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Stuart Wilson, CIM®, PFP®

Wealth Advisor/Associate Portfolio Manager

Tel: 416-590-7617
Tel: 416-590-7650
Fax: 416-590-7601
Toll Free: 1800-567-2626

Stuart Wilson, CIM®, PFP®
John Ghandomi

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
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Managed Asset Programs

Products and services

Our Managed Programs offer you professional money management, adherence to sound risk management principles and stringent portfolio monitoring. To learn more about each managed program, click on the attached links.

The Advance Program®
The Advance Program®
is designed for investors with the desire to access some of the world’s top money managers, we are able to access the expertise of leading investment managers around the globe for our retail based clients.

The Quadrant Program®
The Quadrant Program® is designed for clients who would like a portfolio approach to investing, including various asset classes, and many different money managers and investment styles.

The Blueprint Program®
The BluePrint Program®
offers the opportunity to participate in one or more of seven model portfolios, each actively managed based on the recommendations of the top-ranked BMO Nesbitt Burns Research team.

The Meridian Program®
The Meridian Program® combines all the benefits of an ongoing non-discretionary relationship with your Investment Advisor with the power of the internet.

The Architect Program®
The Architect Program® is the next evolution in managed assets program - a unified managed account.


Through a customized process, these programs can provide you with the benefits of professional money management, adherence to sound risk management principles and stringent portfolio monitoring. With a Managed Asset Program, we work together to develop the strategic overall approach and then leave the day-to-day implementation of the strategy to expert portfolio managers.