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Jim Struthers
Cindy Rae Tanguay
Maria Almo

Tel: 780-945-5282

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

Product Overview

Product Overview

Managed Assets Group

Managed Assets programs offer a better way to manage the complexity and overwhelming choice that comes with investing. They offer professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a BMO Nesbitt Burns Managed Assets program, we work to develop your overall strategy and then leave the day-to-day implementation of the strategy to expert portfolio managers.

Advance Program

In our most popular segregated managed assets program, our clients are able to access the world's best investment managers. In addition clients will receive comprehensive quarterly and annual reporting, specialized tax reporting packages (tax loss selling), and one all inclusive fee covering all of these services. For non-registered accounts a portion of this fee may be tax deductible, but clients should seek independent advice on all tax matters.

Architect Program

Introducing the next evolution of managed accounts - the BMO Nesbitt Burns Architect Program. The Architect Program is a new kind of managed account solution – a unified managed account (UMA) that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All brought together in one coordinated portfolio, with all the rigorous oversight and due diligence from our internal and external teams.

Guided Portfolios

The Guided Portfolio process is a simple process designed to provide a disciplined approach to managing your equity portfolio. By following the process’ guidelines, your portfolio will always be well diversified and structured to fit the current BMO Capital Markets economic outlook. Furthermore, you will always own a well diversified portfolio of well rated stocks with attractive fundamental prospects. The diversification enhances your portfolio’s ability to deliver attractive returns long-term while reducing risk at the same time.

Mutual Funds

Mutual Funds give investors the opportunity to invest in professionally managed, diversified portfolios of securities without having to invest large amounts of capital. However, selecting the right funds from the vast number currently available can be confusing. We identify those funds which best meet each client’s individual objectives.

Fixed Income

We believe that fixed income products offer an attractive way to achieve steady income, with little or no investment risk, and the potential for capital gains. Government and corporate bonds, T-bills, and other fixed income securities constitute a major component of many of our clients’ portfolios. The wide selection of investment products available through BMO Nesbitt Burns is sure to accommodate the investment needs of any investor.