Managed & Fee Based Programs
BMO Nesbitt Burns Managed Portfolio Account Program® Benefits:
As Portfolio Managers, we deliver fully discretionary portfolio management services through your BMO Nesbitt Burns Managed Portfolio Account.
You have the peace of mind that comes from having a direct connection to the person making the investment decisions in your portfolio.
We will carefully assess your needs, design an investment strategy based on time tested investment methodologies and world class investment research, and create a portfolio designed to promote your best interests every step of the way.
BMO Nesbitt Burns Architect Program® Benefits:
A greater level of diversification and monitoring that provides an opportunity to enhance return potential while seeking to limit volatility.
Within a single account, you have access to unparalleled investment alternatives including a wide range of leading money managers, a selection of top ranked mutual funds and Exchange-Traded Funds (ETFs).
Value-added services such as automatic rebalancing and enhanced tax management which combine to provide a more robust approach to portfolio management.
BMO Nesbitt Burns Meridian Program® Benefits:
With the Meridian Program, you receive the benefits of full-service advisory support from us along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.
BMO Nesbitt Burns BluePrint Program® Benefits: Opportunity to invest in one or more of seven model portfolios actively managed through BMO Financial Group’s in-house investment managers.
Access the investment expertise of Jones Heward Investment Counsel (JHIC) and Harris Investment Management (HIM).
Four unique Fixed Income Portfolios and access to BMO Capital Markets’ top ranked* research through the Canadian Equity and Total Equity Portfolios.
Alternatively, you’ll be able to access HIM quantitative research through the U.S. Equity Portfolio.