A Sound Investing Partnership
For decades, Canadian investors have worked successfully with BMO Nesbitt Burns Investment Advisors to develop appropriate investment strategies. Whether you're looking for the growth potential of equities, the safety of fixed income, or the ease of diversification offered by mutual funds, we have the choice of investment products you need. We further enhance your investing options by offering fee-based and managed asset programs as well as more traditional, commission-based investing.
Many financial activities in life concern us all; adequate income for retirement, minimizing taxes, preservation and growth of capital. Our team will help you identify your financial objectives, while reflecting your unique requirements: income and security, tax considerations, your current portfolio, past investment experience, and your comfort with risk. In this increasingly complex marketplace there are many advantages to working with our team. The BMO Nesbitt Burns Meridian Program®
The BMO Nesbitt Burns Meridian Program ("Meridian") is a fee based, client-directed program that provides all the benefits of full service investing for one annual fee. Instead of paying commissions on each trade, the annual fee provides you with a trade allotment based on the value or your account, or Billing Group assets, and covers all associated program costs.
The BMO Nesbitt Burns Architect Program®
The BMO Nesbitt Burns Architect Program ("Architect") is a unified investment account where sophisticated investors can combine the benefits of separately managed accounts into one. Opening an account introduces you to a new level of diversification - one that reduces risk by offering a range of financial vehicles such as individual stocks, bonds, mutual funds, and Exchange Traded Funds (ETFs).
Explore other articles that help you understand your investment options:
Traditional Brokerage: The Stock Book, Income Trusts: An Introduction, Preferred Shares: An Introduction, Fixed Rest Preferred Shares
The Mutual Fund Book, Investing in Mutual Funds The Bond Book, Investing in Strip Bonds, Investing in T-Bills and the Money Market |