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Building and managing an investment portfolio requires careful planning, ongoing attention and sound financial expertise – combined with an intimate understanding of your goals, risk tolerance and time horizon.



HOW WE HELP

 


 

Combining top investment expertise, research and products, we can help you grow and manage your investment portfolio according to your unique goals and needs.

 

Your Investment Advisor will work with you to create a plan that helps you achieve all of your investment objectives, by drawing on the full range of investment products and solutions available through BMO Nesbitt Burns.

 

 

 


 

 

OUR PRODUCTS

 


 

We offer an extensive range of investment solutions designed to grow and preserve your wealth according to your risk tolerance, time horizon and financial objectives.

EQUITIES

 

If you’re looking to build wealth, equities should play a major role in your investment portfolio. Your BMO Nesbitt Burns Investment Advisor will help you find equity investments that are right for you, and position your portfolio to help you reach your goals.

 

If you’re looking to build wealth, equities should play a major role in your investment portfolio. Your BMO Nesbitt Burns Investment Advisor will help you find equity investments that are right for you, and position your portfolio to help you reach your goals.

 

With access to market-leading research from BMO Capital Markets’ top-ranked team of equity analysts, you can be confident that equity recommendations are informed by high-quality research and analysis.

FIXED INCOME

 

When you’re seeking regular income or want to add stability to your portfolio, we offer access to a wide range of fixed income investments.

 

When you’re seeking regular income or to want to add stability to your portfolio, we offer access to a wide range of fixed income investments.

 

Whether you’re looking to invest for the short-term in money markets or are interested in longer-term bonds, our wide range of fixed income products and competitive pricing will meet your needs.

 

Guaranteed Investment Certificates (GICs)

Your original investment is guaranteed, and you’ll receive a specified rate of return for the term you choose – terms typically range from one to five years. In many cases, your money will be locked in until maturity, although some GICs offer cashable options and other investment features.

 

Money Market Investments

Offer competitive returns over short periods – usually in terms ranging from one month to one year.

 

Bonds and Debentures

Available in varying terms of maturity - generally in maturities up to thirty years - bonds and debentures are issued at a specified fixed term or variable interest rate. This interest is paid to the bondholder, usually semi-annually, as income during the term of the bond or upon the bond’s maturity date, along with their principal investment. Most bonds can be traded prior to their maturity date.

 

Strip Bonds

Strip bonds are issued at a discount to their face value and investors are paid the full face value upon maturity. Strip bonds can be traded before maturity, offering the potential for greater returns.

 

Fixed Income Structured Notes

Structured Notes are issued by Canadian banks, corporations and provinces. They contain embedded extension features which offer higher potential yields than traditional fixed income investments with similar credit ratings and maturity dates.

 

Fixed Income Mutual Funds and ETFs

For investors who do not want to own individual bond positions, Mutual Funds and Exchange Traded Funds (ETFs) offer the ability to implement a variety of fixed income strategies and are an efficient way to achieve portfolio diversification.

MUTUAL FUNDS

 

Mutual funds are a popular choice for those seeking a convenient, one-stop solution to portfolio diversification. With more than 6,000 funds to choose from in Canada, including the comprehensive suite of award-winning investment solutions offered by BMO Investments Inc., mutual funds can meet almost any investor’s goals and objectives.

 

Mutual funds are a popular choice for those seeking a convenient, one-stop solution to portfolio diversification. With more than 6,000 funds to choose from in Canada, including the comprehensive suite of award-winning investment solutions offered by BMO Investments Inc., mutual funds can meet almost any investor’s goals and objectives.

 

BMO Nesbitt Burns gives you access to an extensive selection of mutual funds, in conjunction with the expertise of our experienced team of mutual funds analysts. What’s more, your BMO Nesbitt Burns Investment Advisor has the knowledge and experience to ensure the funds you select are right for your investment needs.

FEE-BASED & MANAGED ASSETS

 

BMO Nesbitt Burns offers a comprehensive selection of fee based and managed investment programs. These programs are designed to meet the specialized needs of investors who want greater investment flexibility, diversification or that seek a professional portfolio manager to make investment decisions on their behalf – all for a transparent and competitive fee.

 

BMO Nesbitt Burns offers a comprehensive selection of fee based and managed investment programs. These programs are designed to meet the specialized needs of investors who want greater investment flexibility, diversification or that seek a professional portfolio manager to make investment decisions on their behalf – all for a transparent and competitive fee.

