Fund Strategy
The NBI Preferred Equity Income 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 |
| Jean-Mathieu Gareau |
1/1/2015 |
| Brief Bio: |
| Mr. Gareau has been working at Intact Investment Management since 2011. He has been specializing in preferred shares since 2012. In 2015, he became co-manager of the fund and also took on the added responsibility of managing a sectoral portfolio in the financials sector.Holder of a master's degree in finance from the John Molson School of Business , he is a holder of the Chartered Financial Analyst (CFA) designation. |
| Advisor's Firm: |
Advisor's Education: |
|
|
| Fund Advisor(s): |
Managed Since |
| Steven Theriault |
8/27/2025 |
| Brief Bio: |
|
| Advisor's Firm: |
Advisor's Education: |
|
|
| Fund Advisor(s): |
Managed Since |
| David Tremblay |
8/27/2025 |
| Brief Bio: |
|
| Advisor's Firm: |
Advisor's Education: |
|
|
