As a Special Services’ partner, you have access to our free Portfolio Analysis service. You may use this service for both your clients and prospects.
This service is available in three different report formats:
Simple Hold/Sell recommendations ( provided on accounts $249,999 and under).
Full Analysis includes 52 weeks of valuation data, charts, interest rate change sensitivity and hold/sell recommendations. ( provided on accounts $250,000 and over)
Portfolio Construction (can be tailored to meet specific criteria, such as compliance with provincial trust regulations).
Equity recommendations are based on technical and fundamental analysis. We have access to a wide range of resources outside of National Bank Financial’s own research such as Thomson, Veritas, Credit Suisse First Boston, Veritas and Argus to gather information and provide prompt, up to the minute updates on corporate and economic activity.
