The BMO Nesbitt Burns Architect Program (“Architect”) gives you the ability to combine professionally managed investment solutions, with the option to include client-directed investments – all within a single portfolio solution, and for a predictable, transparent fee.
The Architect Program brings you access to institutional-calibre investment managers, enhanced diversification and active portfolio oversight. Your portfolio is rebalanced quarterly to maintain your objectives and year-end tax harvesting minimizes tax reporting. This account allows us to combine various managers with different specializations and to use mutual funds for some categories that are not large enough in the portfolio to warrant using individual stocks or bonds. The mutual funds are held in the same account as your managed stocks or bonds, according to your unique parameters. Finally, this account even allows us to use low-cost exchange traded funds (ETFs) to build broad diversification at a very low cost.
A collaborative approach to investing
For more information about the Architect Program please speak to our team today. 1 May also be referred to as an investment strategy. 2 May also be referred to as an manager or investment manager