Banking products

Help your clients achieve their goals

Refer a client

Exclusive offers for professionals

Is your clientele made up of doctors, specialists, healthcare professionals, administrative professionals, or self-employed workers? Our tailor-made offers for professionals enable your eligible clients to enjoy benefits on a wide range of National Bank products.

Stand out by presenting the many benefits of our exclusive offers:

Our featured solutions 

Picto of a house with a dollar sign

All-In-OneTM Home Equity line of credit 

For you

Offer your clients in need of a mortgage a complete banking solution.

For your clients

Clients benefit from multiple financing options all rolled into one simple solution. Instead of re-applying for financing, they can use their All-In-One Home Equity line of credit as any other bank account to access the repaid capital on their home to fund other projects. 

Good to know

  • Down payment of 20% required. 
  • Fixed fee of 7$ per month, per linked bank account.


Picto of a chart with a dollar sign

Cash surrender value line of credit (CSV)

For you

Offer your clients a flexible financial planning tool.

For your clients

Clients can access capital they contributed for their life insurance policy as a leveraging solution to help fund other projects, plan for unexpected expenses, or plan for retirement.  

Good to know

  • We do business with various life insurance companies in Canada.
  • A solution for personal and commercial financing.

Banking solutions for every need

Mortgage loans

Help clients realize their dreams of becoming a homeowner, or even investing in an additional property. We offer conventional or insured mortgage financing with either fixed, variable or mixed options.

Lines of credit

With National Bank, clients can benefit from a variety of lines of credit or personal loans. We provide tailored advice and recommend a product based on their needs, financial goals or to simply realize various projects.

Credit cards

We’ve got a credit card for everyone. Whether your clients are travel enthusiasts, avid online shoppers, or just fans of a rewards and cashback program, we’ll find the right card for them.

Bank accounts

We'll find the right account for your clients' needs, whether it's for everyday banking, having an unlimited number of transactions per month, or to manage their finances online. Identify their needs and refer them to us through our Digital Hub.

Our products

  • Chequing account
  • High Interest Savings Account
  • Business account in the name of a trust

Legal disclaimers

TM All-In-One is a trademark of National Bank of Canada.


® Personal Flex Line is a registered trademark of National Bank of Canada

® Mastercard, WORLD Mastercard, WORLD ELITE, are registered trademarks of Mastercard International Inc. Authorized user: National Bank.

Subject to credit approval by National Bank of Canada. Certain conditions apply.

You’ve established your clients' needs?

Refer them to us and we’ll pick up where you left off.

Phone Icon
Email Icon

Monday to Friday
 8 a.m. to 8 p.m. ET