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