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InvestCube

Choose your asset allocation 

* All fields are required, unless otherwise specified. 

Your asset allocation 

Choose the weight associated to each asset class by selecting among the 5 following portfolios.

Is this your first foray into the world of do-it-yourself investing? Here are a few definitions and some additional information to refer to as needed. 

 

You will have the option of adding an alternative investment ETF for more diversification.

Alternative investment ETFs provide more diversification and risk management opportunities than conventional asset classes since their objective is to provide low correlation to, and lower volatility than, the return of the equity markets.

  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
 5% Cash
 30%  Fixed-income
 22%  Canadian equity
 22%  U.S. equity
 11%  Global equity
 10% Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

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InvestCube

Choose your strategy 

* All fields are required, unless otherwise specified. 

Here is the asset allocation you have selected :

Your investment strategy 

For each asset class, choose one of the following three options.


Here are a few definitions and some additional information to refer to as needed. 

 

Fixed-income

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*   

 

For more information on the ETF

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*   

 

For more information on the ETF

[Acronyme + 50% / Acronyme + 50%]

​

​

ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*   

 

 

Canadian equity

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Acronyme + 50% / Acronyme + 50%]

ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

U.S. equity

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Acronyme + 50% / Acronyme + 50%]

 

 

ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

 

Global equity

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Acronyme + 50% / Acronyme + 50%]

 

 

ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

 

Alternative investment

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

* The distribution yield is included in the 3 year annualized return

Your portfolio in detail

Below are the details specific to the portfolio you have built.

 

This is a simulation, we will contact you if you wish to activate your portfolio.

 

 

This will let you know the rebalancing fee that would be billed to you annually. A minimum investment of 10 000$ is required.

Your portfolio information:

Your estimated fees:

 

The distribution rates indicated are estimated annualized rates. The distribution payments can be made on an annual, quarterly or monthly basis. The rates and payment frequency of the distributions may change without notice. The total estimated distributions percentage is calculated using the distribution rate and the ETF weight in the portfolio. The indicated rates of return are based on the historical annual compounded total returns including changes in securities value and payment of all dividends and do not take into account transaction fees or income taxes payable by any security holder that would have reduced returns. Management fees and expenses may be associated with investments in ETFs. Please read the prospectus of each ETF before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated.

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InvestCube

Your personal information 

* All fields are required, unless otherwise specified. 

Are you a National Bank Direct Brokerage client?

A representative will contact you to confirm your selection. Please indicate the best time to call you:

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InvestCube

Validation of the information provided

Before moving to the next step, please confirm the information below.

Your asset allocation 

Your asset allocation 
  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
 5% Cash
 30%  Fixed-income
 22%  Canadian equity
 22%  U.S. equity
 11%  Global equity
 10% Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Cash
  Fixed-income
  Canadian equity
  U.S. equity
  Global equity
  Alternative investment

Looking for additional diversification?  Add an alternative investment ETF.

Your strategy

Your strategy

Fixed-income

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*   

 

For more information on the ETF

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*   

 

For more information on the ETF

[Acronyme + 50% / Acronyme + 50%]

​

​

ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*   

 

 

Canadian equity

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Acronyme + 50% / Acronyme + 50%]

ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

U.S. equity

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Acronyme + 50% / Acronyme + 50%]

 

 

ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

 

Global equity

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

[Acronyme + 50% / Acronyme + 50%]

 

 

ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

 

Alternative investment

[Nom du FNB + acronyme + pourcentage]

[Description du FNB]
ETF management fees  
Holdings  
3 year annualized return  
Distribution yield*  

 

For more information on the ETF

* The distribution yield is included in the 3 year annualized return

Your portfolio in detail

Below are the details specific to the portfolio you have built.

 

This is a simulation, we will contact you if you wish to activate your portfolio.

 

 

This will let you know the rebalancing fee that would be billed to you annually. A minimum investment of 10 000$ is required.

Your portfolio information:

Your estimated fees:

 

The distribution rates indicated are estimated annualized rates. The distribution payments can be made on an annual, quarterly or monthly basis. The rates and payment frequency of the distributions may change without notice. The total estimated distributions percentage is calculated using the distribution rate and the ETF weight in the portfolio. The indicated rates of return are based on the historical annual compounded total returns including changes in securities value and payment of all dividends and do not take into account transaction fees or income taxes payable by any security holder that would have reduced returns. Management fees and expenses may be associated with investments in ETFs. Please read the prospectus of each ETF before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated.

Your personal information 

Your personal information 

Are you a National Bank Direct Brokerage client?

A representative will contact you to confirm your selection. Please indicate the best time to call you:

By submitting your request, you accept a representative will contact you to finalize your portfolio selection. 

Here is your confirmation number: ${confirmation}

What's next? 

 

 

You'll receive a copy of your choices by email 

and 

 

 

one of our representatives will contact you to confirm and activate your selection in your InvestCube account. 

 

Too eager to wait? Contact us now to activate your portfolio at 1 800 363-3511, from 8 am to 8 pm, Monday to Friday.

Please wait 24 hours before resubmitting your request.
We apologize for the inconvenience,

Thank you for contacting us.

Back to nbdb.ca

 

 

 

National Bank Direct Brokerage (NBDB) is a division of National Bank Financial Inc. (NBF) and a trademark belonging to National Bank of Canada and used under licence by NBF. NBF is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund and is a subsidiary of National Bank of Canada, a public company listed on the Toronto Stock Exchange (TSX: NA). NBDB provides order execution only services and makes no investment recommendations. Clients are solely responsible for the financial and tax consequences of their investment decisions.