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Michael Lem
Brandon McDaniel
Andrew Sipes

Address
3985 Highway 7 East
Suite 301
Markham, ON
L3R 2A2
Map

Fee Based Program

Meridian Program
Advice, recommendations and assistance – along with the choice of online trading – for one competitive, all-inclusive annual fee.

The BMO Nesbitt Burns Meridian Program combines all of the benefits of an ongoing relationship with your Investment Advisor with the power of the Internet. You will receive immediate online access to a wealth of expertise and information, including near real-time details on your existing holdings, and investment opportunities identified by the top-ranked(1) BMO Nesbitt Burns Research Team.

You have the choice of executing your equity, mutual fund, and option trades using traditional methods or making the trades directly online.

Investment Advice is Always Available
Either way, your Investment Advisor is always available for assistance – from helping you to establish a personal investment strategy to providing you with recommendations and feedback on your own ideas.

You also have easy access to our technical support staff who can assist with online inquiries.

If you have any questions, please contact us at (905) 305-0109 or email Michael Lem