Investment Basics

Fee-Based
The fee-based brokerage business has become one of North America's fastest-growing investment options. Fee-based accounts offer the convenience of paying an annual fee instead of transaction-based commissions and offer you more freedom in how you achieve your personal investment goals.

For a minimum of $100,000, BMO Nesbitt Burns Meridian Program®; gives you all of the benefits of full-service investing, along with the freedom to decide how involved you want to be in the investment process. For one all-inclusive fee based on the value of your assets, Meridian combines the benefits of working with your BMO Nesbitt Burns Investment Advisor with the option of online trading.

Ultimately, the Meridian Program allows you to be more connected with your Investment Advisor, your portfolio and the resources of BMO Nesbitt Burns. It also provides a truly collaborative approach to investing - allowing you to decide how directly you want to be involved in building your financial future, putting you and your investment advisor on the same side of the table.

For more information, contact an Investment Advisor at a BMO Nesbitt Burns branch near you.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.