Our Services

Build more with Mah™

Our services are designed to help you Build More with Mah™ at every stage of life. Whether you’re building your career, raising a family, growing a business, planning for retirement or already enjoying it, we start in the same place: with you.

We take the time to listen and understand what matters to you, where you want to go and what you want your wealth to accomplish. From there, we build a thoughtful financial plan and bring together the strategies, services and expertise that make sense for your life.

We also believe good advice shouldn’t feel unnecessarily complicated. Our role is to make the complex easier to understand, help you make informed decisions with confidence, and be there as your life and priorities evolve.

That’s what Build More with Mah™ means to us.

Investment Management

Your investment strategy should reflect your life, not the other way around.

We take the time to understand your goals, priorities, time horizon and comfort with risk, then build an investment strategy around you. Our approach is thoughtful and disciplined, with an emphasis on diversification, risk management and making sure you understand what you own and why you own it.

Depending on your needs, we can also draw on investment specialists and professional money managers from across BMO.

BMO Nesbitt Burns Architect Program

Architect gives us the flexibility to build a highly customized portfolio around your goals, preferences and risk tolerance.

Within one investment solution, we can combine professionally managed investments with client-directed holdings, including stocks, bonds, mutual funds and ETFs. Portfolios can also incorporate Canadian and U.S. dollar investments. Architect includes ongoing portfolio oversight, rebalancing, reporting and an all-inclusive fee.

The goal is simple: bring different investment strategies together into one coordinated portfolio that makes sense for you.

BMO Nesbitt Burns Meridian Program

Meridian is designed for clients who want professional advice while still maintaining control over their individual investment decisions.

We work with you to understand your goals and risk tolerance, provide advice and recommendations, and help you make informed investment decisions. You ultimately decide what investments are bought or sold.

Meridian is a fee-based, client-directed program that provides full-service investment advice for an annual fee rather than commissions on each trade.

Trust & Estate Services

Estate planning is ultimately about making sure the people and causes you care about are looked after, and that your wishes can be carried out as smoothly as possible.

Through BMO Trust Company, clients can access professional estate and trust services, including acting as Executor, Agent for Executor or Trustee, depending on their needs.

This can be particularly helpful when an estate or trust is complex, or when you simply want experienced professionals to help carry the administrative responsibility.

Complete Wealth Planning

Your investments are only one part of your financial life.

We start by understanding the bigger picture: your family, your goals, your business, your retirement and the legacy you want to leave. From there, we can bring in specialists from across BMO Private Wealth when their expertise is needed, helping to keep the different pieces of your financial life working together.

Depending on your needs, planning may include:

  • Insurance & Risk Management
  • Tax Planning
  • Estate Planning
  • Trust Management
  • Business Succession & Family Governance
  • Retirement Planning
  • Philanthropic Giving