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Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Portfolio Management

 

Not Just Any Portfolio Manager. Your Portfolio Manager.

Entering into a relationship with a personal Portfolio Manager takes you to the next level of investing. You have the peace of mind that comes from having a direct connection to the person making the investment decisions in your portfolio. And, you have more time to pursue your other goals and interests. It’s a win-win situation. You are directly in touch with the person managing your investments, yet are not required to oversee each decision. These are handled by your Portfolio Manager whom you’ve entrusted to manage your investments on a discretionary basis.

That’s the unique promise of the BMO Nesbitt Burns Managed Portfolio Account®.

 

Benefit from Professional Discretion

Discretionary portfolio management means giving a professional Portfolio Manager the authority to make investment decisions on your behalf. Your investment strategy will be designed and managed according to your clearly-documented needs and goals. However, unlike a traditional investment account, it is not necessary for you to review and approve every single transaction.

The BMO Nesbitt Burns Managed Portfolio Account delivers fully discretionary portfolio management services through registered Portfolio Managers.* These advisors are in possession of among the highest credentials available to investment professionals. They have attained specialized certification, accumulated years of experience advising clients, and demonstrated the utmost in care and integrity with substantial assets under administration.

The BMO Nesbitt Burns Managed Portfolio Account is often a good fit for:

• Busy professionals, executives and business owners
• Retirees who travel often or have busy lifestyles
• Recipients of inheritances or other significant lump sums
• Individuals responsible for sizable family trusts
• Trustees of charities, foundations and endowments

If you have considerable assets to invest, the BMO Nesbitt Burns Managed Portfolio Account offers unique rewards. You can feel confident that your financial interests are being managed by a professional Portfolio Manager backed by the knowledge and resources of BMO Financial Group.

 

Have the Best of All Worlds.

The BMO Nesbitt Burns Managed Portfolio Account is unlike other investment services. In addition to the boutique-style attention of having your own Portfolio Manager, you also have access to the vast resources of BMO Nesbitt Burns and BMO Financial Group. Your Portfolio Manager is your link to teams of complementary wealth management experts in areas such as insurance, private banking, estate planning, business succession planning, and more.