The BMO Nesbitt Burns Meridian Program (“Meridian”) is a fee based, client-directed program that provides all the benefits of full service investing for one annual fee.
Maintain control over your investments
The BMO Nesbitt Burns Meridian Program provides your portfolio with a flexible combination of individual securities, ETFs and mutual funds. In collaboration with you, we will structure portfolios with the characteristics necessary to achieve strong performance over time. Investment management fees are fully disclosed, and you have access to Gateway which allows you to view your portfolio online at any time. The goal is to put you and our team on the same side of the table, so that we are aligned in achieving your stated objectives.
ABC Wealth Management offers a range of solutions for all investor types. For more information about whether the Meridian Program is suitable for your situation, please contact our team today.