Advisor Tools and Resources

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




Access the tools you need to better serve your clients.


Log in to access the following tools:

NEW! Browse NBI's continuing education courses

Browse our courses

Generate a personalized investment strategy

Investment Policy Statement 
(Meritage Porfolios)


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.

Pictogramme Maison avec un dollar canadien


Discover all NBI webinars available exclusively for advisors.

To view the list, log in.


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.

At a glance

Find all the practical information you're looking for on NBI Funds, NBI ETFs, Meritage Portfolios and more!

NBI’s High Net Worth Plan

It allows investors who hold certain NBI Funds and Meritage Portfolios series to benefit from a management fee rebate, based on the size of their investments.


**Related addenda are available on Applicable addenda by jurisdiction

To access all RRSP loan forms, click here.

Government Forms

Important reminder: with regard to Estate settlement files, kindly send your documentation by email at


Sign in to access

Help for advisors

Do you have questions? 

Picto of three people wearing ties

Sales team 

Take advantage of the expertise and personalized advice of our sales team, Monday to Friday from 8:30 a.m. to 5:00 p.m. (ET).

Picto of an email


Use our online form to get information or ask us questions. 

Picto of a telephone

Need immediate help?

For support, contact us by phone Monday through Friday from 8:00 a.m. to 8:00 p.m. (ET).