BluePrint Program offers innovative and unique investment solutions
which leverage the portfolio management expertise of BMO Financial
Group’s investment management companies: BMO Asset Management, Harris
Investment Management and Pyrford International Ltd.
individually managed portfolio, all the day-to-day decisions as to what
to buy and sell are made by professional money managers who have the
expertise and knowledge required to execute sound and objective
decisions on your behalf.
Expertise and Knowledge
BluePrint Program allows you to benefit from the research expertise of
BMO Capital Markets’ top-ranked equity research team1. For twenty-nine
years, the prestigious Brendan Wood Survey has ranked BMO Capital
Markets’ equity research first every year. This ranking reflects both
the calibre of individual analysts and the breadth of our research
The BluePrint Program is predicated on a close
working relationship with your Investment Advisor who will help you
determine which BluePrint portfolio best suits your investment
objectives and risk tolerance.
Customized approach to investing
portfolios in the BluePrint Program are individually managed and are
customized to meet your needs, and, as such, are designed to take into
account any special circumstances and/or relevant tax issues that apply
to your situation.
quarter you will receive a comprehensive personalized Quarterly Review,
which includes a detailed performance analysis, portfolio summary, and
insightful manager commentary. In addition, you will receive your BMO
Nesbitt Burns Statement of Account each month detailing your portfolio
At the end of the year, you will also receive an
Annual Portfolio Summary - providing a breakdown of deposits and
withdrawals, realized capital gains and losses, and a summary of
single quarterly or monthly fee covers all professional portfolio
management services, and transaction costs as well as security custody,
administration and reporting services. A portion of this fee may be
deductible for tax purposes but clients should seek independent advice
on all tax matters.
With this all-inclusive fee, you continue to benefit from the high level of service provided by your Investment Advisor.