120 King Street West
|Developing a structured approach to your investment portfolio that includes a thorough examination of your risk profile and an appropriate asset allocation strategy can help alleviate the many concerns investors have when it comes to managing their investments. Through BMO Nesbitt Burns’ leading-edge investment services such as the Architect and Meridian programs, professional money managers implement your investment plan. Clients are kept fully informed about their accounts through comprehensive statements and online access to account information. All the information you need to give you the personalized service you deserve.|
The key to ensuring better and more timely investment decisions is understanding your circumstances, objectives, preferences, and risk tolerance before recommending personalized strategies or individual securities. The BMO Nesbitt Burns Meridian Program simplifies the process of getting to know you and your situation. With the Meridian Program, you receive the benefits of full-service advisory support from us along with the convenience and flexibility of Internet access for one all-inclusive fee based on assets under administration.
Introducing the next evolution in unified managed accounts - the BMO Nesbitt Burns Architect Program. The Architect Program is a new kind of investment solution – a unified investment account (UIA) that brings together the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities) with the best of traditional investment accounts (ability to hold and trade eligible securities). All within one coordinated portfolio, with all the rigorous oversight and due diligence from our internal and external teams.
We strive to provide our clients with access to the best investment processes, ideas and products that exist in the marketplace. We would like to introduce you to the benefits of professional money management available through the BMO Nesbitt Burns BluePrint® Program. The BluePrint portfolios enable clients with at least $100,000 to access the recommendations made by BMO Nesbitt Burns' top-ranked* research team. BluePrint portfolios invest in a variety of mandates and asset classes including Canadian, U.S. and Global Equities, and high-quality Fixed Income instruments.