At BMO Nesbitt Burns, we offer a number of fee-based portfolio solutions for clients. Below is a brief overview of the options. If you would like further information, please call us to discuss how one of these could work for your investments.
Matt Kenny, Senior Portfolio Manager
JD Lees, Portfolio Manager
For some investors, maintaining a traditional investment account simply doesn’t suit their needs or lifestyle. These individuals prefer to enter into a relationship with a personal Portfolio Manager† to take them to the next level of investing. The BMO Nesbitt Burns Managed Portfolio Account® offers you a direct relationship with an accredited Portfolio Manager and gives you the peace of mind that comes from having a direct connection to the person making the investment decisions in your portfolio. Yet, by delegating the day-to-day decision-making, you have more time to pursue your other goals and interests. Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf. 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’s a win-win situation. You are directly in touch with the person managing your investments, yet are not required to oversee each decision. These are handled by your Portfolio Manager whom you’ve entrusted to manage your investments on a discretionary basis. Find out more about our managed portfolio services. - Matt and JD
The Quadrant Program follows a disciplined investment process using five levels of diversification to minimize risk and decrease volatility in your portfolio. Your assets are strategically allocated by asset class, investment style, market capitalization, investment manager and geographic location. Each Quadrant portfolio consists of specialized mutual funds from SEI Investments (SEI), one of the largest "manager of managers” in the world. An Investment Policy Statement provides the framework on which your portfolio is built and also clearly outlines your asset mix, risk tolerance and investment goals. Quadrant portfolios are monitored on an ongoing basis by BMO Nesbitt Burns to ensure they operate within their stated target asset allocation. An annual fee covers the features and benefits offered by the Quadrant Program and your Investment Advisor.
Meridian is a non-discretionary, fee-based brokerage program offering clients the benefits of advisor-based, full-service investing. This innovative program provides you with the benefits of an overall holistic approach to managing your entire wealth situation, the ability to hold almost any investment vehicle without paying additional costs or fees and regular portfolio monitoring and rebalancing. Clients pay an annual fee, instead of commissions on every transaction.
As a managed investment portfolio, the BluePrint Program allows you to benefit from the research expertise of our top-ranked institutional equity research analysts. All portfolios in the BluePrint Program are individually managed and are customized to meet your needs. Every quarter you receive a comprehensive personalized Quarterly Review. A single quarterly or monthly fee covers all professional portfolio management services and transactions costs.
Kenny Lees Wealth Management