The Benefits of Managed Money
are taking increasing control of their financial futures, especially
when it comes to retirement planning. Gone are the days when employees
could rely entirely on corporations or government to provide for their
retirement income. And with today's longer life expectancies, it becomes
even more critical to plan for the future, simply because there's going
to be so much of it!
The reality of our longevity highlights
the importance of having a "healthy heart" at the centre of your
portfolio – something that will grow with you, providing for the long
years ahead. Many investors are now favouring a professionally managed
portfolio that will enhance their returns in a risk controlled manner.
the past, many investors were content to hold "low-risk" investments
such as GICs and Canada Savings Bonds. The returns, however, were not
always enough to keep pace with inflation and pay the taxes. As a
result, investors weren't gaining very much at all, which meant the
heart of their portfolio wasn't as healthy as it could be.
begin to take increasing charge of our own destinies, it behooves us to
consider the benefits of a professionally managed portfolio such as
those available to you through the BMO Nesbitt Burns Managed Asset
Programs®. That's because, along with a solid asset allocation of style
and diversification, it can provide a key component to the "healthy
heart" we'll all need in our investment portfolios to carry us into the
long and rewarding years ahead.
We firmly believe our clients’
interests are best served by a managed money approach to investing.
Managed money can outperform other investment strategies because it
offers expert advice from professional investors, who research
individual companies and deliver high-quality diversified portfolios,
while guarding clients from emotional investment decisions in times of
- Capitalizes on research undertaken by professional investors
- Represents a specific selection of securities that are thoroughly investigated and strategically diversified
our clients an opportunity to benefit from investment strategies
normally only available to large institutional investors, such as
- Guards clients from emotional decisions in times of market volatility
If you'd like more information on the BMO Nesbitt Burns Managed Asset Programs®, please select a link below.
The Architect Program offers a level of diversification and sophistication previously only
possible through multiple, separate investment vehicles and multiple
The Meridian Program combines all of the benefits of an ongoing relationship with your
Investment Advisor with BMO Nesbitt Burns' top rated research.
The Quadrant Program offers exceptional diversification with professional management in
order to manage risk and provide the potential for dependable long-term