Strategic Partnership Reimagines Investment Portfolios: Humilis and National Bank Join Forces

In a dynamic evolution within the investment landscape, Humilis Investment Strategies (HiS) has unveiled a landmark partnership with National Bank Financial Inc. (NBF), aligning its strategic acumen with NBF’s trusted advisory platform. This collaborative venture marks HiS’s first foray into the sub-advisory domain, enhancing its equity strategy reach across Canada’s financial network.

A New Milestone for Humilis Investment Strategies

With this partnership, NBF will integrate three of Humilis’ meticulously crafted model portfolios into its wealth management services. Under the insightful leadership of CEO and Chief Investment Officer Brian Belski, HiS aims to set new standards in portfolio management grounded in humility and conviction, continuing to provide discipline-driven equity strategies to a broader audience.

Brian Belski’s Vision for Expansion

“This partnership is a profound acknowledgment of our steadfast dedication to Canadian advisors and clients,” expressed Brian Belski, HiS’s CEO. “Collaborating with National Bank Financial allows us to extend our core equity disciplines efficiently through a renowned professional firm. We consider ourselves extraordinarily privileged to be at the forefront of this partnership.”

Exploring New Opportunities

The collaboration paves the way for NBF advisors, enabling them to engage with HiS’s model portfolios tailored to meet diverse investment needs. This initiative not only diversifies NBF’s offerings but also enhances Humilis’s strategic influence within the Canadian market.

A Look Towards the Future

As Humilis continues to expand its portfolio accessibility across both Canada and the United States, the firm remains committed to fostering innovative solutions throughout the investment sector. Plans are already underway to introduce additional models by 2026, promising exciting prospects for investors and advisors alike.

As stated in Newswire :) Press Release Distribution, this strategic alignment signals a new era of cooperation and excellence in portfolio management.

Get in Touch

For further information, please contact Ryan Edwards, Portfolio Analyst at Humilis Investment Strategies, via Ryan.Edwards@humilisinv.com or by phone at 239-799-4680. Stay informed and watch this space for more groundbreaking developments in the world of investment.