Trust and asset management services

At National Bank Trust, we have been specialists in trust services and asset management for over 90 years¹. Our mission is to ensure the consolidation, protection and transmission of wealth, for institutions and individuals.

Our services

For institutional markets

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 discretion¹, our teams operate across Canada.

Custody services
Asset management
Group retirement plans

Discover our institutional services

For individuals

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

Discover our services for individuals

Important terms you should know

Picto of a plant with dollar sign flowers growing out of it

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.