Institutional services

Protect the future of your institution with National Bank Trust

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Customized solutions for your institution

With more than 95 years of experience, National Bank Trust offers you sound expertise that looks to the future. Our teams work with other National Bank sectors such as the commercial sector and National Bank Investments to achieve our goal.

Whatever your concerns about your institution, you can count on personalized support for a solution tailored to your situation.

Personalized support for specific needs

To guide you in your decisions, our specialists provide personalized support to meet your institution's asset preservation and growth needs. To ensure personalized care, an account manager is assigned to you and the execution of transactions is entrusted to our experienced fund managers.

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Our services for the institutional market

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Custody services

Our team can provide custody and administration of securities on the Canadian and international markets, for companies, associations or retirement funds.

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Asset management

A turn-key solution that combines administration and asset management with the expertise of world-class portfolio managers.

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Group retirement plans

In partnership with LifeWorks Wellness Solutions, group retirement plans offer companies customized solutions from the following products: Group RRSPs, Deferred Profit Sharing Plans (DPSPs), Simplified Pension Plans (SPPs) and Group TFSAs.

Track your portfolio in real time

We offer you secure access to the Unity Custody Management Platform to track your account activity with National Bank Trust in real time.  

With the platform, you can:  

  • Access a dashboard to view all of your accounts 

  • View real-time transaction reports 

  • Customize your reports 

  • Extract a range of data for a specific period 

  • Access the complete history of your transactions since the date of creation of your access 

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Contact us

Our team will listen to your needs and support you as a genuine partner.

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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

  • As a client of National Bank Trust ("NBT" or "we"), it is important that you understand how our portfolio management services work. To that end, you will find all the information you need to fully understand NBT's role and responsibilities in managing conflicts of interest and your relationship with us. Browse all our regulatory information.

  • National Bank of Canada acts as a Market Participant, as defined in the FX Global Code (“Code”), and is committed to conducting its FX Market activities in a manner consistent with the principles of the Code. We are publishing the following disclosure statement to inform our clients and counterparties of how we conduct activities on the FX Market.

National Bank Trust is a trademark of National Bank of Canada.  

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