Disciplined investment management

My clients have a choice between two proven BMO Private Wealth fee-based account platforms. Let’s discuss which account type would best suit your needs.

The BMO Nesbitt Burns Architect Program

This was the first full-featured unified managed account in Canada. It provides you with access to institutional-calibre investment managers, enhanced diversification and active portfolio oversight. Portfolios are rebalanced quarterly to maintain your stated objectives as well as year-end tax harvesting, which minimizes tax reporting. The Architect Program gives you a portfolio with a professionally managed (discretionary) sleeve and a customizable client managed sleeve. This blend allows me to build customized, outstanding portfolios to meet your specific requirements.

The BMO Nesbitt Burns Meridian Program

This fee-based account provides you with access to portfolios with a flexible combination of individual securities, ETFs and mutual funds. In collaboration with you, I will structure your portfolio 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 platform, which allows you to view your portfolio at any time. The goal is to put us both on the same side of the table, so that we are aligned in achieving your stated objectives.

Contact me to discuss the many ways I can help you to achieve your vision.