Our team offers an extensive range of products and services to to fit the specific needs of our clients. Here are just a few programs we work with.
Managed Portfolio Account
Acting as the portfolio manager, we will carefully assess your needs, design an investment strategy based on time-tested investment methodologies and world-class investment research, and create a portfolio designed and managed to promote your best interests. We are able to select unique investments, recommend particular trading strategies, and address issues such as increasing the overall tax efficiency of your portfolio. In constructing your portfolio, we can draw on the deep resources of BMO Nesbitt Burns and BMO Capital Markets.
The BMO Nesbitt Burns Architect Program is Canada’s first full featured unified managed account and it is the most sophisticated managed investment program available in Canada. Some benefits of the Architect Program include:
- Customizable depending on your needs and interests
- Multiple investment products that provide the ability to create strategically diversified portfolios
- Automatic rebalancing and tax management
- Simplicity – one statement, one performance report, and one tax summary report that give you a clear picture of your overall performance
The BMO Nesbitt Burns Meridian Program offers a truly collaborative approach to investing and allowing you to maintain control of your investments. You will participate in the investment decisions, deciding how much and how directly you want to be involved in building your financial future.
For more information about our products and services, please contact us