BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
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:
The "Managed Portfolio Account" or MPA where we structure portfolios and make all the investment decisions
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:
"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:
Key investment objectives
Tax considerations as after-tax returns are what matter