Institutional markets

Preserve your wealth with National Bank Trust

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Our expertise

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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
  • Group retirement plans
  • Pension plans
  • Corporations
  • Fund managers
  • Funeral homes

Our 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. 

Group retirement plans

Now offered in partnership with LifeWorks Wellness Solutions (formerly Morneau Shepell), our group retirement plans offer you and your employees great flexibility and personalized support. You can also benefit from advice on how to maximize your tax benefits and facilitate employee retention.

Browse our group retirement plans

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.

Little details that matter 

Regulatory informations

As a client of National Bank Trust (hereinafter “NBT” or “we” or “us”), it is important that understand how our portfolio management services work. To that end, you will find all the information you need to clearly understand NBT’s role and responsibilities in managing conflicts of interest and your relationship with us. Read all of our regulatory disclosures. Please refer to all regulatory information.

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.

National Bank Trust is here to discuss your needs.

Contact us

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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.