Institutional services

National Bank Trust is by your side to help you manage your investments

Discover our services

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Why choose National Bank Trust?

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Informed investment decisions

  • Sound advice

  • An integrated approach

  • Meticulous follow-ups

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Professional and personalized support

  • Management with your needs

  • First-class support

  • Proactivity and transparency

Proactivity and transparency

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Asset management

An integrated, flexible and innovative approach.

Our business model provides the flexibility you need to adjust your portfolio as needed. In collaboration with National Bank Investments (NBI), we can choose the best portfolio managers in the world based on criteria of excellence or the most attractive investment alternatives.

See more details here

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Custody

Our structure offers the advantage of grouping our services under one roof. Our asset management clients also benefit from our custodian services.

Our expertise has been recognized since 1927, and we excel in the safekeeping and administration of securities in Canadian and international markets, for businesses, associations and pension funds.

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Overview of our group retirement plans

In partnership with TELUS Health, 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, and more.

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

 

We’re here to support you

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Are you a client?

Please contact a member of the team assigned to your file directly.

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Not a client? No problem.

If you have questions about our services for the institutional services, please write to us at

trustservices@bnc.ca

Little details that matter

In collaboration with National Bank Investments (NBI), an investment fund management firm and subsidiary of National Bank, we develop diversified investment solutions based on an open architecture approach for portfolio manager selection.

NBI implements a rigorous and structured process, known as OP4+, to conduct in-depth research on portfolio managers worldwide. This process is designed to identify top-performing talent and establish partnerships with the most reputable investment firms for each asset class represented in your portfolio.

This approach provides us with essential strategic agility, enabling us to adjust portfolios in response to market developments. Thanks to our independence, we have the flexibility to replace a portfolio manager who no longer meets our standards of excellence or to integrate more advantageous investment solutions as they emerge in the investment landscape.

The selection and oversight of managers are governed by a thorough due diligence process that evaluates several key dimensions: organizational structure, team expertise, investment methodologies, portfolio construction, historical performance, and the integration of environmental, social, and governance (ESG) criteria.

Each year, more than 200 managers are evaluated through this process, which also includes ongoing performance monitoring and strategic oversight of firms’ analytical capabilities to effectively cover their investment universe.

Through this open architecture and NBI’s expertise in analysis and due diligence, you are relieved of the inherent complexity of these evaluations, allowing you to focus fully on achieving your financial goals.

TM NATIONAL BANK TRUST is a trademark owned by National Bank of Canada, used under licence 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 provided by National Bank Trust Inc. or through other subsidiaries of National Bank of Canada.

® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada, used under licence by National Bank Investments Inc.