Our team is qualified to perform discretionary investment management, which means that you can entrust us to make your investment decisions following the parameters we set together in your Investment Policy Statement (IPS) (see details below) and our fiduciary duty to act in your best interests. This fee-based, sophisticated investment style provides access to world-renowned, institutional investment managers through our Architect platform as well as our own curated portfolios on our Managed Portfolio Account (MPA) platform. It frees you from the stress of investment decision-making and lets you focus on what you do best, while we are empowered to act quickly when opportunities or risks arise.
We strongly recommend our discretionary platform but will accommodate transactional, commission-based account models if that is your preference.
Our two recommended discretionary account platforms are the BMO Managed Portfolio Account (MPA) Program and the BMO Nesbitt Burns Architect Program.
This discretionary, separately managed account establishes a direct relationship between you and our team as your Portfolio Managers.
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Brings you access to world-renowned, institutional-calibre investment managers, enhanced diversification and active portfolio oversight.
Some of our clients have worked with us for decades and like to “have their hands in the clay,” being involved in investment decisions.