National Bank Trust

Learn more about our trust and asset management services for institutions and individuals 

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Trust and asset management services

At National Bank Trust, we have been specialists in trust services and asset management for over 90 years 1. Our mission is to ensure the consolidation, protection and transmission of wealth, for institutions and individuals.

Our services

For institutional markets

To support institutions in their projects, we offer a personalized approach to ensure that our solutions are adapted to their needs, however unique they may be. We strive for the highest level of integrity in our decisions and actions on a daily basis. To guide them with efficiency and discretion 1, our teams operate across Canada.

  • Custody services

  • Asset management

  • Group retirement plans

For individuals

If you would like to take advantage of our specialists' advice for your trust and asset management needs, ask your account manager to guide you.

Our services for individuals

  • Liquidating an estate

  • Administering a mandate of protection

  • Administering a trust

  • Administering a foundation

Important terms you should know

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What is a trust?

A trust is a mechanism whereby one person (the settlor) transfers assets to another person (the trustee) for the benefit of a third person (the beneficiary or beneficiaries), while imposing certain restrictions and conditions on the assets. The trust property is held and administered by the trustee on behalf of the beneficiaries as directed by the settler.

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What is a trustee?

The trustee is the individual appointed to hold the assets of the trust, also known as the custodian of the securities.

National Bank Trust: key numbers

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By our clients’ side
since 1927

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More than 70 specialists

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$157+ billion in assets under management and administration, as of February 28, 2022.

Contact us

Our team will listen to your needs and support you as a genuine partner. If you're an individual, contact your investment advisor directly.

See our policy on handling claims and lawsuits.

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Toll-free: 1-800-463-6643

600 rue De La Gauchetiere Ouest, 28th floor, Montreal, Quebec, Canada H3B 4L2 

Monday to Friday: 8:30 a.m. to 4:30 p.m. (ET) 

Little details that matter

1. Services offered by National Bank Trust or through any other National Bank subsidiary.