Turnkey investment solutions
Investing is an excellent way to ensure your long-term financial security, but the complexity of financial markets and the initial capital required to participate in these markets can discourage many eager investors looking to grow their wealth.
That’s why National Bank Financial – Wealth Management offers turnkey investment solutions that allow you to tap into the markets’ potential, no matter your degree of knowledge in the industry or the time you have to research and monitor your investments. You can now benefit from the discretionary management services that were once reserved for large investors, and free yourself from the concerns associated with trading securities, while saving time and money.
Baskets are remarkable investment tools that suit many investor profiles. They combine professional asset management with a vast array of investment options. When you invest in a Basket, you purchase a diversified selection of investments (stocks, bonds, etc.) in one single move, and thereby become the owner of several distinct securities.
Two of the main advantages of baskets are that they allow you to save considerably on trading commissions while giving you the opportunity to benefit from professional discretionary management services.
Contact your advisor to determine if this solution is right for you, or click here to learn more about Baskets.
National Bank Financial – Wealth Management offers Private Pools, which offer clients the opportunity to invest in a professionally managed portfolio. As a private pool investor, you own units of the pool in your account. And because each pool contains a uniquely diversified selection of securities, there is sure to be one made just for you!
In addition, Private Pools bring you professional management services and a vast diversification of investments at an affordable cost. So if you are looking for a simple solution that you time and frees you of the typical concerns associated with the investment process, Private pools may be the right solution for you.
Contact your advisor to determine if Private Pools are suited to your needs, or click here to learn more about how they work.
Ambassador Portfolio Service
The Ambassador Portfolio Service is our way to let you tap into an investment process that is typically only made available to large institutional investors and private fortunes. It integrates a highly evolved approach to diversification, which in return allows you to:
Determine the optimal allocation of your assets between the different asset classes and investment styles, in accordance with your investor profile; and
Select from a pool of world-class portfolio managers to handle each segment of your portfolio, a privilege that is normally reserved for institutional investors.
Contact your advisor to determine if this service can be valuable to your wealth, or click here to learn more.
Discretionary Portfolio Management Services
Our discretionary portfolio management services allow you to delegate the daily management of your portfolio and the decision-making process to professional managers, who will execute trades that are in your best interest according to your objectives and investor profile.
The benefits of this service include:
- A human dimension to investing, with personalized communications and professional management that focus on your priorities;
- A rigorous process that incorporates:
- Adherence to your investment policy parameters;
- Regular monitoring on the relevance of your holdings for your goals;
- Supervision of the model’s relative performance; and
- Compliance with regulatory policies and procedures.
- The flexibility to rebalance your portfolio to take advantage of market movements; and
- A decision-making process that focuses on your best interests, with fees that suit your portfolio.
With this service, you can trust that your portfolio manager:
- Is duly registered as a Chartered Investment Manager (CIM) or has obtained the CFA (Chartered Financial Analyst) designation;
- Has accumulated several years of pertinent experience;
- Continuously achieves above-average performance; and
- Adheres to the firm’s compliance rules.
Private Portfolio or myWEALTH - Managed program: What’s your style?
Working with National Bank Financial – Wealth Management portfolio managers means you can choose between two types of discretionary management.
When you place your assets in a private portfolio, you obtain discretionary management services on this particular group of assets. As often as is necessary, within very precise parameters, your portfolio manager will trade on your behalf to adjust your portfolio to market movements or to tap into market opportunities.
The myWEALTH - Managed program grants your portfolio manager more latitude so that he can manage all of your investments. He will make all the decisions required to achieve your objectives, while keeping in line with your investor profile, restrictions and constraints.
To learn more about National Bank Financial – Wealth Management’s discretionary portfolio management services, contact your advisor.