Here in Calgary, many of our clients are hands-on investors who like to select their own stocks and maintain an active role in building their portfolios. We take the time to provide these individuals with a big-picture plan, ensure their portfolios are not overweight in specific sector, provide ongoing information and market insights, and bridge any gaps that might compromise their ability to reach their end goals.
Most of our clients work with us through The BMO Private Wealth Architect Program; this program provides flexibility in building a dual currency portfolio - Canadian and U.S. dollar investments - that aligns to your personal goals, while considering what’s important to you as an investor, including the sustainability and ethical impact of your investments. You’ll have the ability to construct a portfolio that recognizes these priorities, and the opportunity to go beyond an “off the shelf” investment management solution.
Architect includes both a Managed portion and a Client-directed portion, through one “investment account.” Within the Managed portion you can combine one or more professionally managed investment solutions. The Client-directed portion further enhances your flexibility by allowing you to add complementary individual investments, including stocks, bonds, mutual funds and exchange-traded funds (“ETFs”), either when you open your Architect portfolio, or as you continue to build your investment portfolio over time.
Through the transactional model, we will call you to discuss and get your approval for each buy and sell, and you pay a commission for each transaction.
Let’s discuss the approach that will work best for you and your family and company or practice.