BMO Nesbitt Burns Portfolio, Action & Research Team 

With specialized expertise in Canadian equities, U.S. equities, investment funds, high-yield equities, closed-end funds, fixed income investments and technical analysis, our Portfolio, Action & Research Team is focused on providing teams like RT Wealth Management with the information we need to make insightful investment strategy recommendations.

The Portfolio, Action & Research Team provides services such as:

  • Customized portfolio design and investment recommendations

  • Management of fixed income portfolios in excess of $5 million

  • Interpretation of research from BMO Capital Markets Equity Research and third-party research providers

  • Asset mix recommendations for different investor profiles and recommended security selections within each asset class

  • Recommended core holdings for Canadian Equities, U.S. Equities, income portfolios and balanced portfolios

  • Quantitative screening and qualitative management assessment of top-ranked mutual funds (in conjunction with the BMO Nesbitt Burns Investment Fund Research team).


The Portfolio, Action & Research Team prepares numerous publications to keep our team and clients like you apprised of changes in the markets and how those changes may impact your wealth management strategy.

 

BMO Nesbitt Burns Managed and Fee-Based Advisory Accounts

With a managed account program, RT Wealth Management works together with you to develop an overall investment strategy, then we delegate the day-to-day implementation of the strategy to expert portfolio managers. You are empowered to tap into professional money management, adherence to disciplined risk management principles, and stringent portfolio monitoring.

With a fee-based account, our team remains your key resource, dedicated to providing you with the support, information, counsel, advice and trading execution you require, but you have the choice of taking a hands-on role in researching investment ideas and placing trades.

Comprehensive Products and Services and Highly Ranked Research

BMO Nesbitt Burns offers one of the most comprehensive selections of investment products and services in Canada. At RT Wealth Management, we bring our clients access to coverage from one of the top equity research houses in Canada†:

  • Equity research team of 60 analysts in the U.S., the U.K. and Canada covering more than 950+ equities

  • Overall investment and economic research

  • Timely market information and expert guidance on fixed-income securities

  • Access to a wide range of new issues

 

† BMO Capital Markets ranked number two research team in Canada in the Institutional Investor 2021 and 2022 All Canada Research Team.
BMO Capital Markets' Fixed Income Strategy group claimed top honours in the Institutional Investor 2021 Global Fixed Income Research Team survey.
https://capitalmarkets.bmo.com/en/news-insights/news-releases/bmo-capital-markets-fixed-income-strategy-group-earns-top-rankings-institutional-investor-survey/
BMO Capital Markets' Fixed Income, Currency and Commodities Macro Strategy group claimed top honours in the Institutional Investor 2022 Global Fixed Income Research Team survey.
https://capitalmarkets.bmo.com/en/news-insights/news-releases/research-strategy/top-rankings-bmo-capital-markets-ficc-macro-strategy-group-institutional-investor-client-survey/