Products and Services

Strategies and Solutions

Managed Assets Programs


Managed Assets programs offer a better way to manage the complexity and overwhelming choice that comes with investing. They offer you professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a BMO Nesbitt Burns Managed Asset program, you and I work to develop your overall strategy and then leave the day-to-day implementation of the strategy to expert portfolio managers.


BMO Nesbitt Burns Achitect 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 Quadrant Program®


Based on the principles of protecting and enhancing wealth, the Quadrant Program® constructs a portfolio consisting of specialized mutual funds - each of which combines the talents of some of the world's leading investment managers. Research has proven that this approach provides the optimal combination of risk control and return enhancement. The Quadrant Program is available to investors with a minimum account size of $50,000.

BMO Nesbitt Burns BluePrint Program®


The BluePrint portfolios enable clients with at least $100,000 to access the recommendations made by BMO Nesbitt Burns' top-ranked* research team. BluePrint portfolios invest in a variety of mandates and asset classes including Canadian, U.S. and Global Equities, and high-quality Fixed Income instruments.
*Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.

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. The BMO Nesbitt Burns Meridian Program simplifies the process of getting to know you and your situation. 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.

For more information, please contact us.

*All insurance products and advice are offered through BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents, and, in Quebec, by financial security advisors.

**Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2007 Report.