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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.
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.
Our cash solutions3 are short-term interest-bearing investments that can be easily accessed at any time.
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.
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
Get investment portfolios1 tailored to your investor profile, objectives and risk tolerance. Minimum investment: $500.
Enjoy comprehensive discretionary portfolio management.4 Rest easy knowing that your investments are in expert hands. Minimum investment: $250,000.
We offer personalized services and advice for all your wealth management needs.
Tip
Are you retired? With the NBI Portfolios retirement option, you can top up your income with regular payments from your investments.
Notice and Access Letter (April 2021) [PDF]
Notice and Access Letter (September
2021) [PDF]
Management Proxy Circular (April 2021) [PDF]
Management Proxy Circular (September
2021) [PDF]
Fund Facts (April 2021) [PDF]
Financial statements for NBI Funds can be found on the Annual, interim and quarterly reports page.
The information and the data supplied in the present document, including those supplied by third parties, are considered accurate at the time of their printing 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. The NBI Altamira High Interest CashPerformer® account is offered by National Bank of Canada (NBC), National Bank Trust (NBT) and Natcan Trust Company (NTC) through National Bank Investments Inc. (NBI), a wholly owned subsidiary of NBC. NBT and NTC are members of the Canada Deposit Insurance Corporation (CDIC). NBT is registered with the Autorité des marchés financiers (AMF). Your deposits in an NBI Altamira High-Interest CashPerformer® account in CAD are covered by CDIC or the AMF, as applicable. Your deposits in an NBI Altamira High-Interest CashPerformer® account in USD, only available through NBC, are covered by CDIC. Find out more about the coverage offered by CDIC and the AMF.
The interest rate payable is an annual rate and is subject to change without direct notice to you. Interest is calculated daily on your account balance and paid monthly. The interest rate is set out on the Cash solutions webpage.
The NBI Altamira High Interest CashPerformer® account offered by NBT is not available to residents of Ontario, Nunavut, the Northwest Territories, Yukon or Newfoundland and Labrador.
The NBI Altamira High Interest CashPerformer® account offered by NTC is not available to residents of Nunavut, the Northwest Territories or Yukon.
The NBI Altamira High Interest CashPerformer® account in USD cannot be held in an RESP.
NBI reserves the right to refuse transactions accepted electronically. The refusal will be communicated within 24 hours of acceptance. There is a $5,000,000 investment limit for the NBI Altamira High Interest CashPerformer® account and the NBI Altamira High Interest CashPerformer® account in USD offered by National Bank. For the NBI Altamira High Interest CashPerformer® account offered by NBT and NTC, the limit is $150,000.
® HIGH-INTEREST CASHPERFORMER is a registered trademark of NBC, used under licence by NBI.
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.
© 2020 National Bank Investments Inc. All rights reserved. Any reproduction, in whole or in part, is strictly prohibited without the prior written consent of National Bank Investments Inc.
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