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Karen Chalovich
Teresa Smith
Heather Gingell

Tel: 905-373-1507
Toll Free: 1 800-934-9992
Fax: 905-373-9331

Address
17 King Street E.
Cobourg, ON
K9A 1K6
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INVESTMENT MANAGEMENT PROGRAMS

Are you looking for a better way to manage the complexity and overwhelming choice that now comes with investing? Whether it's peace of mind or precious time that you're seeking, the Managed Asset Programs at BMO Nesbitt Burns could be the solution.

BMO Nesbitt Burns Meridian Program®™
The Meridian Program gives you all the benefits of full-service investing in person, over the telephone, or online. With BMO Nesbitt Burns Meridian Program™, you receive the benefit of our time-tested expertise, recommendations and guidance along with exceptional convenience and the flexibility of Internet access all for one all-inclusive fee based on assets under administration. Minimum suggested $200,000.

BMO Nesbitt Burns Architect Program®
The BMO Nesbitt Burns Architect Program provides the opportunity to enhance investment returns potential while attempting to limit volatility of returns. Architect offers fully customizable portfolios with the opportunity to hold managed and non-managed investment vehicles in a single account. It’s a single comprehensive program that lets you achieve a level of diversification and sophistication previously possible only through multiple investment accounts. Available to investors with a minimum account size of $50,000.

BMO Nesbitt Burns BluePrint Program®
The BMO Nesbitt Burns BluePrint Program offers seven individual portfolios, each based on the recommendations of the BMO Nesbitt Burns Research Team. These innovative investment solutions allow you to benefit from the portfolio management expertise of BMO Financial Group’s investment management companies. BluePrint is suitable for investors with $100,000 or more in assets.

BMO Nesbitt Burns Quadrant Program®
The BMO Nesbitt Burns Quadrant Program allows investors to make the most of a wide range of professional investment strategies with the goal of achieving dependable long-term returns. This mutual fund "wrap” program is suitable for investors with a minimum of $50,000 in assets.

BMO Nesbitt Burns Managed Portfolio Account®

The BMO Nesbitt Burns Managed Portfolio Account establishes a direct relationship between you and an accredited BMO Nesbitt Burns Portfolio Manager, who oversees your investment portfolio and makes informed investment decisions on your behalf. Using leading portfolio management software your Portfolio Manager manages your investment portfolio directly; executing all strategies on your behalf. With first-hand knowledge of you as an investor, your BMO Nesbitt Burns Portfolio Manager can act quickly to adjust your investment strategy when market conditions dictate or there are changes in your personal or financial situation. With MPA you have the peace of mind that comes from knowing your portfolio is in the hands of a dedicated professional you know and trust. Your investment strategy will be designed and managed according to your clearly documented needs and goals. However, unlike a traditional investment account, it is not necessary for you to review and approve every transaction. It is suitable for investors with assets of $200,000 or more.

GATEWAY®
BMO Nesbitt Burns Gateway® Smart investing requires access to the information you need, 24 hours a day. BMO Nesbitt Burns’ Gateway® online client information centre provides that access. Gateway opens the door to an abundance of online features, from account information to online investing tools. Gateway is available to BMO Nesbitt Burns clients, free of charge. All you need is Internet access and your Gateway password.