Tel:
204-571-9001
Address
BMO Nesbitt Burns
2412-C Victoria Ave
Brandon, MB
R7B 0M5
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Managed and Fee Based Programs
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
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. You also receive
the comfort of multiple layers of monitoring – BMO Nesbitt Burns
Portfolio Management Advisory Group, external investment consultants,
and your Investment Advisor. For a minimum investment of $150,000 the
Architect Program delivers enormous benefits through a single,
simplified solution.
BMO Nesbitt Burns BluePrint Program
Offers
you the opportunity to invest in one or more of seven model portfolios
actively managed through BMO Financial Group’s in-house investment
managers. The BluePrint Program allows you to access the investment
expertise of Jones Heward Investment Counsel (JHIC) and Harris
Investment Management (HIM). JHIC offers four unique Fixed Income
Portfolios and access to BMO Capital Markets’ top ranked* research
through the Canadian Equity and Total Equity Portfolios. Alternatively,
you’ll be able to access HIM quantitative research through the U.S.
Equity Portfolio.
BMO Nesbitt Burns Meridian Program
The
key to ensuring better and more timely investment decisions is
understanding your circumstances, objectives, preferences, and risk
tolerance before recommending personalized strategies or individual
securities. With the BMO Nesbitt Burns Meridian Program, the process of
getting to know you and your preferences is now even easier. With the
Meridian Program, you receive the benefits of full-service advisory
support from me along with the convenience and flexibility of Internet
access for one all-inclusive fee based on assets under administration