BMO Nesbitt Burns Architect Program®

 

The flexibility and freedom to build your investment portfolio

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.

 

 

May also be referred to as an investment strategy.
May also be referred to as an manager or investment manager

 

Flexibility and freedom

 

The Architect Program provides flexibility in building a dual currency portfolio - Canadian and U.S. dollar investments - that aligns
to your personal goals, while considering what’s important to you as an investor, including the sustainability and ethical impact of
your investments. You’ll have the ability to construct a portfolio that recognizes these priorities, and the opportunity to go beyond
an “off the shelf” investment management solution.
 

Architect includes both a Managed portion and a Client-directed portion, through one “investment account.” Within the Managed
portion you can combine one or more professionally managed investment solutions. The Client-directed portion further enhances
your flexibility by allowing you to add complementary individual investments, including stocks, bonds, mutual funds and
exchange-traded funds (“ETFs”), either when you open your Architect portfolio, or as you continue to build your investment
portfolio over time.
 

A truly collaborative approach to investing