Fund Strategy
The NBI Bond Fund’s investment objective is to provide a high level of current income, reasonable unit price stability and sustained capital growth. The fund invests primarily in Canadian federal and provincial bonds. These offer you secure return with low risk.
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 |
| Philippe Ouellette |
6/17/2022 |
| 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 |
| Nicolas Normandeau |
6/17/2022 |
| 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 |
| National Bank Trust Inc. |
6/17/2022 |
| Brief Bio: |
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| Advisor's Firm: |
Advisor's Education: |
| National Bank Trust Inc. |
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| Fund Advisor(s): |
Managed Since |
| Sue McNamara |
8/27/2025 |
| Brief Bio: |
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| Advisor's Firm: |
Advisor's Education: |
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| Fund Advisor(s): |
Managed Since |
| David Matheson |
8/27/2025 |
| Brief Bio: |
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| Advisor's Firm: |
Advisor's Education: |
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| Fund Advisor(s): |
Managed Since |
| Ilias Lagopoulos |
8/27/2025 |
| Brief Bio: |
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| Advisor's Firm: |
Advisor's Education: |
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| Fund Advisor(s): |
Managed Since |
| Derek Brown |
8/27/2025 |
| Brief Bio: |
| Derek joined Beutel Goodman in 2016 and has over 10 years of investment experience. He is co-lead portfolio manager with David Gregoris with strategic responsibilities including portfolio duration, positioning and risk exposure management. Prior to joining BG, Derek worked at Fiera Capital, where he was a fixed income portfolio manager. Derek is a graduate of Concordia University, McGill University and is a CFA charterholder. |
| Advisor's Firm: |
Advisor's Education: |
|
CFA, BComm, MBA |
| Fund Advisor(s): |
Managed Since |
| Brian Tinney |
8/27/2025 |
| Brief Bio: |
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| Advisor's Firm: |
Advisor's Education: |
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