BMO Nesbitt Burns Enhances its Architect Program

X

Hello there! If you are new here, you might want to subscribe to the RSS feed for updates on this topic.

On October 27th, Bank of Montreal (BMO) announced several enhancements; Canadian Investors can now add their non-managed, rationally self directed equity and fixed income investments to their BMO Nesbitt Burns Architect Account.

For the first time, clients will be able to have both flexibility and freedom in building their financial future as they consolidate moth managed and client-directed investments into a single investment solution.

The Architect program already simplifies investing by allowing Investment Advisors to combine:

• Separately managed accounts

• Mutual funds

• Exchange traded funds (ETFs)

• Alternative investment products

Through significant account consolidation, the Architect Program provides BMO clients one complete investment solution that; one account, one performance report and one investment policy statement.

Clients can now benefit from the professional management of separately managed accounts (mutual funds and ETFs), while having the flexibility to hold individual stocks and bonds that they might own, all in one account.

This simplifies the client’s total investment and clarifies all on one performance statement.

The Architect program was first launched by BMO Nesbitt Burns in 205, and it was the first Canadian financial institution to offer clients a Unified Managed Account (UMA). The enhancements made of the Architect Program today, helps solidity BMO Nesbitt and Burns’ position as the Canadian leader in creating clear investment solutions for its clients.

Related Posts

• TD Asset Management Terminates TD Private North American Equity Fund
• BMO Guardian Fund offering Registered Disability Savings Plan
• Canada’s Biggest Banks Earn $5.09B in First Quarter
• NBC Changes Meritage Portfolios
• BMO Reports 24% Revenue Increase