What do you look for in an Investment Advisor?
If you appreciate Independence, Objectivity and the ability to scrutinize all the alternatives available and find just the right fit for you and your financial goals then consider an investment advisor with one of the more than 80 firms that have partnered with National Bank Correspondent Network - NBCN.
You also want to be sure you're getting the backup that will give your advisor the tools to do the job in the best way possible. In short, you want the best of all worlds: the creativity and savvy of the independent investment advisor, plus the strength and resources of a major brokerage firm.
You want everything. And now you can have it. With your independent investment advisor and NBCN.
Why Do We Value Independence and Entrepreneurship so Highly?
Because NBCN is a pioneer too. We are Canada's first national correspondent service - wholly-owned by National Bank Financial.
Founded in 1990, NBCN now encompasses:
- More than 80 associated organizations
- more than 2000 Investment Advisors
- managed assets in excess of $27 billion
- over 300,000 active accounts
With access to all major markets around the world, NBCN is a member of the Toronto, Winnipeg and Vancouver Stock Exchanges and the Investment Dealers Association of Canada; and the Montreal Stock Exchange through its affiliation with National Bank Financial.
The Service & Support Behind Us, Is Now Behind You
NBCN is here to provide a wealth of resources to your independent investment advisor - and to you. These resources begin with service professionals who are committed to the idea of partnership. Working with your independent investment advisor, they help to ensure that your financial assets are administered in the most precise and cost-efficient manner. Here are some of the ways we work to support you.
State of the Art Technology
While your independent investment advisor is looking after your investments, we've been making some of our own - in technology and systems designed to expedite the timely and efficient management of your assets. From leading edge trading facilities to innovative monthly statements, NBCN gives you capabilities you never had before.
Top-Flight Research
National Bank Financial's equity research is highly regarded in the Canadian investment community.
Your independent investment advisor benefits from the in-depth analysis and ideas of our research team - as well as other international research sources retained by NBCN.
Flexible, Secure Retirement Planning
With the growing need for personalized retirement planning, NBCN provides your independent investment advisor with all the tools to develop a comprehensive strategy - whether you're planning retirement, or already there.
These include:
- Self-Directed RRSPs
- RRIFs
- Locked-In RRSPs, Retirement Accounts and Income Funds
- Retirement Funds
- RRSP-eligible Mutual Funds
With NBCN, you have ultimate flexibility. And with Natcan Trust Company as trustee, you have security and peace of mind.
Natcan Trust Company and its parent company, General Trust of Canada, are affiliate companies of NBCN and member firms of National Bank of Canada Group. With more than $31 billion in assets under administration, they have a reputation for administrative service excellence and have developed an outstanding administrative structure to provide fiduciary and trust services.
Access To Over 1,200 Mutual Funds
Providing the most choice for your investment portfolio, NBCN has access to over 40 families of mutual funds, and 1,270 load and no-load funds from domestic and international companies.
This wide range of investments is handled through the most efficient and accurate administrative processing system in Canada, with automated data links to all major mutual fund companies. That makes administration of your mutual fund assets smooth and worry-free.
Fixed Income: Diversifying Your Investment Portfolio
Our professionals provide full access to domestic and global bond markets, as well as many other products: T-Bills, GICs, Mortgage-Backed Securities and Canada Savings Bonds. That means your independent investment advisor can find you the right fixed income investments with very competitive yields.
Clear Statements for Easier Tracking
We've created the most user friendly account statement in the industry.
Designed with extensive input from our client and correspondent colleagues, this new statement has many innovative features maximizing the amount of information, minimizing the confusion. And that gives both you and your independent investment advisor greater control in the management and tracking of your assets.
Your Investments Are Secure
The safety and protection of your investment assets are of the utmost importance. That's why NBCN is pleased to provide you - through your independent investment advisor - with up to $1,000,000 in investor account protection for your securities held on account with us. This investor account protection covers the customers of the independent investment firms which use the services of NBCN in the unlikely event that NBCN becomes insolvent. Each one of your separate accounts as defined by the Canadian Investor Protection Fund (CIPF) is protected by CIPF coverage. CIPF provides for $1,000,000 in coverage for any combination of securities and cash.
NBCN is part of the National Bank of Canada Group and a subsidiary of National Bank Financial. With a strong capital base of $5.3 billion, National Bank of Canada is Canada’s sixth largest bank. Founded in 1859, the Bank has nearly 500 Canadian branches and representation in 20 U.S. cities and 120 foreign countries. The Bank’s investment dealer subsidiary, National Bank Financial, has $500 million in working capital and more than 800 registered investment advisors in 86 offices across Canada.
Additional Services At No Additional Charge
NBCN also provides specialized services to make managing your investments easy and convenient. Expediting the transfer between your bank and your brokerage accounts, these include Electronic Funds Transfers (EFT), Pre-Authorized Contributions (PAC) Plans for RRSP and non-RRSP accounts, and Systematic Withdrawal Plans (SWPs).
Minimal Fee & Service Charges
Fees and service charges can have a significant effect on investment decisions and returns. That's why we reduce them to an absolute minimum - in most cases, only the costs we incur from other financial institutions.
NBCN:
The Resources That Mean Service and Support for the Independent Investment Advisor of Your Choice.
NOTE : NBCN will not open accounts except in jurisdictions in which it is registered.
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