Institutional services

National Bank Trust is by your side to help you manage your investments

Discover our services

Photo of a man holding a tablet

Why choose National Bank Trust?

Picto of a graph charting upwards

Informed investment decisions

  • Sound advice

  • An integrated approach

  • Meticulous follow-ups

Picto of two people and the National Bank logo

Professional and personalized support

  • Management with your needs

  • First-class support

  • Proactivity and transparency

Proactivity and transparency

Picto of a hand holding a bag with the dollar sign on it

Asset management

An integrated, flexible and innovative approach.

Our business model provides the flexibility you need to adjust your portfolio as needed. In collaboration with National Bank Investments (NBI), we can choose the best portfolio managers in the world based on criteria of excellence or the most attractive investment alternatives.

See more details here

Picto of a safe

Custody

Our structure offers the advantage of grouping our services under one roof. Our asset management clients also benefit from our custodian services.

Our expertise has been recognized since 1927, and we excel in the safekeeping and administration of securities in Canadian and international markets, for businesses, associations and pension funds.

Picto of three people

Overview of our group retirement plans

In partnership with TELUS Health, group retirement plans offer companies customized solutions from the following products: Group RRSPs, Deferred Profit Sharing Plans (DPSPs), Simplified Pension Plans (SPPs) and Group TFSAs, and more.

Track your portfolio in real time

We offer you secure access to the Unity Custody Management Platform to track your account activity with National Bank Trust in real time. 

With the platform, you can:

  • Access a dashboard to view all of your accounts 
  • View real-time transaction reports
  • Customize your reports 
  • Extract a range of data for a specific period
  • Access the complete history of your transactions since the date of creation of your access

 

Picto of a computer screen displaying an online investment portfolio

We’re here to support you

Picto of a person with the National Bank logo

Are you a client?

Please contact a member of the team assigned to your file directly.

Picto of an envelope with an arrobas symbol

Not a client? No problem.

If you have questions about our services for the institutional services, please write to us at

trustservices@bnc.ca

Little details that matter