Our portfolio solutions

Simplify investing with integrated solutions that help you reach your goals.

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What is a portfolio solution?

A portfolio solution combines different investments, including mutual funds or exchange-traded funds (ETFs).

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Turnkey solution

Your investments are managed by our experts who monitor each fund individually.

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Optimal diversification

Your portfolio is diversified with carefully selected assets to help minimize risk and maximize returns.

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Continued monitoring

A team of specialists continually adjusts your portfolio based on market conditions to ensure optimal performance.

Our portfolios

NBI portfolios

  • Diversified portfolios of approximately 20 underlying funds and ETFs for each profile
  • ESG integration and exclusion (negative screening) approach
  • Most of the underlying funds aim to exclude companies that are significantly involved* in:
  • Tobacco production and distribution  
  • Weapons manufacturing  
  • Oil and gas production  
  • Coal mining  
  • Offshore oil and gas drilling and extraction in the Arctic.

*Please refer to the prospectus for details of corporate involvement assessed according to criteria and revenue thresholds provided by third parties, and a full description of excluded activities and products.

NBI Sustainable Portfolios

  • More targeted portfolios with up to 6 underlying sustainable funds and ETFs for each investor profile
  • Common approaches: ESG integration, exclusions (negative screening), engagement
  • Sustainable approaches: best-in-class (positive screening), thematic investing, impact investing
  • In the case of the NBI Sustainable Portfolios, their underlying funds aim to exclude companies that are significantly involved in:
  • Tobacco production and distribution  
  • Weapons manufacturing  
  • Oil and gas production  
  • Coal mining  
  • Offshore oil and gas drilling and extraction in the Arctic.

How to invest

Sign in to invest in a portfolio solution according to your investor profile.

Our investment articles

Photo of a person sitting at their desk learning about mutual fund portfolios

What are mutual funds?

Mutual funds are investment vehicles that pool money from many investors to buy a diversified portfolio of stocks, bonds, or other assets.

Learn more

Photo of two people watching a sunset

Understanding responsible investment

This type of investment focuses on companies that meet environmental, social, and governance (ESG) standards.

Learn more

Illustration of a stack of books with titles like Investment 101, TFSA and RRSP

Your guide to investments: Read before investing

To understand the different types of investments, you'll need to know a few important terms. Here's a lexicon to help guide you.

Learn more

Our other investment products

Discover how our solutions can meet your financial goals and grow your savings.

Cash Advantage Solution

Ideal for protecting your savings while benefiting from an interest rate that increases across different tiers

Discover this solution

Guaranteed Investment Certificate (GIC)

Ideal if you’re looking for a secure investment that offers a pre-determined return.

Discover our GICs

High Interest Savings Account

Ideal for putting money aside and keeping immediate access to it in case of emergencies.

Discover this account

Little details that matter

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Terms of use
National Bank’s virtual assistant

When using our Virtual Assistant Service (the "Chatbot"), you accept these Terms of Use, which are subject to change without notice. Furthermore, you agree to consult these Terms of Use from time to time and acknowledge that your continuing use of the Chatbot means that you have accepted any changes that may have been made. Your continued use of the Chatbot means that you’ve read, understand and agree to these Terms of Use, the Terms of Use for our website, our Online transaction services, and to our privacy policy. You also understand any other agreements that you have with us will continue to apply when you use the Chatbot.

1. Our Services and your responsibilities

The Chatbot is an automated service which is integrated into our online banking platform.

The Chatbot is preprogrammed to answer general questions concerning the use of our online banking platform solely for informational purposes. The Chatbot is not able to answer questions on personal monetary transactions or products you hold with us.

By using the Chatbot, you understand and agree that:

  • The Chatbot does not provide financial advice or financial planning services.
  • The Chatbot does not conduct any banking transactions.
  • The Chatbot may not be able to answer all your questions. Therefore, it may not be able to provide you with the information you require. You must judge whether the answer provided responds to your question accurately. In the case of uncertainty, a customer service representative would be happy to help you. You can call us toll free at 1-888-483-5628 or 514-394-5555.
  • The Chatbot is not a complaint service. You cannot use the Chatbot to file complaints. If you have any complaints, you can contact us at the number indicated above.
  • We monitor, record and store the discussion that you have with the Chatbot to improve our interactions with our clients.
  • You will not provide the Chatbot with any confidential, personal, or private information. For example, you will not provide the Chatbot with your login information, PIN or other personal banking information.

2. Limitation of Liability

You acknowledge that we won’t be liable for any losses or damages that you may suffer as a result of your use of the Chatbot, including if the Chatbot is unavailable for any reason.

We cannot guarantee that the results obtained via the Chatbot will be accurate and reliable and that the answers provided will meet your expectations.

We will not be held liable for damages you incur as a result of:

  • Any delay, error, interruption or omission on our part or any other event beyond our control.
  • Any deficiency or technical error or any unavailability of our systems and wireless networks.
  • Your failure to meet any of your obligations.
  • Any amendment to or suspension, refusal or blockage of the Chatbot.
  • Any decision or measure you take in response to information and data obtained via the Chatbot.
  • Any other damages you may incur that are not caused by negligence on our part.

3. Language

You have requested that these Terms of Use, and related documents be drawn up in English.

4. Governing Law

These Terms of Use are governed and must be interpreted in accordance with the laws in force in the province or territory where you reside. If you reside outside Canada, the laws in force and the courts of competent jurisdiction are those of the province of Quebec.

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