It's simple
One low monthly investment management fee.

We charge you as little as $20 and no more than $80 a month no matter how much money you place into your account or how much your account grows. It's your money and we believe it should be treated that way.

How much will you be investing?
  • less than $75K
  • $75K to $150K
  • more than $150K
per month
You are provided with an account, held in your name, at NBIN Inc., a subsidiary of National Bank Financial Inc. and a member of the Canadian Investor Protection Fund (CIPF).
What's included
  • Customized portfolio creation
  • Diversified asset allocation
  • Specific ETF selection
  • Optimized portfolio construction
  • Consistent portfolio monitoring
  • Threshold portfolio rebalancing
  • Annual updating of information
  • Professional support from a registered advisor
  • Online transparent fee & perfomance reporting
  • Tax efficient asset allocation
  • Holistic view of multiple accounts
  • Joint accounts included at no additional charge
Additional fees paid to other parties

When we make trades to allocate or rebalance your account, NBIN Inc. charges $9.99 per trade. We’ll cover any fees over $100, so you’ll never pay more than $100 per year per account for trades.

For each account you have open, NBIN Inc. charges a custodian fee. We cover the custodian fee for your first account, and NBIN Inc. will charge you annually for any additional accounts you have open—$100 a year per registered account (e.g. RRSP, TFSA) and $75 a year per non-registered account (e.g. Cash).

ETF Companies

We want your money to stay where it belongs, with you. That’s why we only use ETFs with low management expense ratios (MERs). MERs are charged by the ETF companies, and the average MER of the ETFs we use is 0.13% for a balanced portfolio.

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