Your Investment Portfolio Options

BMO Nesbitt Burns Managed Portfolio Account Program®

The BMO Nesbitt Burns Managed Portfolio Account establishes a direct relationship between you and an accredited Portfolio Manager with The Sutton Thiessen Stiver Wealth Group , who oversees your wealth and makes informed investment decisions on your behalf. With your portfolio in the hands of a dedicated professional you trust, you’ll have the peace of mind that comes from knowing that your Portfolio Manager is backed by the extensive knowledge and resources of BMO Financial Group.

Guided by your Investment Policy Statement – which clearly documents your specific needs, goals and tolerance for risk – we manage your portfolio in a manner that is consistent with your objectives and supported by your personalized wealth plan. 

 

Our Advice, Your Money

Working directly with our group, we construct a portfolio for you while still communicating on all Investment solutions. Perhaps the most traditional relationship model between clients and advisors is the “talk first, act second” approach to managing money. Before any transactions take place there is a formal conversation with you and a member of our team on what to buy, sell or hold. Transactions are only executed after the investment strategy is clarified and agreed to. This approach is designed for clients that have a keen interest in being involved in the process of monitoring the market and their portfolio on a consistent basis.