At BMO Nesbitt Burns, we offer a number of managed portfolio and fee-based account solutions for clients. Access to world-class money managers, top-ranked research and a customized approach to investing are key reasons to consider a managed approach. Below is a brief overview of the options.
Meridian is a non-discretionary, fee-based brokerage program offering clients the benefits of advisor-based, full-service investing. This innovative program provides you with the benefits of an overall holistic approach to managing your entire wealth situation, the ability to hold almost any investment vehicle without paying additional costs or fees and regular portfolio monitoring and rebalancing. With a minimum investment of $100,000, clients pay an annual fee, instead of commissions on every transaction.
Account Minimum - $100,000 Cdn or US equivalent
As a managed investment portfolio, the BluePrint Program allows you to benefit from the research expertise of our top-ranked institutional equity research analysts. All portfolios in the BluePrint Program are individually managed and are customized to meet your needs. Every quarter you receive a comprehensive personalized Quarterly Review. A single quarterly or monthly fee covers all professional portfolio management services and transactions costs.
Account Minimum - $100,000 (Cdn Equity, Total Equity, Fixed Income and Monthly Pay), $100,000 US (US Equity and Fixed Income), $2.5Million (Trustee Account)