We will work with you to determine your personal and financial goals and objectives. Once defined, we will recommend an overall investment strategy that incorporates your tolerance for risk.  You leave the day-to-day management of your account to a team of professional portfolio managers and the ongoing monitoring to your Investment Advisor.

The benefits of a BMO Nesbitt Burns managed account include:

  • The simplicity of having all of your investments held within a single account with a predictable management fee.

  • You’ll receive a single account statement with comprehensive reporting to help you track your progress.

  • The peace of mind that comes from knowing that a team of experts are continuously working on your behalf to take advantage of investment opportunities, minimize potential risks and achieve your long-term goals and objectives.

  • The freedom from the pressure and responsibility of making day-to-day investment decisions.

  • The flexibility to invest in a program that can continually evolve to meet your current needs and future goals.


The Process


The Guidance of World-Class Experts

Your portfolio will benefit from the vast knowledge and resources of world-class experts.  BMO Nesbitt Burns clients benefit from multiple layers of expertise.  Your portfolio will be guided by internal portfolio management and investment research teams at BMO Nesbitt Burns and BMO Financial Group, as well as some of the world’s leading portfolio management organizations and global pension consultants.  You will have a dedicated team of experts to handle the day-to-day implementation of your investment strategy.  As a result, you can feel confident that you will be participating in a broad range of compelling investment opportunities, and that our team of experts will work hard to identify and minimize risk along the way.


Actively Balancing Risk and Return

Our belief in a “multi-manager” approach delivers the combined performance of several outstanding investment managers in a single portfolio.  Selecting from a global investment platform, BMO Nesbitt Burns Portfolio Management Advisory Group researches and identifies investment management organizations with outstanding track records to complement our clients’ portfolios.  Managers that focus on specific investment styles, geographic regions and market sectors are able to extract superior long-term returns from their unique areas of expertise. When multiple, specialized managers are brought together, their distinct performance characteristics can strike the optimal balance that helps reduce the overall risk of your portfolio.


Peace of Mind in All Market Conditions

The emotional cycle of investing can be difficult, even for seasoned investors.  Most people tend to feel over-confident when market risk is running high, and too frightened to act when the market is actually offering opportunities.   Although markets continually experience ups and downs, the careful design and active portfolio management of a BMO Nesbitt Burns managed account may help you avoid making emotional decisions, and ensure you follow a disciplined strategy that will allow you to reach your financial goals.