Groupe National Bank of Canada

Provides banking services

Provides brokerage services

Provides commercial banking and financial services

Provides banking services

Provides commercial equipment leasing and financing

Provides fund management services

Acts as Open-End Investment Fund/Unit Trust

NBT uses a personalized approach to develop a solution tailored to client’s specific situation. The firm ensures the preservation and administration of client’s securities in Canadian and international markets.

NBF offers the following investment vehicles for individual investors: bonds, savings bonds, retirement savings bonds, foreign currency bonds, strip bonds, Treasury bills, commercial paper, investment certificates and term deposits, MBS, preferred shares, common shares, Canadian mutual funds, US mutual funds, international mutual funds and options and derivative products.

Functions as an open-end investment fund

Provides banking services

Functions as an open-end investment fund

Provides investment services

Provides trust services

CWB Wealth takes a fully integrated approach to wealth management, with customized strategies designed to address their clients’ unique goals. The firm’s investment philosophy is based on a multi-manager, active management process. They believe in looking at the long-term time horizon and using comprehensive analysis to determine the right ways to invest. CWB Wealth invests in businesses based on thorough research and market analysis.

Functions as an open-end investment fund

Provides brokerage services

NBCGF offers clients integrated solutions that will maximize their investment returns.

Functions as an open-end investment fund

Functions as an open-end investment fund

Acts as Open-End Investment Fund/Unit Trust

Operates as a consumer loan insurance and personal line of credit

Functions as an open-end investment fund

Provides insurance brokerage services

Provides accounting services

Nationally chartered commercial bank

CWB Wealth builds individualized strategies from a spectrum of global solutions driven by fundamental analysis. The firm exploits inefficiencies in the market to uncover quality companies that are being mispriced. When they invest, the weight of each security in the portfolio is positioned in a manner that is commensurate with its risk and reward profile.

Operates as a nationally chartered commercial bank

Acts as Open-End Investment Fund/Unit Trust

Functions as an open-end investment fund

Functions as an open-end investment fund