Your investor profile

Pick the investment that's right for you!

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Determine your investor profile

What is an investor profile?

Your investor profile helps you identify which investment is right for you. It's based on your risk tolerance, objectives and investment horizon.

The 7 investor profiles

Secure

You are looking for:

  • An investment strategy that focuses on regular, stable income
  • Nominal capital growth over the long term

Conservative

You are looking for:

  • An investment strategy that focuses on generating regular income
  • Some capital growth over the long term
  • Some protection against downside market fluctuations

The best investment for you

NBI Conservative Portfolio

Moderate

You are looking for:

  • A steady return and some regular income
  • Some capital growth
  • A portfolio mostly made up of fixed-income securities

The best investment for you

NBI Moderate Portfolio

Balanced

You are looking for:

  • Potential long-term growth
  • A moderate risk investment
  • A portfolio diversified across different asset classes

The best investment for you

NBI Balanced Portfolio

Growth

You are looking for:

  • Long-term capital growth
  • High potential returns

The best investment for you

NBI Growth Portfolio

Equity

You are looking for:

  • Maximum long-term growth potential
  • A portfolio that focuses on stocks

The best investment for you

NBI Equity Portfolio

Cash

You are looking for:

  • Investments that you can easily convert into cash
  • An investment strategy intended to eliminate risk

The best investment for you

Cash Solutions

Little details that matter

The information and the data supplied on the current page of this site, including those supplied by third parties, are considered accurate at the time of their publication and were obtained from sources which we considered reliable. We reserve the right to modify them without advance notice. This information and data are supplied as informative content only. No representation or guarantee, explicit or implicit, is made as for the exactness, the quality and the complete character of this information and these data. The opinions expressed are not to be construed as solicitation or offer to buy or sell shares mentioned herein and should not be considered as recommendations. 

The NBI Portfolios (the “Portfolios”) are offered by National Bank Investments Inc. and sold by National Bank Savings and Investments Inc., separate entities and indirect wholly owned subsidiaries of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus of the Portfolios before investing. The Portfolios’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Portfolios are not guaranteed, their values change frequently and past performance may not be repeated.

Need help determining your investor profile?

Talk to one of our experts to receive personalized advice and discover which investments are best suited to your profile.

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