The flexibility and freedom to build your investment portfolio
The BMO Nesbitt Burns Architect Program (“Architect”) gives you the ability to combine professionally managed investment solutions, with the option to include client-directed investments – all within a single portfolio solution, and for a predictable, transparent fee. In conjunction with the expertise of your BMO Nesbitt Burns Investment Advisor, Architect enables you to build an investment portfolio that is tailor-made to your investor profile, preferences and risk tolerance; giving you the latitude you need to achieve your long-term objectives.
Flexibility and freedom
The Architect Program provides flexibility in building a dual currency portfolio - Canadian and U.S. dollar investments - that aligns to your personal goals, while considering what’s important to you as an investor, including the sustainability and ethical impact of your investments. You’ll have the ability to construct a portfolio that recognizes these priorities, and the opportunity to go beyond an “off the shelf” investment management solution. Architect includes both a Managed portion and a Client-directed portion, through one “investment account.” Within the Managed portion you can combine one or more professionally managed investment solutions. The Client-directed portion further enhances your flexibility by allowing you to add complementary individual investments, including stocks, bonds, mutual funds and exchange-traded funds (“ETFs”), either when you open your Architect portfolio, or as you continue to build your investment portfolio over time.
A truly collaborative approach to investing:
Together, you and your BMO Nesbitt Burns Investment Advisor will build a comprehensive picture of you as an investor – everything from your personal and financial situation, long-term goals, risk management profile, and any special circumstances and considerations. In addition, you can apply constraints to the investments you hold, based on any environmental, social and corporate governance (“ESG”) considerations you want to include in the management of your portfolio. Based on this due diligence, your Investment Advisor will confirm an appropriate asset allocation strategy for your overall Architect portfolio. Your Investment Advisor will review your personal goals and financial position on an ongoing and regular basis, and recommend any necessary changes to your Architect portfolio as your life situation progresses.