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Faisal Hassan
Brad Fox
Erik Olesen
Suzanne Probyn
Bailey Solomon

Tel: 416-590-7620
Fax: 416-590-7601
Toll Free: 1 800-567-2626

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Fee Based & Managed Programs

BMO Nesbitt Burns Meridian Program®

The BMO Nesbitt Burns Meridian Program is the latest evolution in the client advisor relationship – an advancement that maximizes your choices in achieving your financial goals.

With Meridian, your Investment Advisor remains your key resource. Together we will still establish an investment strategy and I will provide support, counsel, advice and trading execution. Meridian offers an asset-based all inclusive fee platform rather than traditional commission charges. With Meridian, the cost of transactions is no longer a factor in investment decisions. Together we can focus on achieving your financial objectives based solely on your needs and personal circumstances.


BMO Nesbitt Burns Architect Program®

The only investment program you may ever need.

The BMO Nesbitt Burns Architect Program is the first full-featured unified managed account in Canada and one of the most efficient and effective investment solutions available today.

With the Architect Program you don't need multiple accounts to achieve a diversified solution. Everything is consolidated into one account with one fee and one performance statement. But the benefits of the Architect Program go well beyond ease and simplicity.

The Architect Program takes you beyond the traditional approach to diversification — an appropriate mix of fixed income and equity investments — to one that is on par with institutional investors and pension plan managers. The Architect Program allows for further diversification by investment manager, style and vehicle to proactively manage risk and optimize your long-term return potential.

The Architect Program delivers enormous benefits through a single, simplified solution. One investment policy executed through one coordinated portfolio. One set of documents, one fee and one all-inclusive quarterly statement. It all adds up to one of the most efficient and effective investment solutions available.


BMO Nesbitt Burns BluePrint Program®

Offers you the opportunity to invest in one or more of seven model portfolios actively managed through BMO Financial Group’s in-house investment managers. The BluePrint Program allows you to access the investment expertise of Jones Heward Investment Counsel (JHIC) and Harris Investment Management (HIM). JHIC offers four unique Fixed Income Portfolios and access to BMO Capital Markets’ top ranked* research through the Canadian Equity and Total Equity Portfolios. Alternatively, you’ll be able to access HIM quantitative research through the U.S. Equity Portfolio.