Managed solutions and investment funds

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What are managed solutions?

Let our team of renowned experts take care of your investments. They can save you time and effort by tracking the markets, rebalancing your portfolio and much more.

Perfect if you are looking to:

  • Draw on the expertise of seasoned portfolio managers
  • Take advantage of turnkey solutions
  • Enjoy higher returns
  • Get optimal diversification

Choosing the right investment

NBI Portfolios

NBI Portfolios1 are investment fund pools offered by National Bank Investments Inc. (NBI). These diversified investments, designed to reduce risk while maximizing returns, are managed by some of the world's top portfolio managers.

NBI Funds

NBI Funds2 are investment funds offered by National Bank Investments Inc. (NBI). They pool funds from many investors, which are then invested across different asset classes and managed by world-class portfolio managers.

Cash solutions

Our cash solutions3 are short-term interest-bearing investments that can be easily accessed at any time.

Investor profile

Your investor profile will help you identify which solution is right for you. The profile is based on your risk tolerance and your short- and long-term objectives.

What's your investor profile? Speak to an advisor to find out.

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Why you should invest with us

Work with hand-picked, world-renowned experts. We are the leading bank-affiliated asset manager in Canada that does business with external portfolio managers. Stay on top of market trends with the quarterly outlook from the experts.

Get made-to-measure advice and solutions to power your ideas

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Invest your way

Managed solutions

NBI Portfolios

Get investment portfolios1 tailored to your investor profile, objectives and risk tolerance. Minimum investment: $500.

Private wealth management

Enjoy comprehensive discretionary portfolio management.4 Rest easy knowing that your investments are in expert hands. Minimum investment: $250,000.

Made-to-measure private banking

We offer personalized services and advice for all your wealth management needs.

NBI Funds

NBI Funds

Enjoy the flexibility2 of our investment funds, available as a stand-alone solution or as a complementary investment.

Discover NBI Funds

Cash solutions

Cash solutions

Enjoy a competitive interest rate3 over the short term and easy access to your funds, while protecting your investment.

Discover our cash solutions

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Are you retired? With the NBI Portfolios retirement option, you can top up your income with regular payments from your investments.

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.

1. NBI Altamira CashPerformer® Account is offered by National Bank of Canada (“NBC”), National Bank Trust (“NBT”) and Natcan Trust Company (“NTC”) through National Bank Investments Inc. (hereinafter “NBI”), a wholly owned subsidiary of NBC. NBC, NBT and NTC are members of the Canada Deposit Insurance Corporation (CDIC). NBT is registered under the Deposit Insurance Act with the Autorité des marchés financiers (“AMF”). A Canadian dollars denominated deposit to the NBI Altamira CashPerformer® Account is a “deposit” within the meaning of the Deposit Insurance Act (Quebec) and the Canada Deposit Insurance Corporation Act, provided the requirements of the AMF or CDIC, as the case may be, are satisfied. The NBI Altamira U.S. CashPerformer® Account is only offered by NBC and is only insured by the CDIC.

The NBI Altamira CashPerformer® Account offered by NBT is not available to residents of Ontario, Nunavut, the Northwest Territories, Yukon or Newfoundland and Labrador. The NBI Altamira CashPerformer® Account offered by NTC is not available to residents of Nunavut, the Northwest Territories and Yukon.

NBI reserves the right to refuse a transaction that may have been accepted electronically. The refusal will be done within a maximum of 24 hours after acceptance. Maximum investment of $5,000,000 is applicable for the NBI Altamira CashPerfomer® Account and the NBI Altamira U.S. CashPerfomer® Account provided by NBC. Maximum investment for the NBI Altamira CashPerfomer® Account provided by NBT and NTC is $150,000.

The Altamira High-Interest CashPerformer® Account has changed its name to the NBI CashPerformer® Account and NBI Altamira U.S. CashPerformer® Account, as the case may be.

®CashPerformer is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.

The NBI Altamira U.S. CashPerformer® Account cannot be held in registered accounts.

2. The NBI Money Market Fund (the "Fund") is 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 investments in the Fund. Please read the prospectus of the Fund before investing. The Fund's securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the Fund will maintain its net asset value per security at a constant amount or that the full amount of your investment in the Fund will be returned. The Fund is not guaranteed, its value changes frequently and past performance may not be repeated.

Explore our other savings and investment solutions

Guaranteed Investment Certificates (GIC)

Take advantage of a safe investment with guaranteed returns.

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Savings accounts

Save over the short term and access your funds at any time.

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Learn more about investing

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