Investing With Us
The majority of our clients are in discretionary fee based portfolios. This structure allows us to provide objective advice, trade efficiently, and offer comprehensive wealth management as part of the package.
The 3 fee based platforms that we use for our clients are as follows:
MPA-Managed Portfolio Account
As Portfolio Managers, we can manage your investments on a discretionary basis. This means clients do not have to be involved in the day to day investments decisions. Portfolios are managed based on each clients objectives, risk tolerance and goals as clearly laid out in the investment policy statement. For those with busy schedules, who travel frequently, or simply don't want to be called every time a trade is placed, this type of portfolio is perfect. It allows us to act efficiently and in a timely manner without having to bother clients every time we need to make a trade.
Only a select group of Investment Advisors qualify as Portfolio Managers, based on accreditation and experience. We are proud to be able to offer this service to you.
Meridian is a non-discetionary fee-based advisory program offering clients the benefits of advisor-based, full service investing with the option of online trading for on all-inclusive fee. This program is most appropriate for clients who like to be involved in the day to day decision making and want to take an active approach to their portfolio management.
The BMO Nesbitt Burns BluePrint Program is a separate account program that uses the internal expertise of BMO Global Asset Management's investment managers and BMO Capital Markets award winning research team. All portfolios in the BluePrint Program are individually managed and are customized to meet your needs.
We are fortunate to be in the position of offering our clients these different options so we can suit their individual needs and preference.