Strategic Portfolios

• Minimum investment of $10,000.
• Select the portfolio that best matches your investor profile.
• Draw on the expertise of our specialists for more effective investment management.
• Free portfolio rebalancing twice a year to ensure that the asset allocation consistently matches your investor profile.
• Optimal diversification with a single investment.
• More information (PDF).

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National Bank Managed Portfolios

• Minimum investment of $100,000
• Periodic Investment Plan with a $100 minimum contribution after the initial contribution, on a weekly, biweekly, monthly, quarterly, semi-annual or annual basis.
• No additional administration or transaction fees
• Eligible for RRSPs, RRIFs and investment accounts
• More information: www.nbc.ca/managedportfolios

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Monthly Income Portfolios

• The asset classes of the Monthly Income Portfolios are specially weighted to generate tax-efficient income outside a registered plan.
• Select the portfolio that best matches your investor profile.
• Draw on the expertise of our specialists for more effective investment management.
• Ideal solution for retirees and pre-retirees.
• More information (PDF).

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Diversified funds

• Minimum investment of $500.
• Simple and effective.
• Optimal diversification at all times.
• High-performance investments in line with your investor profile.
• More information (PDF)

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