Associate Portfolio Manager, Investment Advisor, CFP®
Toll Free: 1800-403-8147
429 Elizabeth Street
The BMO Nesbitt Burns Managed Portfolio Account program is a managed account program where the Investment Advisor acts as the portfolio manager. Clients can entrust their specially registered Portfolio Manager or Associate Portfolio Manager to make investment decisions without the requirement to review and approve each transaction.
The benefits to you are a highly customized investment strategy and professional management without having to devote your time to day-to-day decision making.