Corporate Information

National Bank Financial – Wealth Management is the 5th largest investment dealer in Canada.

Declarations of trust and addendums

Declarations of trust and addendums

Self-Directed Education Savings Plan
Retirement Savings Plan (RSP) 
Retirement Income Fund (RIF) 
Tax-Free Savings Account (TFSA) 
Self-Directed Disability Savings Plan

Addendum

Federal jurisdiction

Canada

Life Income Fund
Restricted Life Income Fund
Restricted Locked-In Savings Plan
Locked-In Retirement Savings Plan

 

Provincial jurisdiction

Alberta 

Life Income Fund for Alberta - Addendum
Locked-in Retirement Account for Alberta - Addendum

British Columbia

Life Income Fund for British Columbia - Addendum 
Locked-in Retirement Savings Plan for British Columbia - Addendum

Manitoba 

Prescribed Retirement Income Fund for Manitoba - Addendum 
Life Income Fund (LIF) for Manitoba - Addendum to RRIF Contract
 
Locked-In Retirement Account (LIRA) for Manitoba - Addendum to RRSP Contract

New Brunswick

Locked-In Retirement Account for New Brunswick - Addendum
Life Income Fund for New Brunswick - Addendum 

Newfoundland

Life Income Fund for Newfoundland - Addendum 
Locked-in Retirement Income Fund for Newfoundland - Addendum 
Locked-in Retirement Account for Newfoundland - Addendum 

Nova Scotia

Life Income Fund for Nova Scotia - Addendum 
Locked-In Retirement Account for Nova Scotia - Addendum

Ontario 

Life Income Fund for Ontario - Addendum
Locked-In Retirement Account for Ontario - Addendum

Quebec

Locked-In Retirement Account for Quebec - Addendum
Life Income Fund for Quebec - Addendum

Saskatchewan

Prescribed Retirement Income Fund for Saskatchewan - Addendum
Locked-in Retirement Account for Saskatchewan - Addendum