A leading provider of trade execution and brokerage solutions.
The breadth of the bank at your disposal.
We offer traditional custodial services and innovative banking
solutions under one roof. From high-touch block trade execution to
investment fund services, private banking solutions, and more. We have
all the tools to support your firm.
A trusted partner to help you grow your business.
We work with hundreds of portfolio managers, introducing brokers and investment funds managers across Canada to help their businesses grow and prosper.
Your client’s assets are safe in our hands.
We’re backed by the strength of National Bank of Canada, one of Canada’s oldest financial institutions providing financial services to individuals, corporations and governments since 1859.
+400
Independent firms
$304B
Assets Under Administration
+1M
Canadian investors
+750
New accounts/day
40,000
Trades/day
700
Transfers/day
Whether you are just starting out as an independent wealth manager or have a well-established business, our goal is the same: to provide support and services that allow you to achieve your vision.
Implementation Team
Provides personalized onboarding assistance from the start to set up your business on our platform.
Transitions Team
Executes the seamless migration of your clients’ assets to the NBIN platform.
NBIN Academy
A comprehensive training program designed to give you the tools you need to excel using NBIN systems.
Service Delivery Team
Our dedicated group of experts provides you with day-to-day support.
Regional Relationship Manager
Works with you to understand your business needs, offer solutions and facilitate your growth.
Helps you take advantage of tools and programs to optimize your operations.
Trade Execution Team
Quickly and efficiently handles all your trading needs.
Available for personalized execution of common securities and high-touch handling of institutional equity and options orders.
Dedicated support teams for all specialized services:
Prime Brokerage and Investment Fund Services
Compliance and Risk Consultation
Managed Portfolio Solutions
Take advantage of our sales team's expertise and receive personalized advice.
Write to us with the details of your request or question. We'll respond as soon as possible.