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.

Laptop

Visit our Business Builder for more insights on independence.

Man using laptop

Calculate your earning potential

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

Income Calculator

Man using tablet

Becoming independent

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

What to Consider

Man using laptop

Are You Ready?

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

Readiness Checklist

Man using tablet

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.