Senior Investment Advisor, Financial Planner
BMO Nesbitt Burns
885 West Georgia Street
Fee Based Services
We offer full service investment management, including retirement and estate planning1, through BMO Nesbitt Burns Financial Services Inc.
Using BMO Nesbitt Burns Top Ranked Research2, We provide clients with a host of portfolio ideas that satisfy each client's individual needs.
Should the client prefer, we offer a fee-based approach using our proprietary products such as:
The Meridian Program
The BMO Nesbitt Burns Meridian Program ("Meridian") is a fee based, client-directed program that provides all the benefits of full service investing for one annual fee. Instead of paying commissions on each trade, the annual fee provides you with a trade allotment based on the value of your account, or Billing Group assets, and covers all associated program costs.
The Architect Program
The BMO Nesbitt Burns Architect Program (“Architect”) gives you the ability to combine professionally managed investment solutions, with the option to include client-directed investments – all within a single portfolio solution, and for a predictable, transparent fee. In conjunction with the expertise of your BMO Nesbitt Burns Investment Advisor, Architect enables you to build an investment portfolio that is tailor-made to your investor profile, preferences and risk tolerance; giving you the latitude you need to achieve your long-term objectives.