Traditional Investment Vehicles
Canadian Equities/U.S. Equities
For investors with a long-term outlook, equities have historically outperformed other classes of securities. Drawing on the expertise of BMO Nesbitt Burns top-ranked* Research Department, I will recommend a well-diversified portfolio of Canadian and/or U.S. equities to help meet each client's needs for capital growth.
Many investors have discovered that mutual funds offer a variety of advantages. Today, they are a core element in the savings and investment programs of many Canadian households.
Mutual funds can fit any investment strategy. By selecting from a variety of
funds, we can fine tune your portfolio for your specific investment strategy while retaining all of the benefits available from pooling resources with other investors.
Government and corporate bonds, T-bills and other fixed income securities constitute a major component of many clients' portfolios. The wide selection of issues available through BMO Nesbitt Burns is sure to include the right term and yield for any investor. I believe that fixed income vehicles offer an extremely attractive way to achieve steady income, moderate investment risk and potentially generate capital gains.
Managed & Fee Based Programs
BMO Nesbitt Burns Architect 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 Advance Program®
The BMO Nesbitt Burns Advance Program offers a highly individualized approach to establishing and maintaining an appropriate investment strategy and portfolio. The Advance program achieves this by calling on the personal services of your BMO Nesbitt Burns Investment Advisor and on the expertise of leading investment managers from around the world. Until recently, the services of these managers have been beyond the reach of most individual investors. Available to investors with a minimum account size of $150,000, the Advance Program will appeal to the investor concerned about flexibility, comprehensive reporting, and performance.
BMO Nesbitt Burns BluePrint Program®
Offers you the opportunity to invest in one or more of seven model portfolios actively managed through BMO Financial Group’s in-house investment managers. The BluePrint Program allows you to access the investment expertise of Jones Heward Investment Counsel (JHIC) and Harris Investment Management (HIM). JHIC offers four unique Fixed Income Portfolios and access to BMO Capital Markets’ top ranked* research through the Canadian Equity and Total Equity Portfolios. Alternatively, you’ll be able to access HIM quantitative research through the U.S. Equity Portfolio.
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. With the BMO Nesbitt Burns Meridian Program, the process of getting to know you and your preferences is now even easier. 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.
BMO Nesbitt Burns Quadrant Program®
Based on the principle of protecting and enhancing wealth, the Quadrant Program constructs a portfolio that consists of a range of specialized mutual funds - each of which combines the talents of some of the leading investment managers in the world. 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” is a registered trade-mark of Bank of Montreal, used under licence.