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Angela Galer-Grist

Associate Portfolio Manager, Investment Advisor, CFP®

Tel: 905-681-6031
Toll Free: 1800-403-8147
Fax: 905-681-2953

Angela Galer-Grist
Jennifer Morabito
Frank LaPierre

429 Elizabeth Street
Burlington, ON
L7R 2L8

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Managed Portfolio Account (MPA)

The BMO Nesbitt Burns Managed Portfolio Account program is a managed account program where the Investment Advisor acts as the portfolio manager. Clients can entrust their specially registered Portfolio Manager or Associate Portfolio Manager to make investment decisions without the requirement to review and approve each transaction.

The benefits to you are a highly customized investment strategy and professional management without having to devote your time to day-to-day decision making.

  • Clients have a direct relationship with their money manager – an Investment Advisor specially registered to act as a Portfolio Manager.
  • Client’s Portfolio Manager constructs the portfolio and selects the securities in keeping with client’s Investment Policy Statement but does not need to contact the client before every transaction.
  • Client directly owns holdings in their account. Therefore, Portfolio Manager has added flexibility to select unique investments, recommend particular trading strategies and address issues such as increasing the overall tax efficiency of the client’s portfolio.
  • Portfolio Manager can quickly take advantage of changes in the market.