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National Bank Financial provides an extensive, free library of resource material to help you get the most from your investments.

To download any of this material in PDF format (you’ll need the Adobe Acrobat Reader), simply click the corresponding icon.

Our exclusive programs and services

Our advice: a capital asset
A brief overview of our services.

Baskets
Diversified, professionally managed, portfolios of directly-owned securities

Partnership Accounts
Fee-bearing accounts that allow you to focus on your priorities.

Protecting Your Assets
Our No. 1 priority

Retirement planning

The tax-free savings account (TFSA)
Essential for reaching your financial goals

The RSP Express
The latest issue of our RSP newsletter.

Your retirement savings plan
Everything you need to know about RSPs (also available in our RSP-Web section).

The Portfolio RSP
Discover the many advantages of our self-directed RSP.

The Transition RSP
An affordable RSP that allows you to diversify your retirement savings.

Your retirement income
A look at the options you have when the time comes to convert your RSP.

Investment funds

Investment funds
The most accessible way of diversifying your investments.

National Bank Financial Turnkey solutions

Ambassador Portfolio Service
Putting world-class portfolio managers to work for you

Emissary and Diplomat Portfolio Service
A leading-edge approach to portfolio design using private investment pools.

Private Wealth Management Service
The pinnacle of investment management service.

Other investment vehicles and services

Fixed-income securities
Security and attractive returns.

Cote Express







Legal note - Confidentiality policies - Security policies
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