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Gary Apelbaum
Connie Taccone
Tim Simpson
David Tremblett

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Architect Program

BMO Nesbitt Burns Architect Program®

Introducing the next evolution in unified managed accounts - the BMO Nesbitt Burns Architect Program. The Architect Program is a new kind of investment solution – a unified investment account (UIA) that brings together the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities) with the best of traditional investment accounts (ability to hold and trade eligible securities). All within one coordinated portfolio, with all the rigorous oversight and due diligence from our internal and external teams.


The Architect Program embodies the essence of what people have been looking for in a managed assets program - freedom from ongoing monitoring of the markets and day-to-day investment decisions and the comfort that your investments are being optimally managed by a team of experts led by Gary Apelbaum.

With the Architect Program, Gary Apelbaum has flexibility when designing and constructing your recommended portfolio. The Investment Advisor will draw from a selection of separately managed accounts, mutual funds, exchange traded funds and alternative investments. This selection will include access to investment managers previously unavailable for such a low minimum investment ($150,000).

Designed to provide you with the opportunity to enhance your return potential while seeking to limit the volatility of returns, the Architect Program provides you with enormous benefits:

• An individualized strategic asset mix;

• Skilled expertise in portfolio management that incorporated risk management principles
by including the potential for diversification by investment vehicles, managers and styles;

• Ongoing portfolio oversight, and;

• Active coordination of the underlying investment vehicles for systematic portfolio
rebalancing, and intelligent cash management.


Benefit from the power of one...
The Architect program gives you:

• One investment policy statement executed through one coordinated portfolio;

• One set of documents to complete;

• One fee, and;

• One all-inclusive quarterly statement.


It all adds up to the most efficient and effective investment solution available to you.


For more information or to arrange an appointment, please contact:
Gary Apelbaum (905) 707-1980 or Gary.Apelbaum@nbpcd.com