Don Chung, MBA, CIM®
Paul Myring, B.A., C.F.P
Lester Shao, B.A. (Econ)
Claudia Oroianu-Wallin, CFP®, PFP, CIM, BBA
Christy Ngai, B. Comm.
Helen Ji, B. Comm
Jacqueline Shen, B.A.
885 West Georgia Street
595 Burrard St.
2601 Granville Street
1505 Lonsdale Ave.
North Vancouver, BC
913 Park Royal South
West Vancouver, BC
5640 Cowrie & Wharf
1001 Gibsons Way
38201 Cleveland Ave.
Are you looking for a better way to manage the complexity and overwhelming choices that now come with investing? Whether it's peace of mind or precious time that you're seeking, one of the managed asset programs here at BMO Nesbitt Burns is the solution!
Be freed from ongoing monitoring of the markets and day-to-day investment decisions. Be assured that your strategic investment objectives are being managed by our team of experts.
Our Architect, Advance, Blueprint, and Quadrant programs offer you professional money management, adherence to sound risk management principles, and stringent portfolio monitoring. With a managed asset program, you and our wealth advisors (Don and Paul) work together to develop your overall investment strategy. Then, the day-to-day implementation of the strategy is left to us, your expert portfolio managers.
Our wealth advisors take a comprehensive view of your life and your goals when choosing a managed program that's the best fit for you. After organizing your priorities and creating a comprehensive wealth plan, we will personalize a managed program to match your lifestyle. We are proud to offer the following innovative strategies from BMO Nesbitt Burns:
|The Architect Program
The Architect Program brings together the best of separately-managed accounts with the best of traditional investment accounts in one coordinated profile. This comprehensive solution delivers diversification for various investment amounts, strategic asset allocation, and enhanced tax management. It allows for a high level of control and sophistication, while still maintainign the simplicity of one complete package. The Architect Program allows for lower minimums and alternative products at lower investment amounts.
Learn more about the Architect Program.
The Advance Program
The Advance Program allows for a blend of attentive personal service and sophisticated financial expertise. Your wealth advisors here at the DCM Wealth Management will help you to create a personalized investment policy statement that is used to create your unique profile. One or more investment managers are then chosen to manage the day-to-day decisions. These investment managers are chosen to match your profile’s specific needs, but you will still receive ongoing advice and service from your wealth advisors. Objective third-party monitoring by Mercer along with comprehensive quarterly and year-end reporting will give allow you to be confident in your investment strategies.
Learn more about the Advance Program.
The Blueprint Program
The Blueprint Program offers innovative and unique investment strategies to fit your individually managed portfolio. The Blueprint portfolios are created by the research expertise of BMO Capital Markets’ award winning equity research team. Each portfolio combines the best of their market information with our knowledge of your financial needs. By creating a strong relationship, we are able to help you choose a portfolio that best suits your investment needs. To track your portfolio’s process, you will receive both an annual portfolio summary and a quarterly review. These will help you stay in control of your financial situation, while freeing up time from the day-to-day processes.
Learn more about the BluePrint Program.
The Quadrant Program
The Quadrant Program gives you access to both the experience and the expertise of wealth advisors here at DC Group, managers at SEI Investments, and investment managers around the world. With your DC Group wealth advisor, you will choose a Quadrant portfolio that best suits your needs from short-term to long-term, defensive to growth-oriented. Our relationship customizes the Quadrant Program to suit your investment needs and future goals. By working with SEI Investments, your portfolio will be well diversified, with major asset classes carefully incorporated. SEI will monitor your portfolio to ensure that risk and volatility is reduced.
Learn more about the Quadrant Program.
For more information, please contact either Don, Paul or Frank directly. Contact Don at firstname.lastname@example.org or at (604) 903-1098. Contact Paul at email@example.com or at (604) 903-1096. Contact Frank at firstname.lastname@example.org or at (604) 601-3747.