Managed & Fee Based Programs

BMO Nesbitt Burns Manged Portfolio Account (MPA) Program®

The BMO Nesbitt Burns Managed Portfolio Account (“MPA”) Program® is a fee for advice program that establishes a direct relationship between a client and an accredited BMO Nesbitt Burns Portfolio Manager/Associate Portfolio Manager (“PM/APM”). Qualified Investment Advisors are registered as PMs/APMs and manage their clients’ portfolios on a discretionary basis in a manner that is consistent with each client’s investor profile as outlined in their Investment Policy Statement.

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.

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.