Solutions and Strategies
►Fee-based Solutions are designed for clients who have a need to actively participate in the decisions involving their investments. We customize an investment portfolio to help you achieve your goals; accessing a wide range of investment options to suit all investor types.
►Managed Assets Programs are recommended for clients who want to delegate the day-to-day investment decision making and ongoing monitoring of the markets to professional investment and portfolio managers – both within BMO and through world-class third-party firms.
►Alternative Strategies will be leveraged in order to mitigate risks such as rising interest rates or global volatility, and to provide portfolio diversification given their low correlation to traditional asset classes.