We deliver industry-leading investment solutions and will allocate your assets across a diversified range of classes that include equities, ETFs, mutual funds, managed solutions, bonds and GICs, depending on your growth targets, time horizon, risk tolerance, and other factors. We bring you the added assurance of professional investment research coverage from the top-ranked BMO Capital Markets research team.
Many of our clients show increasing interest in environmental, social justice and governance (ESG) considerations. Many have asked us to customize their portfolios to include globally sustainable investments (also called socially responsible or ethical investments) in companies committed to environmental stewardship, socially conscious causes and good governance practices. What type of positive societal impact do you want to have – a healthier, more compassionate world? A net-zero carbon footprint? Greater diversity and inclusion? We can tailor your portfolio to your values and priorities.
You have the option of working with us through one of two platform options. Let’s discuss the one that is best suited for you:
The BMO Nesbitt Burns Meridian Program 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.