A leading provider of trade execution and
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
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.
Assets Under Administration
How we support our clients
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.
Provides personalized onboarding assistance from the start to set
up your business on our platform.
Executes the seamless migration of your clients’ assets to the
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
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
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
Dedicated support teams for all specialized services:
Prime Brokerage and Investment Fund Services
Compliance and Risk Consultation
Managed Portfolio Solutions
Got any questions?
Take advantage of our sales team's expertise and receive personalized advice.