Your Vision.
Your Way.

Becoming an independent
portfolio manager

Going Independent

Independence has significant benefits: the freedom to build your own business, to create your own value proposition, to serve clients as you see fit. National Bank Independent Network provides the tools and support that allow you to achieve your vision, your way.


Visit our Business Builder for more insights on independence.

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Calculate your earning potential

Gauge how much you would earn as an independent portfolio manager.

Income Calculator

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Becoming independent

From registration to compliance, going independent requires a few key steps.

What to Consider

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Are You Ready?

Find out if you have everything in place to launch your own firm.

Readiness Checklist

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Legal Considerations

Explore what to keep in mind from a legal perspective.

Legal Insights

Insights on Independence

Advisors across the country have made the transition to independence. Learn what it takes to carve your own path.

Contact one of our experts to discuss your next move.