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Wealth Management

Trust services for institutions

Preserve your wealth with National Bank Trust 

Our expertise

Our institutional services are designed to safeguard the future of your organization. With National Bank Trust, you can group all your management and administration assets under one roof.

We offer a comprehensive range of specialized services tailored to your individual situation.

Perfect for: 

  • Foundations 
  • Not-for-profit organizations
  • Religious orders
  • Pension plans
  • Corporations
  • Fund managers
  • Funeral homes

Why choose National Bank Trust

An institution you can trust

An institution you can trust 

National Bank Trust has helped Canadians manage their assets for over 90 years. We offer solid, forward-looking financial advice. 

A partner like no other

A partner like no other 

Consider consolidating custodial services and asset management to optimize your portfolio. 

Invaluable expertise

Invaluable expertise 

An account manager will be assigned to oversee your assets, while our experienced fund managers complete your transactions. 

Simplified financial management

Simplified financial management

From cash management to corporate financing, benefit from our value-added services so you can you focus on what matters most: your organization's mission.

High-end services

Institutional asset management 

Benefit from a turnkey solution for managing and administering your assets with the expertise of world-renowned portfolio managers.

Custody services 

Our team can ensure the preservation and administration of your securities in Canadian and international markets. 

Pension plans 

Does your organization offer a pension plan? Our specialized offer includes all custody and beneficiary management services. 

Investment funds 

The NBI Presumed Sound Investments Fund is a one-of-a-kind solution that offers secure investments and long-term growth objectives.

Prearranged funeral services

Our exclusive services for businesses in the funeral industry include managing pre-paid contracts and the associated assets to ensure your obligations are met and that your investments grow.

Little details that matter 

Important Documents

To understand the role and responsibilities of National Bank Trust, please refer to the Client Relationship Information document [PDF], which applies only to clients who hold the institutional asset management product.

Legal disclaimers

National Bank Trust is trademark of National Bank Trust Inc. 

National Bank Trust Inc. is a subsidiary of National Bank of Canada. 

©2020 National Bank of Canada. All rights reserved. Any reproduction, in whole or in part, is strictly prohibited without prior written authorization from National Bank of Canada.

We make it easy to manage your assets.

Contact National Bank Trust to discuss your needs.

Send an email

Pictogramme téléphone
Pictogramme localisateur

600, De La Gauchetière West, 28th Floor,
Montréal (Québec) H3B 4L2

Monday to Friday, 8:30 a.m. to 4:30 p.m.