Enhancing your portfolio’s possibilities with institutional rigour

Our approach is best suited to clients who share our belief that world-class professional money managers, carefully curated and coordinated by our team to help achieve your specific goals, can play a significant role in implementing a successful, long-term investment strategy.

Our focused, disciplined, yet flexible investment strategies are carefully calibrated to address your short-, medium- and long-term needs. Our aim is to remove the emotional elements and guesswork that can become hurdles to success.


The BMO Nesbitt Burns Architect Program


Most of our clients work with us through the BMO Nesbitt Burns Architect Program, which:

  • Brings you access to institutional-calibre investment managers, enhanced diversification and active portfolio oversight.
  • Provides us with the flexibility to build a dual-currency portfolio – using Canadian and U.S. dollar investments – that aligns with your personal goals, all within a single portfolio solution and for a predictable, transparent fee.
  • Considers what’s important to you as an investor, including the sustainability and ethical impact of your investments.
  • Enables us to build an investment portfolio for you that is tailor-made to your investor profile, preferences and risk tolerance, giving you the latitude you need to achieve your long-term objectives.
  • Includes both a managed portion and a client-directed portion, through one investment account:
    • Within the managed portion, we can combine one or more professionally managed investment solutions.
    • The client-directed portion further enhances our flexibility by allowing us to add complementary individual investments, including stocks, bonds, mutual funds and exchange-traded funds, which build broad diversification at a very low cost.


The Architect Program is a flexible, all-inclusive investment solution with many unique benefits.


photo

Connect With Harrison Wealth Advisory Group 

Let's Connect