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Steven Hart
Muhammed Datoo
Wendy Fung
Wesley Livermore
James Kraft
Cherie Ahlberg

Address
1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3
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Managed Accounts

Architect Account
The BMO Nesbitt Burns Architect Account objective is to achieve your unique investment goals by establishing an individually designed segregated portfolio and maintaining it in the face of changing market conditions or personal circumstances. The Architect Account achieves this by accessing the expertise of leading investment managers from around the world. Until recently, the services of these managers have been beyond the reach of most individual investors. The Architect Account offers significant advantages over investing on your own. For example, you pay a single all-inclusive quarterly fee and for non-registered accounts, a portion may be tax-deductible.

Quadrant Account
The BMO Nesbitt Burns Quadrant Account brings a comprehensive approach to investment management - one that has proven to deliver dependable long-term results. Global in scope, but singular in focus, this innovative program offers systematic asset allocation, access to leading institutional investment managers, investment styles from around the world, individual portfolio development, daily monitoring and regular rebalancing and reporting - all at a predictable and very reasonable cost.

BluePrint Account
The BMO Nesbitt Burns BluePrint Account offers you the opportunity to participate in one or more of six model portfolios, each actively managed by our top-ranked BMO Nesbitt Burns Research team. With BluePrint, a low monthly or quarterly fee (which varies by type of portfolio and the value of assets invested) covers the counsel of an Investment Advisor, portfolio management services, custody, administrative and trading costs, and comprehensive Valuation and Performance Measurement Reports issued every three months.