Strengthening your relationship with your Wealth Advisor
The Meridian Program is a highly customizable investment solution that maximizes flexibility and choice for the client. The Meridian Program allows for different investment styles to be used in concert with each other.
- Receive the benefit of our time-tested expertise, recommendations and guidance without having to worry about commission charges.
- A customized Wealth Management solution and Service Plan are included in our offering to clients.
- Complete transparency and upfront knowledge of the costs of working with us.
- Increased convenience and efficiency of having all investments in one place
- Improved tax-efficiency as fees from non-registered accounts are potentially tax deductible
Eliminating conflict of interest
- Investment decisions are based on advice, rather than on the cost of implementation.
- Confidence from knowing your trusted Wealth Advisory team is overseeing all of your assets.
Access to your investments
- Unlimited access to BMO Nesbitt Burns Gateway®, our leading-edge online client information centre
- Access your account information, including monthly paperless statements
- Check prices for securities held in your account
- Access a wealth of research resources
Access to research resources
- Access real-time quotes on listed securities, proprietary mutual fund research, and third party U.S. and Global research