Fund Strategy
The NBI Preferred Equity Fund’s investment objective is to generate high dividend income while focusing on capital preservation. This fund invests directly, or through investments in securities of other mutual funds, in a portfolio mainly composed of preferred shares of Canadian companies and other income generating Canadian equities.
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 |
| Nicolas Normandeau |
4/11/2014 |
| 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. |
5/12/2023 |
| 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 |
| 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 |
| 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 |
| Candice Bangsund |
8/27/2025 |
| Brief Bio: |
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| Advisor's Firm: |
Advisor's Education: |
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| Fund Advisor(s): |
Managed Since |
| Alexandre Cousineau |
8/27/2025 |
| Brief Bio: |
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| Advisor's Firm: |
Advisor's Education: |
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| Fund Advisor(s): |
Managed Since |
| Jasper Beerepoot |
8/27/2025 |
| Brief Bio: |
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| Advisor's Firm: |
Advisor's Education: |
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| Fund Advisor(s): |
Managed Since |
| Nessim Mansoor |
8/27/2025 |
| Brief Bio: |
| Nessim Mansoor heads up the Canadian Large Cap Equity Team at Fiera. He has over 20 years of industry experience and joined the firm in 2016. Prior experiences include positions as Senior Portfolio Manager, Canadian Equities and Vice President, Canadian Equities at major Canadian investment management firms. Mr. Mansoor graduated from the University of Toronto with a Bachelor of Commerce. He is also the CPA, CA and CFA holder. |
| Advisor's Firm: |
Advisor's Education: |
|
CA, CFA, BComm |
| 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 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 |
| Fund Advisor(s): |
Managed Since |
| Nicholas Smart |
8/27/2025 |
| Brief Bio: |
| Nicholas Smart, CFA, is a member of the Canadian Equity Team and assists in managing Canadian Equity ESG, Ethical and Fossil Fuel Free mandates. He is also involved in the advancement of Responsible Investing and ESG Integration at Fiera Capital. He joined Fiera Capital in 2016 and has nine years of industry experience. Prior to this, he worked on Canadian Equity and Global Small Cap mandates at Empire Life Investments. Nicholas graduated from Carleton Univ. with B. of Com and B. of Arts degrees |
| Advisor's Firm: |
Advisor's Education: |
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| Fund Advisor(s): |
Managed Since |
| Frédérick Bérubé |
8/27/2025 |
| Brief Bio: |
| Frédérick Bérubé is VP and Portfolio Manager with Fiera Capital, where he is responsible for money market portfolios. Mr. Bérubé has been with the firm since its inception. His prior experiences include positions as money market Portfolio Manager and money market Trader at leading Canadian investment management firms. Mr. Bérubé graduated from HEC Montréal with a Bachelor of Business Administration (BBA), majoring in Accounting and Finance. He also holds the CPA, CMA and CFA designations. |
| Advisor's Firm: |
Advisor's Education: |
|
CFA, C.M.A., BBA |
| Fund Advisor(s): |
Managed Since |
| Tony Rizzi |
8/27/2025 |
| Brief Bio: |
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| Advisor's Firm: |
Advisor's Education: |
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