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.
This means giving your advisor, an accredited Portfolio Manager, the authority to make investment decisions on your behalf. Your investment strategy will be designed and managed according to your clearly-documented needs and goals. Unlike a traditional investment account, it is not necessary for you to review every transaction. We meet with you to review the portfolio and returns on a periodic basis (quarterly, semi-annually, annually) based on your preferences.
Learn more about the program here.
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.