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Advisor Resources

Browse NBI’s various tools and documents to meet your clients’ needs.

 

 

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Tools

Access the tools you need to better serve your clients.

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Investment Policy Statement 
(Meritage Porfolios)

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Investor Profile Questionnaire* (Meritage Porfolios)

* FOR INFORMATION PURPOSES ONLY. This questionnaire is for information purposes only. It is not intended to replace a complete investment suitability analysis or to be considered as investment advice. It is intended solely as a reference document to assist investors in selecting the portfolio that best suits their investment needs. This questionnaire is not intended to replace any questionnaire required at the time of the purchase of securities, and at all times, the latter takes precedence.

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Webinars

Discover all NBI webinars available exclusively for advisors.

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Investor Education 

Get informed with investor education content.

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Publications

Read up on NBI’s funds and get practical advice on investing.

Understanding NBI's fund series

NBI Funds are offered across one or more series. The choice of series will have an impact on the fees paid and the compensation the advisor receives.

Investing Guide            

This reference guide, containing a wealth of practical information, will accompany you throughout the year to help you in your meetings with your customers.

Quick Facts 2020

This document, updated annually, contains an abundance of information regarding registered plans, government plans, tax rates, education savings grants and probate fees.

Forms

Investment accounts and registered accounts

**Related addenda are available on Applicable addenda by jurisdiction

RRSP loans

To access all RRSP loan forms, click here.

TFSA

RESP

Government Forms

Supplementary forms

Important reminder: with regard to Estate settlement files, kindly send your documentation by registered mail to transit 6014-1 to “Estate department”.

Forms and marketing materials - B2B Bank

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Questions?

Contact your NBI Sales Representative via email or by phone at 1-877-463-7627