Personal wealth management services | National Bank Trust

Why become a National Bank Trust client?

We know how crucial every detail of your situation can be. Our experts are here to provide you with personalized services.

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A dedicated team at your disposal

Processes made easy

A long-term relationship built on trust

In-depth support for you and your loved ones

You own real estate or property abroad

Our dedicated team of experts, including notaries, lawyers, tax specialists, accountants, financial planners, actuaries and portfolio managers, is there to ensure you get the most out of your assets.

You’re a business owner

We ensure the complete execution of all duties and responsibilities of an administrator, as well as handling legal and administrative formalities during the entire succession process.

You’re uncomfortable identifying someone around you

We can act alone or alongside your named executor. We maintain constant support and availability during this complex and delicate process that most may not be familiar with.

You can name us as:

Executor
Trustee
Mandatary
Guardian of property

If you’re appointed as executor, trustee, mandatary, guardian of property, you can entrust us with certain complex tasks related to the management of the property to us by granting us a mandate of administration.

Good to know

We also act through service contracts when executors, representatives or trustees wish to delegate their responsibilities.

Our services: we’re there to help your loved ones

We can help manage your estate, no matter your situation. Trust in our team of specialized experts that can either act alone, instead of, or alongside your loved ones.

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Estate liquidation service

The mandate covers all the tasks that fall to the executor. We act as the executor and ensure that the transfer of assets to the heirs takes place under the best possible conditions.

Trust administration service

The mandate consists of distributing the assets to your beneficiaries in accordance with your will and the applicable legislation.

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Protection mandate service

The protection mandate allows you to designate the person or persons who will make decisions concerning your assets if you become incapacitated.

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Administration service of a foundation

The Philantra Foundation enables you to create your very own charity from within a public foundation without having to worry about timelines, costs and the administrative complexities of creating and managing a private foundation.

Discover the Philantra Foundation

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Already a client with one of our subsidiaries?

Contact your financial planner or advisor if you’re already an NBDB, NBF or PB1859 client.

Our tips for you

We’re here to answer your questions. Stay up to date with the latest news, trends and more.

Contact your advisor

We provide tailor-made services and advice, alongside a friendly and reassuring environment.

Make an appointment

Little details that matter

National Bank Trust and the Philantra Foundation are trademarks owned by National Bank of Canada and used under license by National Bank Trust Inc. and Natcan Trust Company. National Bank Trust Inc. and Natcan Trust Company are both wholly owned subsidiaries of National Bank of Canada.

Services are offered by National Bank Trust Inc. or through any other National Bank of Canada subsidiaries.

TM the PHILANTEA FOUNDATION logo and NATIONAL BANK TRUST are trademarks of National Bank of Canada, used by certain subsidiaries of National Bank of Canada et by authorized third parties.

Personal services