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Contact Us

Paul Hartford
Bruce MacRae
Diane Lui
Bevis Bullock
Timothy Simpson

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Fee Based Programs

Managed Account Program – Discretionary Portfolio Management
Key Features:
  • Sophisticated wealth management made truly personal

  • A Managed Portfolio Account (MPA) is a managed account where the IA executes the day- to-day investment decisions in accordance with the client’s Investment Policy Statement (IPS)

  • Client’s Portfolio Manager constructs the portfolio and selects the securities in keeping with the client’s Investment Policy Statement but does not need to contact the client before executing transactions

  • Client directly owns holdings in the account. Therefore, the Portfolio Manager has the flexibility to select unique investments, recommend trading strategies, address issues such as tax efficiency and can quickly take advantage of changes in the market

  • Ability to have multiple accounts managed to a combined investment objective on one IPS

  • Multiple IPSs within a family may be combined for billing purposes
 
Meridian Program
Key Features:
  • Non-discretionary Fee-based Advisory Account

  • Offers the benefits of the Advisor based, full-service investing for one all-inclusive fee

  • Competitive fees, ability to link unlimited number of accounts for calculating fees

  • Fees may be tax-deductible for non-registered accounts
 
Architect Program
Key Features:
  • The Architect Program is the next evolution in unified managed accounts – the Unified Investment Account

  • The Program combines the best of separately managed account with the best of traditional investments accounts

  • One master account with managed and non-managed components (sleeves).

  • One overall fee

  • Tax aware – managed component of the account at year end to generate tax losses to offset

  • Consolidated client statement shows overall portfolio performance, as well as performance for each individual sleeve

  • Simplicity – once account, one fee, one set of documents, one statement

  • Customized investment solution

  • Better diversification – multiple investment products provide the ability to create strategically diversified client portfolios

  • Fees may be tax-deductible for non-registered portfolios
 
Blueprint Program
Key Features:
  • 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)

  • The 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 have to access HIM quantitative research through the U.S. Equity Portfolio