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Your investor profile

Pick the investment that's right for you!

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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.
 

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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

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

Cash Solutions

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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.

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