Secure investor profile

Opt for peace of mind

The profile at a glance

Security is your main priority. You want to protect your capital.

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Your 2 main objectives

  • Regular, steady income
  • Some capital growth over the long term

Your target asset allocation

Secure profile target allocation graph
Cash and short-term

Cash and short‑term (0%)



Fixed income

Fixed income


Possible allocations

  Cash and short-term Equities Fixed income
Minimum 0% 10% 70%
Target 0% 20% 80%
Maximum 10% 30% 90%

The best solutions for you

NBI Secure Portfolio

The vast majority of the assets in this portfolio are selected to provide regular income with low volatility. Minimum investment: $500

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Guaranteed Investment Certificates (GICs)

With a GIC, your original investment is 100% protected. Opt for a GIC with a fixed rate if you want to know your final return in advance, or a market-linked GIC to take advantage of the growth potential of the markets.

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Rely on our expert advisors to find the right portfolio for you.

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Looking to invest $250,000 or more? NBI Private Wealth Management offers a comprehensive discretionary portfolio management service.

Little details that matter

The information and the data supplied on the current page of this site, including those supplied by third parties, are considered accurate at the time of their publication and were obtained from sources which we considered reliable. We reserve the right to modify them without advance notice. This information and data are supplied as informative content only. No representation or guarantee, explicit or implicit, is made as for the exactness, the quality and the complete character of this information and these data. The opinions expressed are not to be construed as solicitation or offer to buy or sell shares mentioned herein and should not be considered as recommendations.

NBI Funds (the “Funds”) are offered 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 mutual fund investments. Please read the prospectus of the Funds before investing. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.

See the other profiles

Conservative profile

You’re looking for regular income, but you’re willing to invest a small part of your capital in stocks.

See the Conservative profile

Moderate profile

You’re looking for a strategy that combines a steady return, regular investment income and moderate growth.

See the Moderate profile

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