Disciplined, opportunistic investment management
We have extensive experience in providing investment planning and advice to affluent clients.
Our strength is positioning you as best we can for the next five years, proactively adjusting your portfolio as necessary when the environment changes. We are also skilled at explaining the intricacies of the investment environment to you – for example, the risks and opportunities of low interest rates.
Our team follows several key principles: Discipline: We maintain an unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing. Risk management: We identify, measure and mitigate investment risks according to your risk tolerance parameters to best preserve and grow your capital. Research: Our investment recommendations are based on industry-leading research coverage from BMO Capital Markets and select third-party research. We track industry trends to the specific macro and micro-economics factors that impact your individual wealth plan, and keep you informed. Education: We provide information and resources to help you make informed decisions and enjoy the experience of participating in and maintaining ownership of your financial future. Regular contact: Ongoing touchpoints from us based on your personal needs will keep you up to date on your portfolio’s performance and keep us informed on any changes in your life. We will communicate through meetings, phone calls and email and our door is always open to you.
Flexibility: We can work with you through two excellent BMO Nesbitt Burns platforms. Let’s discuss which is best for you:
The BMO Nesbitt Burns Architect Program This was the first full-featured unified managed account in Canada. It brings you access to institutional-calibre investment managers, enhanced diversification and daily active portfolio oversight. Your portfolio is rebalanced quarterly to maintain your objectives and year-end tax harvesting minimizes tax reporting. The Architect account allows us to combine various managers with different specializations in one account and to use mutual funds for some categories that are not large enough in the portfolio to warrant using individual stocks or bonds. The mutual funds are held in the same account as your managed stocks or bonds, according to your unique parameters. Finally, this account even allows us to use low-cost exchange traded funds (ETFs) to build broad diversification in an investment category at a very low cost. The BMO Nesbitt Burns Meridian Program This is a fee-based account that 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, our online account access portal, 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.