Programs

Description of our array of services to meet the varied needs of Canadian investors

Financial Packages for Professionals

Are you a health care or business professional? National Bank has you covered

If you already enjoy the benefits of National Bank’s financial packages for professionals, you can also get benefits and discounts with National Bank Direct Brokerage. These include:

 Account balance  Premium of ½% - Credit balance
 ½% off – Debit balance
 Self-managed RRSP and RRIF  No annual administration fee
 RESP  No annual management fees
The National Bank’s financial packages for professionals 
 Audiologists  Optometrists
 Chiropractors  Pharmacists
 Dental hygienists  Pharmacologists
 Dentists  Physicians
 Denturists  Physiotherapists
 Medical radiation technologists  Podiatrists
 Medical technologists  Psychologists
 Midviwes  Registered practical nurses
 Nurses  Respiratory therapists
 Occupational therapists  Speech-language pathologists
 Opticians  Veterinarians
Business:

 Notaries  Engineers
 Accountants (CA, CGA or CMA)  Lawyers
 HEC Montréal Graduates  

It is easy to open an account and take advantage of the financial packages for professionals offered by National Bank:

  • Online: Fill out a form and submit it to National Bank Direct Brokerage, confirming the association to which you belong. 
  • By mail: Download and print the forms, fill out the mandatory fields, confirming the association to which you belong, and mail your documents to us
  • By phone: Contact us toll free at 1-800-363-3511. One of our representatives will be pleased to guide you through the steps. 
  • In branch: Visit your local National Bank branch. One of our representatives will take the time to give you all the details you need regarding the package of your specific field, and will help you fill out the proper forms. 

To learn more about the financial packages for business professionals, visit www.nbc.ca/professionals.