Toll Free: 1 800-567-2626
4881 Yonge Street
9th Floor, PO Box 37
6468 Yonge Street
North York, ON
The Blueprint Program®
The BluePrint Program® offers the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team.
The Meridian Program®
The Meridian Program® combines all the benefits of an ongoing non-discretionary relationship with your Investment Advisor with the power of the internet.
Through a customized process, these programs can provide you with the benefits of professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a Managed Asset Program, we work together to develop the strategic overall approach and then leave the day-to-day implementation of the strategy to expert portfolio managers.
Gateway is our online account information centre. It allows clients to view their holdings, check transactions, obtain customized charts, research, and much more.
Estate and Trust Services
Our experienced Trust Managers will work with you and other professionals on your team such as your lawyer or accountant, to review your situation, understand your goals and objectives, and develop a personalized estate plan. An estate plan can involve wills, powers of attorney, trusts and other solutions to enable you to transfer your wealth to your chosen beneficiaries in a tax-efficient manner.
All market data is delayed by at least 20 minutes unless otherwise noted. Quotes, historical data, charts and statistics are provided by SunGard PowerData. BMO Nesbitt Burns is not responsible for the information provided.
Contact me directly : Alex Kastanis (416) 224-2250
** Mutual fund prices are as per previous day's close. Unlike stock prices they are not updated throughout the day.