Historical Highlights

1987: National Bank Securities Inc. is founded to provide discount brokerage, mutual fund and immigrant investor services.

1988: Two divisions are created within National Bank Securities Inc. One of them, InvesTel, is entirely dedicated to discount brokerage services.

1997: InvesTel launches its first transactional website.

1999: The National Bank launches National Bank Discount Brokerage Inc. to take over the InvesTel discount brokerage service. National Bank Securities, which until then had administered InvesTel, is now free to focus exclusively on the National Bank Funds family.

2003: On August 22, 2003, National Bank acquires Altamira Investment Services Inc. This acquisition allows National Bank Direct Brokerage to welcome a new clientele.

2008: The Company changes its name to better reflect its dynamic and officially adopts the name of National Bank Direct Brokerage.

2009: Market-Q is launched, thereby providing clients with a powerful market data platform that allows them to create up to 20 dynamic watch lists, each composed of 200 securities. Clients can now better track their investments.

2011: The ETF (exchange-traded funds) Centre is launched and becomes a comprehensive source of information for investors by allowing them to make more informed decisions, as well as quickly move into action. This new tool allows them to quickly select ETFs based on several criteria and, as such, find the vehicle that is suited to their needs more easily.

Launch of the optimized mobile site for smart phones. This site allows clients to view their accounts and trade directly from their smart phones.

2012: Implementation of exceptional strategic tools for clients, access to Morningstar’s research, which complements the National Bank Financial’s research, and daily distribution of the Dow Jones Morning Briefing.

2013: A new and improved website goes live. The new website guides novice investors along a smart, step-by-step investment path, all the while continuing to support experienced investors in their research.

National Bank Direct Brokerage received the highest numerical score among discount brokerage firms in the proprietary J.D. Power 2013 Canadian Discount Brokerage Investor Satisfaction StudySM. Study based on 3,089 responses measuring investor satisfaction at 11 firms. Proprietary study results were based on experiences and perceptions of consumers surveyed in May-June 2013.

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