Meridian is a non-discretionary fee-based advisory program offering clients the benefits of advisor-based, full-service investing with the option of online trading for one all-inclusive fee. With a minimum investment of $100,000, clients pay an annual fee, instead of commissions on every transaction.
Advice, recommendations and assistance – along with the choice of online trading – for one competitive, all-inclusive annual fee. The BMO Nesbitt Burns Meridian Program combines all of the benefits of an ongoing relationship with Gary Apelbaum with the power of the Internet. You will receive immediate online access to a wealth of expertise and information, including near real-time details on your existing holdings, and investment opportunities identified by our industry leading BMO Nesbitt Burns Research Team.
You have the choice of executing your equity, mutual fund, and option trades using traditional methods or making the trades directly online.
Investment advice is always available. Either way, your Investment Advisor is always available for assistance – from helping you to establish a personal investment strategy to providing you with recommendations and feedback on your own ideas.
You also have easy access to our technical support staff who can assist with online inquiries.
For more information or to arrange an appointment, please contact:
Gary Apelbaum (905) 707-1980 or Gary.Apelbaum@nbpcd.com