 

Our offer includes a number of managed investment programs that provide access to a comprehensive range of professionally managed portfolios based on your individual goals and risk tolerance. While you are not involved in the day-to-day investment decision making process, you can be assured that the portfolio managers selected are managing your investments according to your stated objectives, and are being actively monitored to make certain they continue to meet the needs of our clients. And, for those looking for a traditional relationship with their BMO Nesbitt Burns Investment Advisor, our fee-based offer includes non-discretionary programs that allow you to remain fully involved in all investment decisions regarding your portfolio. Either way, you’ll pay one annual fee that is fully transparent, providing you with the flexibility to invest as you see fit, without paying commissions on every transaction.

 

BMO Nesbitt Burns Meridian Program®

Meridian is a fee-based non-discretionary program that allows you and your Investment Advisor to work together to build and manage your portfolio, without paying commissions on each trade. You’ll pay one annual fee that provides you with a generous trade allotment based on your investable assets, allowing you and your Investment Advisor to focus on realizing your objectives without concern about individual trading costs.

 

This program is suitable for investors with at least $100,000 in assets who want maximum control of their investments with the flexibility to execute trades online or through their Investment Advisor. With Meridian you’ll receive the benefit of BMO Nesbitt Burns’ expertise, recommendations and guidance to make investment decisions based on advice, instead of the cost of implementation.

 

BMO Nesbitt Burns Architect Program®

Delivering the highest level of customization and diversification, the BMO Nesbitt Burns Architect Program combines professionally managed investment portfolios with complementary client-directed investment vehicles – all within a single solution and for a predictable, transparent fee. Through the expertise of a BMO Nesbitt Burns Investment Advisor, Architect provides access to world-class investment portfolios that align to your specific investment preferences and tolerance for risk. With Architect, you’ll also have rigorous oversight performed by BMO Nesbitt Burns’ highly experienced due diligence teams, to make certain your portfolio stays true to its stated objectives.

 

BMO Nesbitt Burns BluePrint Program®

The BMO Nesbitt Burns BluePrint Program is a professionally managed investment solution providing access to the Best of BMO investment thinking. Aligned to your specific investment goals, preferences and tolerance for risk, the BluePrint Program provides an elite range of portfolios that are managed entirely by BMO Global Asset Management and BMO Capital Market’s highly experienced teams of investment professionals, while being personally coordinated through the expertise of your BMO Nesbitt Burns Investment Advisor.

 

BMO Nesbitt Burns Quadrant Program®

The BMO Nesbitt Burns Quadrant Program (Quadrant) provides a professionally managed investment solution aligned to your financial goals and objectives.

 

Through Quadrant, investors benefit from a diversified portfolio managed by SEI Investments, a world leader in portfolio construction and asset allocation. Respected for their disciplined and comprehensive approach to managing investments, SEI determines the ongoing optimal strategic asset allocations and then selects investment managers from around the globe to participate in the management of each Quadrant portfolio. The result is reduced risk and volatility, combined with the potential for enhanced returns.

 

BMO Nesbitt Burns Managed Portfolio Account Program®

The BMO Nesbitt Burns Managed Portfolio Account establishes a direct relationship between you and an accredited BMO Nesbitt Burns Portfolio Manager, who oversees your wealth and makes informed investment decisions on your behalf. With your portfolio in the hands of a dedicated professional you trust, you’ll have the peace of mind that comes from knowing that your Portfolio Manager is backed by the extensive knowledge and resources of BMO Financial Group.

 

Guided by your Investment Policy Statement – which clearly documents your specific needs, goals and tolerance for risk – your BMO Nesbitt Burns Portfolio Manager is able to manage your portfolio in a manner that is consistent with your objectives. One fee covers all portfolio management, trade execution and administration of your account.

Important: Investment orders sent to BMO Nesbitt Burns staff via email cannot be executed.


KNOWLEDGE BUILDING

KNOWLEDGE BUILDING

 


 

 

Asset allocation is a powerful strategy that can minimize risk while maximizing your portfolio’s growth over the long term.

Watch webcast “Learn more about asset allocation”

 

KNOWLEDGE BUILDING

 


 

Asset allocation is a powerful strategy that can minimize risk while maximizing your portfolio’s growth over the long term.

 

Watch webcast “Learn more about asset allocation”

OTHER SERVICES

 


 

See how our services can help address your complete financial needs.


CONTACT US

 


 

If you’re not already working with a BMO Nesbitt Burns Investment Advisor, start the conversation today.
We invite you to contact an Advisor in your area. We’re here to help.