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