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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 link.
Economic and Strategy Review
Our Quarterly Economic and Strategic Review
Our exclusive programs and services
Banking Solutions
Financial package for National Bank Financial clients
Baskets
Diversified, professionally managed, portfolios of directly-owned securities
FullAccess Service
All your financial transactions. Just one account.
Our advice: a capital asset
A brief overview of our services.
Protecting Your Assets
Our No. 1 priority
Life Planning
Charitable giving and philanthropic foundations
How to use your assets to make the world a better place
Good education A great investment
The best way to pre-fund Post-Secondary Education.
Investment Briefings
Diversification : make it your ally
Investment Briefings
Saving money in difficult times
Investment Briefings
Canadian Dollar fluctuations and your finances
Investment Briefings
Reflections on a difficult year
Investment Loans
Borrowing to invest: risks and benefits
Retirement Guide
Understand, plan, act
My Dream Retirement
Age 18-34
My Dream Retirement
Age 35-49
My Dream Retirement
Age 50-64
My Dream Retirement
Age 65 and over
Retirement Focus
The latest issue of our retirement newsletter (previously RSP Express).
The tax-free savings account (TFSA)
Essential for reaching your financial goals
Your retirement income
A look at the options you have when the time comes to convert your RSP.
Your retirement savings plan
Everything you need to know about RSPs (also available in our RSP-Web section).
Your Individual Pension Plan
An attractive retirement vehicle for key employees of a business, for self-employed incorporated professionals or for owner-managers.
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
Private Wealth Management Service
The pinnacle of investment management service.
Private Pools
Professionally managed diversified pools
Other investment vehicles and services
Fixed-income securities
Security and attractive returns.
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