Managed and Fee Based Programs

BMO Nesbitt Burns Advance Program

As a managed investment program, the Advance Program enables you to access the expertise of some of the world’s leading Investment Managers – managers who are generally beyond the reach of individual investors, offering their services only to pension funds or very large accounts. Portfolios are individually managed and are customized to meet your needs. All of the day-to-day decisions as to what to buy or when to sell are handled by your chosen Investment Manager. Your Investment Advisor will monitor your portfolio on an ongoing basis to help ensure that your expectations are met. A single quarterly fee covers all professional portfolio management services.

Account Minimum - $150,000 (Cdn Equity, Total Equity or Balanced), $250,000 (Cdn Fixed Income), $100,000 US (All US Accounts)

BMO Nesbitt Burns Architect Program

Introducing the next evolution of managed accounts. The Architect Program is a new kind of managed account solution - a unified managed account that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All of this is brought together in one coordinated portfolio, with the rigorous oversight and due diligence from our internal and external teams.

Account Minimum - $150,000 Cdn or US

BMO Nesbitt Burns Blueprint Program

As a managed investment portfolio, the BluePrint Program allows you to benefit from the research expertise of our top-ranked institutional equity research analysts. All portfolios in the BluePrint Program are individually managed and are customized to meet your needs. Every quarter you receive a comprehensive personalized Quarterly Review. A single quarterly or monthly fee covers all professional portfolio management services and transactions costs.

Account Minimum - $100,000 (Cdn Equity, Total Equity, Fixed Income and Monthly Pay), $100,000 US (US Equity and Fixed Income), $2.5Million (Trustee Account)

BMO Nesbitt Burns Quadrant Program

The Quadrant Program follows a disciplined investment process using five levels of diversification to minimize risk and decrease volatility in your portfolio. Your assets are strategically allocated by asset class, investment style, market capitalization, investment manager and geographic location. Each Quadrant portfolio consists of specialized mutual funds from SEI Investments (SEI), one of the largest "manager of managers” in the world. An Investment Policy Statement provides the framework on which your portfolio is built and also clearly outlines your asset mix, risk tolerance and investment goals. Quadrant portfolios are monitored on an ongoing basis by BMO Nesbitt Burns to ensure they operate within their stated target asset allocation. An annual fee covers the features and benefits offered by the Quadrant Program and your Investment Advisor.

Account Minimum - $50,000 Cdn

BMO Nesbitt Burns Meridian Program

Meridian is a non-discretionary, fee-based brokerage program offering clients the benefits of advisor-based, full-service investing. This innovative program provides you with the benefits of an overall holistic approach to managing your entire wealth situation, the ability to hold almost any investment vehicle without paying additional costs or fees and regular portfolio monitoring and rebalancing. With a minimum investment of $100,000, clients pay an annual fee, instead of commissions on every transaction.

Account Minimum - $100,000 Cdn or US equivalent