Demystifying financial literacy and the female investor
Advisors are like financial lighthouses. But what can they do to help navigate the waters of uncertainty for their female clientele?
09 June 2020
Advisor Resources
Browse NBI’s various tools and documents to meet your clients’ needs.
Featured articles
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“It will be okay”: Help clients stay invested in difficult market conditionsHere are some key talking points to help encourage clients to not only stay the course but also, most importantly, stay invested.21 April 2020 -
Brace yourselves: the next big wave in wealth transfer is comingThe statistic is shocking: 66% of children fire their parents’ financial advisor after they’ve received an inheritance.14 March 2020 -
Understanding the female investor: the difference between good and great advisorsWith an almost $1 trillion wealth transfer underway in Canada, women are set to control half of all financial wealth by 2026.14 February 2020
Investor Education
Get informed with investor education content.
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.
Access the tools you need to better serve your clients.
Investor Profile Questionnaire*
* 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.
Investment Policy Statement (IPS)
Investment accounts and registered accounts
- Cash and RSP Account application - NBI Funds & Meritage Portfolios*
Use this form to open a non-registered account, individual, joint, in trust for (IFT), RSP, Locked-in or LIRA. - Subsequent transaction form - NBI Funds & Meritage Portfolios
- Authorization for the transfer of registered investments - NBI Funds & Meritage Portfolios
(RSP, LIRA, locked-in RSP, RIF, locked-in RIF, LIF)
Use this form for transfers between RSPs (except transfers due to a death), transfers from an RSP to a RIF, and transfers between RIFs. - Authorization for the transfer of
non registered account - NBI Funds & Meritage Portfolios
Use this form for transfers betweennon registered accounts - LIF Compliance declarations - NBI Funds & Meritage Portfolios (Quebec)
- RIF and LIF account application and transaction form - NBI Funds & Meritage Portfolios*
Notion ofspouse to be removed from RRSP/RRIF - NBI Funds & Meritage Portfolios
**Related addenda are available on Applicable addenda by jurisdiction
RRSP loans
To access all RRSP loan forms, click here.
TFSA
- TFSA application form - NBI Funds & Meritage Portfolios
- Authorization for the transfer of a TFSA - NBI Funds & Meritage Portfolios
RESP
- RESP application: NBI Funds & Meritage Portfolios
Application for opening an education savings plan. - RESP form - Quick reference: NBI Funds & Meritage Portfolios
- RESP redemption form: NBI Funds & Meritage Portfolios
- Subsequent transaction form
Government Forms
- Transfers between RESPs: SDE 0100-A, SDE 0100-B, SDE 0100-C and SDE 0100-Annex 1
- TP-1029.8.IQ Quebec Education Savings Incentive (QESI)
- SDE 0093 - Canada Education Saving Grant (CESG) and Canada Learning Bond (CLB)
- SDE 0093A - Additional beneficiaries
- SDE 0093B - Primary caregiver and/or Custodial parent/Legal guardian
- Press release - Saskatchewan – Suspension of Advantage Grant for Education Savings (SAGES)
- SDE 0093D - British Columbia Training and Education Savings Grant (BCTESG)
- Reference sheet for CESG and Annex
- SDE 0074 -Over-contributions to RESPs and grant repayment form
Supplementary forms
- Declaration of transmission by death
Basic information of the estate. - Letter of indemnity
Personal affidavit and indemnity agreement - for all provinces excluding Quebec. - Designation and change of beneficiary
Canadaexcept Quebec. - Schedule E : transaction request for non-residents
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
Questions?
Contact your NBI Sales Representative via email or by phone at 1-877-463-7627