Investment Solutions
Our managed solutions ensure your investments are professionally managed, giving you the freedom to concentrate on the more important things in your life.
The benefits of a BMO Nesbitt Burns managed account include:
• The simplicity of having all of your investments held within a single account with a predictable management fee. You’ll receive a single account statement with comprehensive reporting to help you track your progress.
• The peace of mind that comes from knowing that a team of experts are continuously working on your behalf to take advantage of investment opportunities, minimize potential risks and achieve your long-term goals and objectives.
• The freedom from the pressure and responsibility of making day-to-day investment decisions.
• The flexibility to invest in a program that can continually evolve to meet your current needs and future goals.
BMO Nesbitt Burns Architect Program®
Delivering the highest level of customization and diversification, the BMO Nesbitt Burns Architect Program combines professionally managed investment portfolios with complementary client-directed investment vehicles – all within a single solution and for a predictable, transparent fee. Guided by our expertise, Architect provides access to world-class investment portfolios that align to your specific investment preferences and tolerance for risk. With Architect, you’ll also have rigorous oversight performed by BMO Nesbitt Burns’ highly experienced due diligence teams, to make certain your portfolio stays true to its stated objectives.