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Tina Maltese
Nicola Miller

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1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
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Managed and Fee Based Accounts

BMO Nesbitt Burns Managed Programs

BMO Nesbitt Burns Architect Program

The first full-featured unified managed account (UMA) in Canada. You benefit from a greater level of diversification and monitoring that provides an opportunity to enhance return potential while seeking to limit volatility. Within a single account, you have access to unparalleled investment alternatives including a wide range of leading money managers, a selection of top ranked mutual funds and Exchange-Traded Funds (ETFs), in addition to value-added services such as automatic rebalancing and enhanced tax management which combine to provide a more robust approach to portfolio management. You also receive the comfort of multiple layers of monitoring – BMO Nesbitt Burns Portfolio Management Advisory Group, external investment consultants, and your Investment Advisor. For a minimum investment of $150,000 the Architect Program delivers enormous benefits through a single, simplified solution

BMO Nesbitt Burns BluePrint Program

Offers you the opportunity to invest in one or more of seven model portfolios actively managed through BMO Financial Group’s in-house investment managers. The BluePrint Program allows you to access the investment expertise of Jones Heward Investment Counsel (JHIC) and Harris Investment Management (HIM). JHIC offers four unique Fixed Income Portfolios and access to BMO Capital Markets’ top ranked* research through the Canadian Equity and Total Equity Portfolios. Alternatively, you’ll be able to access HIM quantitative research through the U.S. Equity Portfolio.