I believe that clients are best served when advisor and client goals are aligned, which is why I work primarily on fee based compensation. This means there is no commission charged per-transaction. This fee model is transparent and helps build trust and foster the deep relationship that I strive to have with all my clients.
Of course this fee includes the investment portfolio management - asset allocation, investment selection, monitoring, rebalancing - but in addition you receive access to our network of professionals and solutions for financial planning, estate planning, tax planning, business advice, insurance consulting, retirement savings, education savings, philanthropy, etc.
Above all, you are paying for excellent and caring service. My goal is to be the first person you call regarding anything in your financial life. By providing regular contact, limiting the number of families I work with, and delivering fully-inclusive service, you will see the value from the advice and stewardship you receive.
BMO Nesbitt Burns offers a comprehensive selection of fee based and managed investment programs. These programs are designed to meet the specialized needs of investors who want greater investment flexibility, diversification or that seek a professional portfolio manager to make investment decisions on their behalf – all for a transparent and competitive fee.
Our offer includes a number of managed investment programs that provide access to a comprehensive range of professionally managed portfolios based on your individual goals and risk tolerance. While you are not involved in the day-to-day investment decision making process, you can be assured that the portfolio managers selected are managing your investments according to your stated objectives, and are being actively monitored to make certain they continue to meet the needs of our clients. And, for those looking for a traditional relationship with their BMO Nesbitt Burns Investment Advisor, our fee-based offer includes non-discretionary programs that allow you to remain fully involved in all investment decisions regarding your portfolio. Either way, you’ll pay one annual fee that is fully transparent, providing you with the flexibility to invest as you see fit, without paying commissions on every transaction.
BMO Nesbitt Burns Architect Program®
Delivering the highest level of customization and diversification, the BMO Nesbitt Burns Architect Program combines professionally managed investment portfolios with complementary client-directed investment vehicles – all within a single solution and for a predictable, transparent fee. Through the expertise of a BMO Nesbitt Burns Investment Advisor, Architect provides access to world-class investment portfolios that align to your specific investment preferences and tolerance for risk. With Architect, you’ll also have rigorous oversight performed by BMO Nesbitt Burns’ highly experienced due diligence teams, to make certain your portfolio stays true to its stated objectives.
BMO Nesbitt Burns BluePrint Program®
The BMO Nesbitt Burns BluePrint Program is a professionally managed investment solution providing access to the Best of BMO investment thinking. Aligned to your specific investment goals, preferences and tolerance for risk, the BluePrint Program provides an elite range of portfolios that are managed entirely by BMO Global Asset Management and BMO Capital Market’s highly experienced teams of investment professionals, while being personally coordinated through the expertise of your BMO Nesbitt Burns Investment Advisor.
BMO Nesbitt Burns Quadrant Program®
The BMO Nesbitt Burns Quadrant Program (Quadrant) provides a professionally managed investment solution aligned to your financial goals and objectives. Through Quadrant, investors benefit from a diversified portfolio managed by SEI Investments, a world leader in portfolio construction and asset allocation. Respected for their disciplined and comprehensive approach to managing investments, SEI determines the ongoing optimal strategic asset allocations and then selects investment managers from around the globe to participate in the management of each Quadrant portfolio. The result is reduced risk and volatility, combined with the potential for enhanced returns.
BMO Nesbitt Burns Meridian Program®
Meridian is a fee-based non-discretionary program that allows you and your Investment Advisor to work together to build and manage your portfolio, without paying commissions on each trade. You’ll pay one annual fee that provides you with a generous trade allotment based on your investable assets, allowing you and your Investment Advisor to focus on realizing your objectives without concern about individual trading costs.
This program is suitable for investors who want maximum control of their investments with the flexibility to execute trades online or through their Investment Advisor. With Meridian you’ll receive the benefit of BMO Nesbitt Burns’ expertise, recommendations and guidance to make investment decisions based on advice, instead of the cost of implementation.