Fund Strategy
The NBI Income Fund aims to achieve a reasonably high return (higher than that for five-year guaranteed investment certificates) and income for the investor by investing mainly in fixed-income securities. The fund invests primarily in Canadian (federal and provincial) government bonds and investment grade corporate bonds.
Purchase Information
| Minimum Investment |
| Initial Investment |
$500 |
| Additional Investment |
$50 |
| RSP Eligibility |
Yes |
Fee Structure
Available In The Following Provinces
| Alberta |
British Columbia |
| Manitoba |
New Brunswick |
| Newfoundland |
|
| Nova Scotia |
North West Territories |
| Ontario |
Prince Edward Island |
| Quebec |
Saskatchewan |
| Yukon |
|
Management
| Fund Advisor(s): |
Managed Since |
| National Bank Trust Inc. |
5/12/2023 |
| Brief Bio: |
|
| Advisor's Firm: |
Advisor's Education: |
| National Bank Trust Inc. |
|
| Fund Advisor(s): |
Managed Since |
| Philippe Ouellette |
8/27/2025 |
| Brief Bio: |
| Philippe Ouellette is a portfolio manager for the Integrated Fixed Income strategies. Mr. Ouellette has 21 years of industry experience and has been with the firm since 1995. Prior experiences include positions as Portfolio Manager and Analyst, Fixed Income at a major investment management firm. He holds a BBA from University of Moncton and a Master in Finance from Université de Sherbrooke. He later received the Chartered Financial Analyst (CFA) designation. |
| Advisor's Firm: |
Advisor's Education: |
|
BBA, M.Sc |
| Fund Advisor(s): |
Managed Since |
| Alexandre Cousineau |
8/27/2025 |
| Brief Bio: |
|
| Advisor's Firm: |
Advisor's Education: |
|
|
| Fund Advisor(s): |
Managed Since |
| Jeff Seaver |
8/27/2025 |
| Brief Bio: |
| Jeff Seaver is a member of the Integrated Fixed Income team and is a portfolio manager for the Integrated Fixed Income strategies. Mr. Seaver has 27 years of industry experience and has been with the firm and a predecessor since 1991. Prior experiences include positions as Portfolio Manager and Analyst at a major investment management firm. graduated from York University with a Bachelor of Arts (BA) majoring in Economics. He later received the Chartered Financial Analyst (CFA) designation. |
| Advisor's Firm: |
Advisor's Education: |
|
CFA, BA |
| Fund Advisor(s): |
Managed Since |
| Nicolas Normandeau |
8/27/2025 |
| Brief Bio: |
| Nicolas Normandeau is a member of the Corporate Fixed Income team and is a portfolio manager for the Corporate Fixed Income stratefy. Mr. Normandeau has 9 years of industry experience and has been with the firm and a predecessor since 2009. Prior experience includes positions as Wealth Management Analyst for a leading Canadian financial institution and a consulting firm. Mr. Normandeau graduated from the Universite de Sherbrooke with a Bachelor of Business Administration (BBA). |
| Advisor's Firm: |
Advisor's Education: |
|
CFA, BBA, M.Sc |
| Fund Advisor(s): |
Managed Since |
| Charles Lefebvre |
8/27/2025 |
| Brief Bio: |
| Charles Lefebvre is Vice President and Senior Portfolio Manager. Charles has more than 23 years of industry experience, and has held a variety of portfolio management roles focused primarily on the fixed income space, most recently serving as Chief Investment Officer at a competitor. Charles has a Bachelor's degree in Actuarial Science, and also holds the FRM and CFA designations. |
| Advisor's Firm: |
Advisor's Education: |
|
CFA, BSc |
| Fund Advisor(s): |
Managed Since |
| Nicolas Vaugeois |
8/27/2025 |
| Brief Bio: |
| Mr. Vaugeois is Assistant Portfolio Manager, Non-Traditional Income. In this role, he is involved in the management of the Multi-Strategy Income and Global Bonds Funds. Mr. Vaugeois also sits on the Asset Allocation committee. Mr. Vaugeois has more than 5 years of experience in the investment management industry and joined the firm in 2013. Prior to his current role, he was Senior Analyst, Global Asset Allocation at Fiera. |
| Advisor's Firm: |
Advisor's Education: |
|
BBA, M.Sc |
