Portage Investment Program

Portage Investment Program

A fee-based brokerage solution, offered exclusively by your Investment Advisor at National Bank Financial.

port•age / pôr’tij, pôr-täzh’ / n. the act of carrying a vessel around an obstacle to reach a desirable destination.

The Portage Investment Program (Portage) may be the perfect way for you to achieve your financial goals. We understand that managing your finances has become increasingly complex, and can sometimes feel impersonal. With Portage, our goal is to help make your life easier.

Whether your destination is retirement, a child’s education, leaving a legacy for your family, or philanthropy, the Portage Investment Program can help you get there with less stress. We are not going to carry your canoe (actually, we probably would if you asked us to!) but we are going to provide you with personalized, expert wealth management advice and brokerage services for one clearly defined program fee. You will experience the freedom of being able to make investment portfolio decisions without having to worry about what the cost of each transaction might be.

You’ll know exactly how much it’s costing you to get to your destination. Now you can focus on where you are going and your long-term goals.

Keep it simple. Make it personal.

  • Work together with your Investment Advisor and receive expert advice and personalized service.
  • Adjust your portfolio to meet changing market conditions or personal circumstances without paying commissions per transaction.
  • Benefit from tax deductible program fees paid on non-registered investments, depending on your individual tax situation*.
  • Access a wide variety of investment products and solutions, account types and flexible billing options to best suit your investment plan and long-term goals.
  • Receive a statement of your account(s) and an annual program fee summary to assist you and your tax professional with your personal income tax preparation.

If you are seeking personalized service and want the advice of an experienced Investment Advisor, along with the simplicity of a clearly defined program fee, please talk to your National Bank Financial Investment Advisor to determine if the Portage Investment Program is the right solution to help you reach your destination.

* Please consult with your tax advisor about the deductibility of program fees and your individual circumstances.