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Ron LeStage
Glenna Brown
Kim Gudmundson

Address
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5
Map

Other Locations

Westbank Office
101 - 3640 Gosset Road
Westbank, BC
V4T 2N4

Kelowna Office
1484 Water Street, 3rd Floor
Kelowna, BC
V1Y 1J5

Penticton Office
195 Main Street, Suite 201
Penticton, BC
V2A 6K1

Managed and Fee Based Accounts

Managed and Fee Based Accounts

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. 
 

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. 
Account Minimum - $100,000
 

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 the 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 rigerous oversight performed by BMO Nesbitt Burns' highly experienced due diligence teams, to make certain your portfolio stays true to its stated objectives. 
Account Minimum - $150,000
 


BMO Nesbitt Burns Quadrant Program

The BMO Nesbitt Burns Quadrant Program 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.   
Account Minimum - $50,000