800 Manulife Place
10180 - 101 Street
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.
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.
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.