Our Services

Managed Accounts

BMO Nesbitt Burns Managed Accounts

Professionally managed accounts may be the best way to realize your goals if you have a sizeable portfolio. We will help you make informed decisions and together create a customized strategy designed to achieve your goals. You will retain ultimate control of your assets while day-to-day investment decisions are made professionally on your behalf. The BMO Nesbitt Burns Architect Program, Advance Program, Blueprint Program, and Quadrant Program are designed to meet the needs of discerning investors like you.


Socially Responsible Investing

Investing for the Future

In today’s world, a company’s impact on the environment and their social and governance practices have become significant factors to consider when making investment decisions.

The BMO Nesbitt Burns Architect Program® is the first program of its kind to offer Socially Responsible Investing (SRI) portfolios as a Separately Managed Account to the Canadian retail market.

The SRI investment managers selected for the Architect Program employ a fully integrated ESG (Environmental, Social and Governance) approach to their portfolio management and research process.

The following SRI products are available through the Architect Program:

  • Canadian Equity SRI Inhance Canadian Equity Fund managed by Vancouver based Inhance Investment Management Inc., a division of Vancity

  • Global Equity SRI managed by London, UK based F&C Management

  • Ethical Special Equity Fund managed by QV Investors Inc. Ethical Funds is a division of Northwest and Ethical Investments L.P.

With the Architect Program, you will receive the following unique benefits:

  • The flexibility to invest in separately managed accounts, mutual funds, exchange traded funds and alternative investments – all in one account

  • Automatic rebalancing

  • Enhanced diversification

  • Enhanced tax management

  • One account, one fee, one set of documents and one comprehensive statement

Investing in SRI portfolios offered through the Architect Program, you can be confident that your investments and your values are in harmony.

Click here to schedule a private consultation. 

® "BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under licence. "Nesbitt Burns” is a registered trademark of BMO Nesbitt Burns Corporation Limited. ® "Nesbitt Burns Architect Program” is a registered trade-mark of BMO Nesbitt Burns Corporation Limited, used under licence.Commissions, trailing commissions management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.