Office address: 1010 de la Gauchetière West, Mezzanine 100 (Transit 5321-1), Montreal Quebec H3B 5J2
Year established: 2003
Company type: asset management
Expertise: investment management, financial services, mutual funds, ETFs, financial education
Parent company: National Bank of Canada
CEO and key people: Éric-Olivier Savoie, President and CEO
Financing status: corporate backed or acquired
National Bank Investments is a leading Canadian asset management firm that offers a wide range of products and services to institutional, high-net-worth, and individual investors. It is the leading retail open architecture provider in Canada. The company is a subsidiary of National Bank of Canada, one of the largest banks in the country.
National Bank Investments is the asset management arm of the National Bank of Canada, one of the country’s largest financial institutions. The bank was established in 1859 and is one of the Big Six banks in Canada.
In 2012, National Bank Investments – then known as National Bank Securities Inc. – set up its open architecture structure. Today, National Bank Investments is the leading retail open architecture provider in Canada. As of June 2023, the company has $79 billion in assets under management.
National Bank Investments offers a wide range of products and services to its clients, such as:
National Bank Investments declares its mission as: “to be a client-centric, top-tier Canadian asset manager dedicated to creating value.” And so it follows that the company’s core values are aligned with the corporate mission: client-centricity, excellence, innovation, integrity.
Speaking of innovation, National Bank Investments is a recognized leader in retail open architecture in Canada. This gives the company flexibility in choosing the best portfolio managers who meet the company’s criteria.
One of the main criteria in the overall investment process is adhering to environmental, social, and governance (ESG) principles. Responsible investment is part of every aspect of decision making. These are all concrete actions following commitments made by National Bank Investments in sustainable and ethical practices. It is a signatory to the Principles for Responsible Investment and the Canadian Investor Statement on Climate Change, among others. The company is also a member of the Responsible Investment Association.
Éric-Olivier Savoie assumed the role of President and CEO in 2020. In this role, he leads on directing the vision and strategy for National Bank Investments. He is also responsible for managing the firm’s investment solutions and for building partnerships across Canada.
Savoie is a homegrown talent of National Bank, having been with the company since 2005. He has taken on different roles within National Bank and its subsidiaries over the past 18 years.
This awardee of 2016’s top 25 in the Quebec financial industry graduated with a degree in Business Administration from the Université du Québec à Montréal. Apart from his role at National Bank, he is also a board member of the Investment Funds Institute of Canada and a member of the Philantra Foundation.
National Bank Investments has a strong track record in innovation, client service, and responsible investment. Backed by the legacy and reputation of its parent company, National Bank Investments continues to make headway in the asset management industry. And with its commitment to ESG principles under the UN’s Sustainable Development Goals, clients can be assured of responsible investment practices from National Bank Investments.
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