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How We Do It

We meet with new clients to get to know their current situation, their goals and their risk tolerance. Depending on the situation, we may suggest a retirement or estate plan with them to help determine a target asset mix (percentage of stocks, bonds and cash). We may also identify other areas that require follow up by our team or by one of our partners within BMO Nesbitt Burns or BMO Bank of Montreal. Once we understand what our clients want to achieve, we can recommend appropriate investments.

For clients who want to be free of the burden of day-to-day monitoring and decision making, we offer the Managed Portfolio Account program. This popular fee-based account is customized to our client's particular circumstances, and is fully managed on a discretionary basis by Bill, Doug, Terri and Richard. We adhere to an agreed upon investment policy statement which is developed in collaboration with our client. Clients are provided with comprehensive quarterly reports for all accounts in addition to your regular monthly statements.

For clients who wish to be more involved in the individual investment selection, we offer the Meridian program. This all-inclusive fee-based program offers clients our planning services and our advice on security selection.

Through BMO Nesbitt Burns' Blueprint, Architect and Advance programs, our clients have access to some of the world's leading investment managers. We may suggest an allocation of funds to one or more of these managers.

For more information on our managed account programs click here.