The first managed account of its kind in Canada - combines BMO Nesbitt Burns' exceptional services with those of leading independent Investment Managers - managers who are generally not available to individual investors. All portfolios are individually managed and are customized to meet your needs, and as such are designed taking into account any special circumstances and/or relevant tax issues that may apply to your situation. For more information, please visit Advance Program
Based on the principle of protecting and enhancing wealth, the Quadrant Program provides broad diversification by asset class and investment style to manage risk and provide the potential for superior returns. This diversification is achieved by investing in a wide range of asset classes that reflect the client's particular risk profile. Once the appropriate asset mix is established, a portfolio is constructed that consists of a range of specialized mutual funds - each of which combine the talents of some of the leading investment managers in the world. By using this multi-manager approach, investors gain the advantages of an aggregate portfolio.
For more information, please visit Quadrant Program
The BluePrint Program provides efficient and cost effective access to BMO Nesbitt Burns' top rated investment research**. Through the BluePrint Program you can access six portfolios that are fully managed. Rather than creating your own portfolio, you simply select from the six that are already established and are managed to meet specific investment objectives.
For more information, please visit Blueprint Program
The Advance, Quadrant and BluePrint Programs are also available for RRSP and other registered accounts. For more information please call me at 416-296-7189 or 1-800-769-5560 or email me at firstname.lastname@example.org
* Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc.
** Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2004 Report