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Secure investor profile

Opt for peace of mind

The profile at a glance

Security is your main priority. You want to protect your capital and avoid riskier investments that could lose you money.
 

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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%)

Equities

Equities

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.

See our GICs

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

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Tip

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

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. This information and data are provided to you 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.

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

Determine your investor profile by answering 7 easy questions.

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