Wealth Advisor, Portfolio Manager
BMO Nesbitt Burns
197 Dufferin Street
Managed Asset Approach
Managed & Fee Based Programs
BMO Nesbitt Burns Managed Portfolio Account Program®
- As Portfolio Managers, we deliver fully discretionary portfolio
management services through your BMO Nesbitt Burns Managed Portfolio
- You have the peace of mind that comes from having
a direct connection to the person making the investment decisions in your
- We will carefully assess your needs, design an investment
strategy based on time tested investment methodologies and world class investment
research, and create a portfolio designed to promote your best interests
every step of the way.
BMO Nesbitt Burns Architect Program®
greater level of diversification and monitoring that provides an
opportunity to enhance return potential while seeking to limit
- 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).
- Value-added services such as
automatic rebalancing and enhanced tax management which combine to
provide a more robust approach to portfolio management.
BMO Nesbitt Burns Meridian Program®
- With the Meridian Program, you receive the benefits of full-service
advisory support from us along with the convenience and flexibility of
Internet access for one all-inclusive fee based on assets under
BMO Nesbitt Burns BluePrint Program®
Opportunity to invest in one or more of seven model portfolios actively
managed through BMO Financial Group’s in-house investment managers.
- Access the investment expertise of Jones Heward Investment Counsel (JHIC) and Harris Investment Management (HIM).
- Four unique Fixed Income Portfolios and access to BMO Capital Markets’
top ranked* research through the Canadian Equity and Total Equity
- Alternatively, you’ll be able to access HIM quantitative research through the U.S. Equity Portfolio.