Blueprint Program

The BMO Nesbitt Burns BluePrint Program offers you the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team. Plus, as a fee-based account, there are no trading commissions.

With BluePrint, a low monthly or quarterly fee (which varies by type of portfolio and the value of assets invested) covers:

The counsel of an Investment Advisor.
Portfolio management services.
Custody, administrative and trading costs.
Comprehensive Valuation and Performance Measurement Reports issued every three months.

We will help you determine which model portfolio or combination of portfolios will best meet your objectives. You may select from:

The Canadian Equity Portfolio, holding 40 to 50 companies with great growth potential chosen from the S&P/TSX Index by our analysts.

The U.S. Equity Portfolio, investing in 45 to 50 companies picked as superior investments from the Standard and Poors 500 Index.

The Canadian Fixed Income Portfolio, actively trading in bonds to generate total return rather than just income, while maintaining safety of capital.

The Monthly Pay Portfolio, providing predictable income from an actively-managed bond portfolio — with a high degree of safety.

The U.S. Fixed Income Portfolio, investing in U.S. dollar denominated fixed-income securities, to provide currency diversification and superior potential growth and income.

The Trustee Account Portfolio, an actively-managed conservative bond portfolio governed by the provincial Trustee Acts and some Municipal Acts.

The Total Equity Portfolio, investing in 40-50 companies throughout Canada, the United States, Europe and Asia.