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Tyler Purves
Elaine Pelletier

Address
River Center
475 2nd Ave South, 3rd Floor
Saskatoon, SK
S7K 1P4
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Meridian Program

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.

 

All-inclusive fee-for-service

  • 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