BMO Architect

A turn-key customized solution to help fulfill your investment objectives.


  • Advice on establishing goals and objectives

  • Advice on Investment Policy issues that help reach objectives within a risk controlled manner

  • Recommendations on establishing an asset mix strategy to meet goals

  • Build an investment strategy

  • Executing of portfolio transactions on client’s behalf to meet strategy and objectives

  • Ensure Investment Integrity with ongoing monitoring and review of portfolios and objectives

  • Reports on investment performance and compliance

Architect Program Overview: The most sophisticated investment program available in Canada


Architect is a unified investment account, that brings together the best of separately managed accounts with the best of traditional investment accounts.


  • Unique Investment Platform

  • Customized - totally integrated investment solution

  • Combines the benefits of discretionary and non-discretionary investments

  • Provides access to Separately Managed Accounts, F Class Funds, ETFs, Individual Securities

  • Multiple levels of due diligence

  • Combined in one simple, convenient account

To learn more about the BMO Architect Program, click here.