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Al Verma
Domenic A. Mazzone

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
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Not just any Portfolio Manager. Your Portfolio Manager.

Discretionary Management


Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf.  Your investment strategy will be designed and managed according to your clearly-documented needs and goals.  However, unlike a traditional investment account, it is not necessary for you to review and approve every single transaction.
 
Entering into a relationship with a personal Portfolio Manager takes you to the next level of investing
 
To be able to provide discretional investment management serves advisors must meet strict educational and experience requirements, demonstrating the utmost in care and integrity with substantial assets under administration, and are in possession of among the highest credentials available to investment professionals.  This elevated level of licensing provides our team with the unique ability to pass on several benefits to our clients, while adhering to a very strict code of conduct.
 

Benefits of Discretionary Management


With discretionary accounts, investors delegate day-to-day investment decisions to their portfolio manager.  This differs from non-discretionary accounts where clients must make final trading decisions.  
 
You as a client also have greater peace of mind knowing that discretionary accounts are subject to greater governance and oversight by the investment industry, while allowing the portfolio manager to maximize the level of responsiveness to changing markets.  
 
Allowing you to have more time to pursue your other goals and interests
 
In today’s fast-paced financial world delegation provides a fundamental advantage, because we can act on available information quickly and efficiently.  Our investment approach allows us to efficiently position securities across our entire client base. The associated ‘bulk’ trading allows ‘fairness’ amongst all clients, allowing everyone to enter or exit a position at the same time and at the same price.
 

Discretionary Management is often a good fit for:

  • Busy professionals, executives and business owners
  • Retirees who travel often or have busy lifestyles
  • Recipients of inheritances or other significant lump sums
  • Individuals responsible for sizable family trusts
  • Trustees of charities, foundations and endowments
  • Investors that have a minimum of $500,000 to invest

Trust in a Proven Process


The BMO Nesbitt Burns Managed Portfolio Account is not a one size fits all solution – your portfolio is designed and managed for your specific needs.  Your Portfolio Manager has added flexibility to select unique investments, recommend particular trading strategies, and address issues such as increasing the overall tax efficiency of your portfolio.
 
Your BMO Nesbitt Burns Managed Portfolio Account will be highly personalized for your specific needs, yet your Portfolio Manager will follow a proven process to construct and manage your portfolio. This approach helps ensure that you can delegate the management of your investments with total confidence.
 
Your Portfolio Manager will carefully assess your needs, design an investment strategy based on time-tested investment methodologies and world-class investment research, and demonstrate a total commitment to acting in your best interests every step of the way.

Sophisticated Wealth Management made truly personal

It may be time to consider the benefits of the BMO Nesbitt Burns Managed Portfolio Account.  Discretionary portfolio management is a decision that can give you more freedom and peace of mind.  By delegating the management of your investments to a personal Portfolio Manager, you can reap the rewards of a highly customized investment strategy and professional management without having to devote your time to daily decision making.  We invite you to discover how the BMO Nesbitt Burns Managed Portfolio Account can make sophisticated wealth management a truly personal experience, feel free to contact us, we’re here to help.