Portfolio Manager, Investment Advisor
Toll Free: 1800-787-4014
311 George Street N
BMO Bank of Montreal
16 William Street South
BMO Nesbitt Burns Architect Program
The first full-featured unified managed account (UMA) in Canada. You benefit from a greater level of diversification and monitoring that provides an opportunity to enhance return potential while seeking to limit volatility. Within a single account, you have access to unparalleled investment alternatives including a wide range of leading institutional money managers, a selection of top ranked mutual funds and Exchange-Traded Funds (ETFs), in addition to value-added services such as automatic rebalancing and enhanced tax management which combine to provide a more robust approach to portfolio management.
Account Minimum - $150,000 Cdn or US
BMO Nesbitt Burns Advance Program
As a managed investment program, the Advance Program enables you to access the expertise of some of the world’s leading Investment Manager – managers who are generally beyond the reach of individual investors, offering their services only to pension funds or very large accounts. Portfolios are individually managed and are customized to meet your needs. All of the day-to-day decisions as to what to buy or when to sell are handled by your chosen Investment Manager. Both BMO Nesbitt Burns and your Investment Advisor will monitor your portfolio on an ongoing basis to help ensure that your expectations are met. A single quarterly fee covers all professional portfolio management services.
Account Minimum - $150,000 (Cdn Equity, Total Equity or Balanced), $250,000 (Cdn Fixed Income), $100,000 US (All US Accounts)
BMO Nesbitt Burns BluePrint Program
As a managed investment portfolio, the BluePrint Program allows you to benefit from the research expertise of our top-ranked institutional equity research analysts. All portfolios in the BluePrint Program are individually managed and are customized to meet your needs. Every quarter you receive a comprehensive personalized Quarterly Review. A single quarterly or monthly fee covers all professional portfolio management services and transactions costs.
Account Minimum - $100,000 (Cdn Equity, Total Equity, Fixed Income and Monthly Pay), $100,000 US (US Equity and Fixed Income), $2.5Million (Trustee Account)
BMO Nesbitt Burns Meridian Program
Meridian is a non-discretionary, fee-based brokerage program offering clients the benefits of advisor-based, full-service investing. This innovative program provides you with the benefits of an overall holistic approach to managing your entire wealth situation, the ability to hold almost any investment vehicle without paying additional costs or fees and regular portfolio monitoring and rebalancing. With a minimum investment of $100,000, clients pay an annual fee, instead of commissions on every transaction.
Account Minimum - $100,000 Cdn or US equivalent
BMO Nesbitt Burns Quadrant Program
Based on the principle of protecting and enhancing wealth, the Quadrant Program constructs a portfolio that consists of a range of specialized mutual funds - each of which combines the talents of some of the leading investment managers in the world. Research has proven that this approach provides the optimal combination of risk control and return enhancement.
Minimum Account - $50,000 Cdn