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I'm looking to invest more than $250,000. What services can you offer me?
If you have significant personal wealth, NBI Private Wealth Management or Private Banking 1859 are good options.
NBI Private Wealth Management is a premium discretionary portfolio management service that's ideal for people looking to invest $250,000 or more (as an individual or as a family). It allows you to access exclusive benefits, draw on the expertise of seasoned portfolio managers and enjoy degressive service charges (the more you invest, the less you pay).
Private Banking 1859, intended for high-net-worth clients, offers made-to-measure private banking to help you manage your personal wealth.
Related questions
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How do I buy a GIC in a non-registered account from my online bank? Learn how to buy a GIC in a non-registered account from my online bank. -
Why should I choose NBI Private Wealth Management? NBI Private Wealth Management is a premium discretionary portfolio management service. You can count on our team of professionals to make informed decisions so you and your family can enjoy peace of mind. -
When will I receive my annual reports and my portfolio statements? Annual reports are issued on December 31 each year. Your portfolio statements are issued quarterly, i.e., every three months. -
What's the difference between NBI Portfolios and NBI Funds? Learn the differences between an NBI portfolio and NBI Fund. -
Who manages NBI Portfolios and NBI Funds? National Bank Investments is the leading bank-affiliated asset manager in Canada. We do business exclusively with external portfolio managers selected to meet our standards of excellence. You'll benefit from the expertise of some of the world's top portfolio managers, whose performance is rigorously evaluated.
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