Managed and Fee Based Portfolios

At BMO Nesbitt Burns, we offer a number of managed portfolio solutions for clients. Access to world-class money managers, top-ranked research and a customized approach to investing are key reasons to consider a managed approach. Below is a brief overview of the options. If you would like further information, please call us to discuss what program best fits your needs. ~ John

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. Clients pay an annual fee, instead of commissions on every transaction.



BMO Nesbitt Burns Managed Portfolio Program

As a Portfolio Manager, John Berryman has the required experience, educational background and licensing to offer clients the simplicity and convenience of discretionary portfolio management. Your investment strategy will be designed and managed according to your clearly documented needs and goals, however, unlike a traditional investment account, it is not necessary for you to review and approve each transaction. We meet with you to review the portfolio and returns on a periodic basis (quarterly, semi-annually, annually) based on your preferences.



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.