A Managed Portfolio

For some, maintaining a traditional investment account simply doesn’t suit their needs or lifestyle. These individuals prefer to enter into a relationship with a personal Portfolio Manager to take them to the next level of investing. The BMO Nesbitt Burns Managed Portfolio Account® offers you a direct relationship with an accredited Portfolio Manager and gives you the peace of mind that comes from having a direct connection to the person making the investment decisions in your portfolio. Yet, by delegating the day to day decision making, you have more time to pursue your other goals and interests.

What is Discretionary Portfolio Management?
Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf. Your investment strategy will be designed and managed according to your clearly documented needs and goals. However, unlike a traditional investment account, it is not necessary for you to review and approve every transaction.

You are directly in touch with the person managing your investments, yet are not required to oversee each decision. These are handled by your Portfolio Manager whom you’ve entrusted to manage your investments on a discretionary basis.

If the BMO Nesbitt Burns Managed Portfolio Account® appeals to you, please contact Sean Trueland or Pamela Turnbull to find out how this premium service can help you achieve your financial goals.