Trust | Professionalism | Capability

Tetreault Group

Not just any portfolio manager.
Your portfolio manager.

Traditional investment accounts are not best suited to the needs and lifestyles of certain people. These investors prefer to build a relationship with a personal portfolio manager who takes their investments to the next level. The BMO Nesbitt Burns Managed Portfolio Account gives you a full and direct access to a licensed Portfolio Manager and provides you with the peace of mind that comes with having a one-on-on relationship with the person making the investment decisions that impact your portfolio. By delegating day-to-day decision-making, you have more time to focus on your other goals and interests. With discretionary management, you authorize a Portfolio Manager to make investment decisions for you. Your investment strategy will be designed and managed according to your clearly documented needs and objectives. However, unlike a traditional investment account, you don’t have to review and approve every transaction. It’s a win-win situation for you. You have direct contact with the person managing your investments, without having to oversee every decision. These decisions are made by your Portfolio Manager, who has been given discretionary authority to manage your investments.

Your portfolio is tailored to you
The Tetreault team will carefully assess your needs, develop an investment strategy based on proven methods and world-class research, and build a portfolio that puts your interests first, every step of the way.

The benefits of discretionary management
If you have significant assets to invest, the BMO Nesbitt Burns Managed Portfolio Account can offer unique benefits. You’ll have the assurance that a professional and experienced Portfolio Manager will look after your financial interests by leveraging the full resources and capabilities of BMO Financial Group, while allowing you to spend more time on other interests.