BMO Nesbitt Burns Architect Program
- The simplified way to build wealth
- The only program of its kind in Canada
- Exclusive to BMO Nesbitt Burns
Looking for a simpler way to manage your assets and build wealth?
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.
Affordable, accessible professional money management
a minimum investment of $150,000, the Architect Program provides you
with a managed assets solution previously available only to investors
with significantly larger amounts of investable assets.
A whole new level of diversification
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 the approach used by
institutional investors and pension plan manager. Through the Architect
Program, your BMO Nesbitt Burns Investment Advisor will additionally
diversify by investment managers, styles and vehicles to proactively
manage risk and optimize your long-term return potentional.
Integrated with our proven investment approach
through the Architect Program means having the benefits of your
Investment Advisor’s expert guidance and our proven processes.
The only investment program you may ever need
BMO Nesbitt Burns Architect Program is one of the most efficient and
effective investment solutions available today. It’s also the first
full-featured unified managed account in Canada, offering you:
• The best of mutual fund investing.
The best of separately managed accounts - institutional money managers,
tailored portfolios and direct ownership of underlying securities.
• The flexibility to invest in separately
managed accounts, mutual funds, exchange traded funds and alternative investments all in one account.
Active coordination of the underlying investment vehicles for
systematic portfolio rebalancing, intelligent cash management, and
effective tax management.