Products and services

National Bank Financial offers a wide array of products and services to help you achieve your financial goals.

Specialized services

National Bank Financial – Wealth Management understands that each person is different and each situation, unique. As such, we have developed programs and services for a wide array of scenarios so as to ensure that you receive advice that is tailored to your life circumstances.

Your advisor remains the one person that is best positioned to discuss your needs, and we invite you to contact him to see how we can help.

Immigrant Investor Program
Introduced in 1986, the Immigrant Investor Program seeks to help entrepreneurs and their families gain Canadian citizenship.

At the core of the programs is an investment in a 5-year interest-free government-guaranteed note. Once the government processes your application and confirms receipt of your investment, a visa is issued allowing you and your family to live, work and travel anywhere in Canada. At the end of the five-year investment period, your full capital is returned. After a required period of residency in Canada, you become eligible for full Canadian citizenship.

National Bank Financial – Wealth Management is the largest and most respected operator of Canada’s Immigrant Investor Program. In fact, we collaborated with the government in its creation. We have served nearly 7,000 families, helping them immigrate to Canada and obtain their citizenship. It would be an honour to help you as well. 

Thanks to the strength of our network of certified agents and knowledgeable advisors speaking many languages, you can be assured of getting the professional help you need at every stage of the decision-making process. 

Visit our dedicated website to learn more about the program and what we can do to help you in this very important matter.

Income Trusts

Net asset values for income trusts

Global Diversified Investment Grade Income Trust (TSX:“DG.UN”) provides an exposure to a mezzanine tranche of portfolios of mortgage-backed securities, asset-backed securities, synthetic corporate exposures and other fixed-income securities.


Global Diversified Investment Grade Income Trust II (TSX:“GII.UN”) provides an economic interest in an equity tranche of credit default swap agreements in respect of portfolios of mortgage-backed securities, asset-backed securities, structured finance securities, synthetic corporate exposures and other fixed-income securities.


Special Services Department

Serving Your Interests First

When it comes to financial planning, some individual investors prefer to deal with more than one advisor. To accommodate such clients, we offer a structure that provides integrated, coordinated services.

Too often, clients are pulled in opposite directions by their financial advisors, causing uncertainty and confusion. Recognizing the complexities of today's financial planning and investment environment, we have created a framework that allows investment professionals to work together on your behalf. No overlapping recommendations, no conflicting strategies and no inefficiencies.

This service will be of particular interest if you deal with a financial planner from another firm, but would still like to trade fully in stocks and bonds, in order to add flexibility and muscle to your portfolio.

Under this framework, your financial representative, whose services may include mutual funds, insurance products, estate and/or financial planning, remains your overall financial "quarterback." However, in order to complement his own services, he or she will refer you to National Bank Financial's Special Services Department for specific stock or bond needs.

For more information, ask your financial planner if he or she has a referral agreement with us, or call either of the following numbers: 1-800-665-6669 or 1-604-643-2774.

The following are some of the services available through Special Services

  • New stock issues
  • New bond issues
  • Stock and bond analysis
  • Fee-based accounts (no commission)
  • Trust accounts
  • Margin accounts
  • Diversified portfolio construction (fixed-income and equity)
  • Online account viewing
  • Personalized management of stock and bond portfolios
  • Tax-advantaged instruments
  • Financial and business research
  • Institutions and retail trading
  • Jitney trading
  • In-kind transfers