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Don Foster

Senior Investment Advisor, Financial Planner

Tel: 604-631-2611
Toll Free: 1800-663-0242
Fax: 604-669-3824

Don Foster

Address
885 West Georgia Street
18th Floor
Vancouver, BC
V6C 3E8
Map

Contact Me

Fee Based Services

We offer full service investment management, including retirement and estate planning1, through BMO Nesbitt Burns Financial Services Inc.

Using BMO Nesbitt Burns Top Ranked Research2, We provide clients with a host of portfolio ideas that satisfy each client's individual needs.

Should the client prefer, we offer a fee-based approach using our proprietary products such as:

The Architect Program
The first full-featured unified managed account (UMA) in Canada. You benefit from a greater level of diversification and monitoring that provides an opportunity to enhance return potential while seeking to limit volatility. Within a single account, you have access to unparalleled investment alternatives including a wide range of leading money managers, a selection of top ranked mutual funds and Exchange-Traded Funds (ETFs), in addition to value-added services such as automatic rebalancing and enhanced tax management which combine to provide a more robust approach to portfolio management. You also receive the comfort of multiple layers of monitoring – BMO Nesbitt Burns Portfolio Management Advisory Group, external investment consultants, and your Investment Advisor. For a minimum investment of $150,000 the Architect Program delivers enormous benefits through a single, simplified solution.

The Advance Program
The BMO Nesbitt Burns Advance Program offers a highly-individualized approach to establishing and maintaining an appropriate investment strategy and portfolio. The Advance program achieves this by calling on the personal services of a BMO Nesbitt Burns Investment Advisor and on the expertise of leading investment managers from around the world.

The Quadrant Program
The BMO Nesbitt Burns Quadrant Program brings a comprehensive approach to investment management one that has proven to deliver dependable long-term results. Global in scope, but singular in focus, this innovative program offers, systematic asset allocation, access to leading institutional investment managers and investment styles from around the world, daily monitoring and regular rebalancing and reporting.

The Blueprint Program
The BMO Nesbitt Burns BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team.

The Meridian Program
The BMO Nesbitt Burns Meridian Program® features include the benefits of an ongoing relationship with a BMO Nesbitt Burns Investment Advisor; full access to BMO Nesbitt Burns Gateway®; competitive, all-inclusive annual fee based on assets; commission-free trading through your Investment Advisor, over the Internet or a combination of both, and cash management account services, including pre-authorized chequing and automatic withdrawal services, and electronic fund transfer into your account.