Our Investment Solutions

Our managed solutions are designed to give you confidence and peace of mind, allowing you to focus on what matters most while we take care of your investments. 

The benefits of a BMO Nesbitt Burns managed account include:
 

- Simplicity and Transparency: Consolidate all of your investments into a single account with a predictable management fee. You will receive one comprehensive statement with clear, detailed reporting helping you track your progress effortlessly. 

- Expert Oversight: A team of experienced professionals continuously monitors your portfolio, identifying opportunities, managing risk, and working toward your long-term goals.

- Freedom from Day-to-Day Decisions: We remove the pressure and responsibility of making daily investment choices, so you can focus on your priorities.

- Flexibility for Evolving Needs: Your investment program is designed to adapt as your life and goals change, ensuring your strategy remains relevant and effective. 

 

BMO Nesbitt Burns Architect Program®

We believe your investment strategy should be as unique as your goals. That’s why we offer the BMO Nesbitt Burns Architect Program—a sophisticated solution that combines professionally managed portfolios with the flexibility of client-directed investments, all within a single, streamlined platform and for a predictable, transparent fee.

Through our wealth management team, you gain access to world-class investment managers and diversified portfolios designed to reflect your personal preferences and risk tolerance. Every portfolio is monitored with rigorous oversight by BMO Private Wealth’s highly experienced Investment Manager Research team, ensuring your investments remain aligned with your objectives.

The Architect Program delivers:

- Customization and Diversification tailored to your goals
- Access to leading global investment managers
- Transparent, predictable pricing
- Ongoing oversight and accountability

This is more than an investment solution—it’s a disciplined, personalized approach to building and protecting your wealth.