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Advisor Resources

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

 

 

Featured articles

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.

Tools

Access the tools you need to better serve your clients.

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Sign in to access interactive tools built to offer personalized service to your customers

Find out your client's matching investor profile

Investor Profile Questionnaire

Generate a custom investment strategy

Investment Policy Statement (IPS)

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