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Bernard Leblanc
Johanne Marien
Olivier Fugère-Nadeau

Address
1501, avenue McGill College
32e étage
Montréal, QC
H3A 3M8
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Managed Wealth

Architect Accounts

BMO Nesbitt Burns Architect Program

The BMO Nesbitt Burns Architect Program was the first unified management account (UMA) in Canada. It offers both the advantages of accounts managed separately and mutual fund investments, and there is nothing else like it in this sector. It is the most advanced investment management program in Canada. The Architect program relieves you from the responsibility of making current investment decisions and lets you sleep with peace of mind, knowing that your investments are managed by professionals in the best of your interests.

Features of the Architect Program

  • Customized investment solution


  • Better diversification – the minimum investment required per manager is lower and the many investment products mean you can strategically build a diversified portfolio


  • Constant adherence to the statement of investment policy– automatic re-balancing


  • Simplicity – one account statement, one performance statement and tax summary, presenting a very clear view of the global performance of your portfolio
Several model portfolios designed by the Portfolio Management Advisory Group of BMO Nesbitt Burns for the Architect program are suitable for individual pension plans (IPP):

50/50 and 65/35 Balanced Models

You prefer balance and are looking for a combination of income-producing investments and investments offering a potential for capital gains that can increase your capital sufficiently. You want to preserve the purchasing power of your assets. For this, you are willing to accept more variable short-term performance in exchange for better long-term return potential. You have moderate tolerance for risk and can accept losses during difficult market phases.

Growth models

Your objective is to preserve the purchasing power of your assets and generate a specific income. As a result, you are looking for a combination of income-generating investments and investments offering potential for capital gains. Your investment horizon is reasonably far-off. You are ready to make investments with above-average risk and can tolerate periods of negative overall return during difficult market phases. Where appropriate, you are willing to include fixed-income securities in your portfolio.

Explore the advantages of professional advice.

Many studies demonstrate the investors who receive professional advice have better long-term results.

To find out more about how we can help your future investments grow (or simply answer your investment questions), contact us today.

 

 

1*Both Associate Portfolio Managers and Portfolio Managers can offer the BMO Nesbitt Burns Managed Portfolio Account to clients. For simplicity, we have used the term "Portfolio Manager”. Bank of Montreal or its affiliates may act as a lender or provide other services to certain of the corporations mentioned herein and may receive remuneration for the same.