Tel: 416-359-6650

Address

BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Contact Us

How We Can Work Together

We work with our clients to determine whether a discretionary or non-discretionary account is the right approach - it all depends on what kind of involvement our clients would like to have with the investment decisions.

Discretionary portfolios are managed in a number of different ways:

  1. The "Managed Portfolio Account" or MPA where we structure portfolios and make all the investment decisions

  2. Managed asset programs such as "Architect" or "BluePrint" where we partner with world-class investment managers

For clients who like to be involved in all of the investment decisions we offer:

  1. "Meridian" fee-based accounts

Traditional commission-based accountsOur approach is different. Because our clients are different.


Our investment approach starts with structuring an appropriate asset allocation for each client using a combination of (1) cash and short-term securities (2) fixed income and (3) equities.  We take into account:

  1. Key investment objectives

  2. Risk tolerance

  3. ​Tax considerations as after-tax returns are what matter