In addition to serving in traditional Executor and Trustee capacities, National Bank’s Trust Department will work closely with clients who establish an Investment Account to manage their investment portfolios in a manner designed to meet their individual objectives and to maximize return.
Some clients who travel extensively or who simply choose not to handle their own business affairs pick the Trust Department for a Power of Attorney Account. They are free to pursue their own interests while National Bank pays their bills, makes investments and even files insurance claims and tax returns on their behalf. Our Trust Department will also work with area businesses and professionals to develop and manage retirement and pension plans.
National Bank's Important Information Regarding Your Accounts and Regulation DD Disclosure provides you full details on all account terms and conditions.