet and Mobile Banking Solutions Cash Management Overdraft Protection Payment Processing

SPECIALIZED SECTORS

Agribusiness Agri-food Creative Industries Insurance Brokers Forestry Franchise Real Estate Manufacturing Companies NPOs and Associations Fisheries and Fishery Products Business Professionals Healthcare Professionals Healthcare and Life Sciences Public Sector Energy Services Technology

Credit Cards

Home Credit Cards

CREDIT CARDS

Mastercard Business Platinum Mastercard Business Mastercard Business Line Mastercard Corporate

STAGES OF DEVELOPMENT

Launch Growth Transfer

Financing

Home Financing

FINANCING SOLUTIONS

Short-term Long-term Supply Chain Financing Acquisition Merchant Services Crowdfunding Loan Insurance

STAGES OF DEVELOPMENT

Launch Growth Transfer

Investing

Home Investing

INVESTMENTS

Business Investment Account Guaranteed Investment Certificates Mutual Funds and Other Trust Services

STAGES OF DEVELOPMENT

Launch Growth Transfer

International

Home International

OUR GLOBAL TRADE SOLUTIONS

Foreign Exchange Risk Hedging Foreign Currency Accounts Payment Solutions U.S. Bank accounts Import-Export Supply Chain Financing Foreign currencies exchange rates Representative offices abroad

Going Further

Home Going Further

PARTNER OFFERS

Legal Support Mentoring for entrepreneurs Virtual Clinic Accounting Services Online Appointment Payment Solutions Online Budgeting

HR SOLUTIONS

Payroll Solutions Group Retirement Plans Employee Benefits Plans

STAGES OF DEVELOPMENT

Launch Growth Transfer

Tips and Tools

Home Tips and Tools

ADVICE

Start-up Growth Transfer Money and finances Sales and marketing Exports Human resources Operations Technologies Skills development Becoming my own boss View all articles

TOOLS

My Business Model Directory of Resources

NEWS

Newsletters Webinars See the news

Wealth Management

Home

Online transactions

Personal Business

Direct Brokerage NB Financial Natbank Group Retirement Plans Securities Custody

Français

CLOSE

Your investor profile

Pick the investment that's right for you!

Determine your investor profile

What is an investor profile?

Your investor profile helps you identify which investment is right for you. It's based on your risk tolerance, objectives and investment horizon.

Complete the questionnaire

Want to determine or review your investor profile? Just answer seven simple questions.

The 7 investor profiles

Secure

You are looking for:

An investment strategy that focuses on regular, stable income
Nominal capital growth over the long term

The best investments for you

NBI Secure Portfolio

Guaranteed Investment Certificate (GIC)

Conservative

You are looking for:

An investment strategy that focuses on generating regular income
Some capital growth over the long term
Some protection against downside market fluctuations

The best investment for you

NBI Conservative Portfolio

Moderate

You are looking for:

A steady return and some regular income
Some capital growth
A portfolio mostly made up of fixed-income securities

The best investment for you

NBI Moderate Portfolio

Balanced

You are looking for:

Potential long-term growth
A moderate risk investment
A portfolio diversified across different asset classes

The best investment for you

NBI Balanced Portfolio

Growth

You are looking for:

Long-term capital growth
High potential returns

The best investment for you

NBI Growth Portfolio

Equity

You are looking for:

Maximum long-term growth potential
A portfolio that focuses on stocks

The best investment for you

NBI Equity Portfolio

Cash

You are looking for:

Investments that you can easily convert into cash
An investment strategy intended to eliminate risk

The best investment for you

Speech bubble icon

Expert advice

Learn more

The right savings and investment strategy

Improve the return on your investments

Diversify your investments

Define your investment strategy

Reduce your investment tax obligations

Put your RRSP to work right now

Little details that matter

Legal Disclaimers

The information and data provided in this document, including that provided by third parties, are considered accurate at the time of publication and were obtained from sources considered reliable. We reserve the right to modify them without notice. They are provided for information purposes only. No representations or warranties, implicit or explicit, are made as to the accuracy, quality or completeness of this information and data. The opinions expressed are not to be construed as a solicitation or offer to buy or sell units mentioned herein and should not be considered a recommendation.

NBI Funds (including NBI Portfolios) are managed by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with investments in an NBI Fund. Please read the prospectus of the NBI Funds before investing. NBI Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. NBI Funds are not guaranteed, their values change frequently and past performance may not be repeated.

Need help determining your investor profile?

Talk to one of our experts to receive personalized advice and discover which investments are best suited to your profile.

Make an appointment

1-888-835-6281

Find a branch