National Bank Trust

Learn more about our trust and asset management services for institutions and individuals 

Photo of the view of downtown Montreal
Photo of a man using his calculator

Trust and asset management services

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.

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 discretion 1, 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.

Picto of a credit card and money

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.

National Bank Trust: key numbers

Picto of a star in the middle of a crown of flowers

By our clients’ side
since 1927

Picto of two people

More than 80 specialists

Picto of a money bag

$193.8+ billion in assets under management and administration, as of July 31, 2024.

Contact us

Our team will listen to your needs and support you as a genuine partner.

If you are an existing National Bank Trust client, please contact a member of the team assigned to your file directly.

If you are not one of our existing clients and have questions about our services for the institutional market, or about trust services for individuals, please write to us at trustservices@bnc.ca.

See our policy on handling claims and lawsuits.

Little details that matter

TM NATIONAL BANK TRUST and PHILANTRA FOUNDATION are trademarks owned by National Bank of Canada, used under license by National Bank Trust Inc. and Natcan Trust Company. National Bank Trust Inc. and Natcan Trust Company are both wholly owned subsidiaries of National Bank of Canada.

Services are provided by National Bank Trust Inc. or through other subsidiaries of National Bank of Canada.

© 2024 NATIONAL BANK OF CANADA. All rights reserved. Reproduction in whole or in part is strictly prohibited without the prior written consent of National Bank of Canada.