Portfolio management

Make your money work for you

Find an advisor

At a glance

Why choose portfolio management?

  • Have a qualified professional manage your investment portfolio.
  • Strike a balance between risk and reward.
  • Enjoy a flexible solution that stays true to your goals.

Your main benefits

  • Have a clear plan to achieve your goals.
  • Be able to react to the unexpected.
  • Achieve the maximum benefits of diversification.

It is all about teamwork!

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First, we will get to know you

We are committed to understanding your needs. What are your goals? What keeps you up at night? These two simple questions will help us fine-tune our advice.

 

 

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Next, we will draw up a strategy

Your advisor will work with you to draft an investment policy statement. This document serves as a blueprint for managing your portfolio.

 

 

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Lastly, we will build a portfolio

You will choose the investment products best suited to your needs. Your trusted advisor will oversee your portfolio and provide regular follow-up.

 

 

It is easy when you have the right support

Find an advisor

What type of investor are you?

Assisted investor

Entrust your investments to one of our experts so you can spend more time on what matters to you. Check out our discretionary portfolio management services.

Solutions offered:

  • myWEALTH – Managed
  • IA Private Portfolios
  • myWEALTH – Unified
  • Baskets

See our discretionary management solutions

 

Self-directed investor

Take full control of your investments. Look into our non-discretionary management solutions for investors who have already mastered the ins and outs of financial markets.

Products offered

 

myWEALTH – Advisory

Fixed fees. No unpleasant surprises. Your wealth advisor has just one goal: growing your wealth.

Trading account

Commissions per transaction. Our experts will communicate market information and recommend investments. But you will be in charge of making all the decisions.

 

Accounts and investment vehicles

Cash account

When you buy or sell securities, the amounts will be debited from or credited to this account.

 

Margin account

A margin account allows you to borrow against the value of the investments in the account.

 

Registered accounts

Looking to grow your investments tax-free? This type of account is for investments held in a Registered Retirement Savings Plan (RRSP) or Registered Retirement Income Fund (RRIF).

 

Registered Education Savings Plan (RESP)

An RESP lets your savings grow tax-free until your child begins their post-secondary education.

 

Registered Disability Savings Plan (RDSP)

An RDSP is a registered account used to save for the long-term care of a person with a disability.

 

Tax-Free Savings Account (TFSA)

Want to travel more? A TFSA is a great way to save for your short-term projects. Income, interest, dividends and capital gains in this account are not taxable, even at withdrawal.

 

Multi-currency accounts

These accounts are exclusive to National Bank Financial — Wealth Management. Since they allow you to diversify your portfolio by investing in markets outside of North America, they offer better long-term performance.

  • Treasury bills
  • Guaranteed Investment Certificates (GICs)
  • Government bonds
  • Corporate bonds and debentures
  • Preferred shares
  • Common shares
  • Options
  • Forwards
  • Exchange-traded funds
  • Alternative investments
  • Tax-efficient products

  • Availability of these innovative solutions may vary.
  • Principal-protected notes
  • Non-principal-protected notes
  • Made-to-measure notes
  • Market-linked GICs
  • Closed-end funds
  • Structured fixed income products
  • Flow-through limited partnerships

 

 

Our expertise at your service

Financial planning

Fixed fees. No unpleasant surprises. Your wealth advisor has just one goal: growing your wealth.

Prepare your game plan

Tax planning

Safeguard your assets. Our expert advisors can help minimize your tax obligations.

Draw up an effective strategy

Need portfolio management advice?

Talk to an wealth advisor. They know how to get your projects off the ground.

 

Find an advisor

Phone icon

1-800-361-9522

Email icon

info@nbf.ca