1. Services offered by National Bank Trust or through any other National Bank subsidiary.
Learn more about our trust and asset management services for institutions and individuals
At National Bank Trust, we have been specialists in trust services
and asset management for over 90 years 1. Our mission is to ensure
the consolidation, protection and transmission of wealth, for
institutions and individuals.
To support institutions in their projects, we offer a personalized approach to ensure that our solutions are adapted to their needs, however unique they may be. We strive for the highest level of integrity in our decisions and actions on a daily basis. To guide them with efficiency and discretion 1, our teams operate across Canada.
Custody services
Asset management
Group retirement plans
If you would like to take advantage of our specialists' advice for your trust and asset management needs, ask your account manager to guide you.
Our services for individuals
Liquidating an estate
Administering a mandate of protection
Administering a trust
Administering a foundation
What is a trust?
A trust is a mechanism whereby one person (the settlor) transfers assets to another person (the trustee) for the benefit of a third person (the beneficiary or beneficiaries), while imposing certain restrictions and conditions on the assets. The trust property is held and administered by the trustee on behalf of the beneficiaries as directed by the settler.
What is a trustee?
The trustee is the individual appointed to hold the assets of the trust, also known as the custodian of the securities.
By our clients’ side
since 1927
More than 70 specialists
$157+ billion in assets under management and administration, as of February 28, 2022.
Our team will listen to your needs and support you as a genuine partner. If you're an individual, contact your investment advisor directly.
Montreal
514-871-7100
Toll-free: 1-800-463-6643
trustservices@nbc.ca
600 rue De La Gauchetiere Ouest, 28th floor, Montreal, Quebec, Canada H3B 4L2
Monday to Friday: 8:30 a.m. to 4:30 p.m. (ET)
1. Services offered by National Bank Trust or through any other National Bank subsidiary.