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Managed solutions and investment funds

Let our experts take care of your investments

Make your money work for you

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Learn about our investment solutions.

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What are managed solutions?

Let our team of renowned experts take care of your investments. They can save you time and effort by tracking the markets, rebalancing your portfolio and much more.

Perfect if you are looking to:

  • Draw on the expertise of seasoned portfolio managers
  • Take advantage of turnkey solutions
  • Enjoy higher returns
  • Get optimal diversification

Choosing the right investment

NBI Portfolios

NBI Portfolios1 are investment fund pools offered by National Bank Investments Inc. (NBI). These diversified investments, designed to reduce risk while maximizing returns, are managed by some of the world's top portfolio managers.

NBI Funds

NBI Funds2 are investment funds offered by National Bank Investments Inc. (NBI). They pool funds from many investors, which are then invested across different asset classes and managed by world-class portfolio managers.

Cash solutions

Our cash solutions3 are short-term interest-bearing investments that can be easily accessed at any time.

Investor profile

Your investor profile will help you identify which solution is right for you. The profile is based on your risk tolerance and your short- and long-term objectives.

What's your investor profile? Answer seven questions to find out.

Determine my profile

Why you should invest with us

Work with hand-picked, world-renowned experts. We are the leading bank-affiliated asset manager in Canada that does business with external portfolio managers.

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Global expertise

Some of the world's top portfolio managers

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Criteria for excellence

Portfolio manager governance process to ensure objectives are met

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Ongoing evaluation

Our portfolio managers are held to the strictest standards

Get made-to-measure advice and solutions to power your ideas

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Invest your way

Managed solutions

NBI Portfolios

Get investment portfolios1 tailored to your investor profile, objectives and risk tolerance. Minimum investment: $500.

Discover NBI Portfolios

Private wealth management

Enjoy comprehensive discretionary portfolio management.4 Rest easy knowing that your investments are in expert hands. Minimum investment: $250,000.

Discover NBI Private Wealth Management

Made-to-measure private banking

We offer personalized services and advice for all your wealth management needs.

Discover Private Banking 1859

NBI Funds

NBI Funds

Enjoy the flexibility1 of our investment funds, available as a stand-alone solution or as a complementary investment.

Discover NBI Funds

Cash solutions

Cash solutions

Enjoy a competitive interest rate3 over the short term and easy access to your funds, while protecting your investment.

Discover our cash solutions

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Tip

Are you retired? With the NBI Portfolios retirement option, you can top up your income with regular payments from your investments.

Little details that matter

Regulatory documents

Fund mergers

Legal Disclaimers

® HIGH-INTEREST CASHPERFORMER is a registered trademark of National Bank of Canada, used under licence by NBI.

1. NBI Portfolios (the “Portfolios”) are managed by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Portfolios. Please read the Portfolio prospectus before making an investment. 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.

2. NBI Funds (the "Funds") are offered by National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and expenses all may be associated with investments in a Fund. Please read the prospectus of the Funds before investing. The Funds’ securities are not insured by the Canada Deposit Insurance Corporation or by any other government deposit insurer. The Funds are not guaranteed, their values change frequently and past performance may not be repeated.

3. The Altamira High Interest CashPerformer® account is offered by National Bank of Canada through National Bank Investments Inc. (NBI) and distributed by NBI, a wholly-owned subsidiary of National Bank of Canada. National Bank of Canada is a member of the Canada Deposit Insurance Corporation (CDIC). The High-Interest CashPerformer is eligible for CDIC insurance, subject to CDIC rules and regulations. As deposits in USD are not eligible for CDIC insurance, deposits to the USD Altamira High-Interest CashPerformer account are not insured. The interest rate payable is an annual rate and is subject to change without direct notice to you. Interest is calculated daily on your account balance and paid monthly. The interest rate is set out on the High-Interest CashPerformer page. NBI reserves the right to refuse a transaction that may have been accepted electronically. The refusal will be communicated within 24 hours of acceptance.

4. NBI Private Wealth Management is a service offered by National Bank Investments Inc., a subsidiary of National Bank of Canada. Commissions, trailing commissions, management fees and other expenses all may be associated with investing in an investment fund and using an asset allocation service (such as NBI Private Wealth Management). Please read the prospectus of the NBI Private Portfolios in each NBI Private Wealth Management profile before making an investment. The Funds are not guaranteed, their values change frequently and past performance may not be repeated. There can be no assurances that the full amount of the investment in a fund will be returned. Investors must enter into an agreement with National Bank Investments Inc., which retains the services of National Bank Trust Inc. (for all activity in Quebec, Prince Edward Island, Saskatchewan and New Brunswick) or Natcan Trust Company (for all activity in other Canadian provinces and territories), subsidiaries of National Bank of Canada acting as portfolio managers, giving them the authority to select, add or remove NBI Private Portfolios in NBI Private Wealth Management profiles.

The information and data provided on this page, including that provided by third parties, are considered accurate at the time of distribution and were obtained from sources considered reliable. We reserve the right to modify them without notice. This information and data are provided to you for information purposes only. No representations or warranties, implicit or explicit, are made as to the accuracy, quality or completeness of this information and data. The opinions expressed are not to be construed as a solicitation or offer to buy or sell units mentioned herein and should not be considered a recommendation.

Explore our other savings and investment solutions

Guaranteed Investment Certificates (GIC)

Take advantage of a safe investment with guaranteed returns.

See GICs

Savings accounts

Save over the short term and access your funds at any time.

See all our savings accounts

Learn more about investing

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