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Michael Dorfman
Milica Vukovic
Gayatri Ramdeholl
Dustin Mann
Ivetta Krdyan

Address
1 First Canadian Place
38th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Products and Services Overview



Product Selection. Expertise. Customer Service.

As a full service investment firm, BMO Nesbitt Burns offers a wide variety of services and products to meet the diverse needs of the investor.

We use a detailed investment questionnaire to prepare a comprehensive financial plan which analyzes the following areas: retirement planning, net worth statement, estate planning*, education needs for your children, and if necessary, a Transition Planner for employed individuals changing careers. This detailed assessment allows us to gain insight on your financial circumstances and risk tolerance which drives our investment strategy that is then customized to your needs.

Our Managed Programs offer you professional money management, adherence to sound risk management principles and stringent portfolio monitoring. To learn more about each managed program, click on the attached links.

THE ADVANCE PROGRAM®
The Advance Program®is designed for investors with the desire to access some of the world’s top money managers, we are able to access the expertise of leading investment managers around the globe for our retail based clients.

THE ARCHITECT PROGRAM®
The Architect Program®is a new kind of managed account solution – a unified managed account (UMA) that brings together the best of mutual fund investing (broad and accessible diversification) with the best of separately managed accounts (institutional money management, customized portfolios, and direct ownership of the underlying securities). All brought together in one coordinated portfolio, with all the rigorous oversight and due diligence from our internal and external teams.

THE QUADRANT PROGRAM®
The Quadrant Program® is designed for clients who would like a portfolio approach to investing, including various asset classes, and many different money managers and investment styles.

THE BLUEPRINT PROGRAM®
The BluePrint Program® offers the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team.

THE MERIDIAN PROGRAM®
The Meridian Program® combines all the benefits of an ongoing non-discretionary relationship with your Investment Advisor with the power of the internet.

Through a customized process, these programs can provide you with the benefits of professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a Managed Asset Program, we work together to develop the strategic overall approach and then leave the day-to-day implementation of the strategy to expert portfolio managers.

THE MANAGED PORTFOLIO ACCOUNT PROGRAM®
The Managed Portfolio Account Program® is a managed account program where the Investment Advisor acts as the portfolio manager. This program offers clients a highly customized investment strategy and professional management without having to devote their time to day-to-day decision making.