Skip Navigation

Contact Us

Jim Struthers
Cindy Rae Tanguay
Maria Almo

Tel: 780-945-5282

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
Map

BMO Nesbitt Burns Architect Program







Welcome to one of the most efficient and effective investment solutions available today. The BMO Nesbitt Burns Architect Programâ„¢ is the first full-featured unified managed account in Canada, offering you:
  • The best of mutual fund investing.

  • The best of separately managed accounts.

  • 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.

  • One account, one fee, one set of documents and one comprehensive statement.

Proven Investment Approach
Get the combined benefits of your Investment Advisor's expert guidance and our proven processes.
  • Develop a personal plan for success based on your Investment Policy Statement.

  • Lay the foundation of your asset mix strategy.

  • Construct your optimal portfolio: a custom portfolio of specialist managers and other investment vehicles.

  • Get the benefits of active monitoring and maintenance: a team of professionals working for you. The daily attention your portfolio receives from the overlay portfolio manager puts the Architect Program in a class of its own.

Leading the way
  • The first of its kind in Canada, the industry-leading Architect Program is the next evolution in managed assets programs: a unified managed account.