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Investment Solutions
Whether you're looking for the growth potential of equities,
the safety of fixed income, or the ease of diversification offered by
mutual and segregated funds, we have the choice of investment products
you need. We further enhance your investing options by offering fee-based
and managed asset programs as well as more traditional, commission-based
investing.
Equities
BMO Nesbitt Burns Investment Advisors are backed by our industry-leading
equity research and offer the BMO Nesbitt Burns Equity Accumulator ProgramŽ;
a convenient way to get the most out of your stocks and achieve long term
portfolio growth.
Fixed Income
Looking for the diversification, income and safety of capital offered
by fixed income products? The BMO Nesbitt Burns team of fixed income specialists
helps your Investment Advisor provide you with the best products available.
Mutual Funds
With access to our mutual fund specialists and more than 4000 funds, including our own BMO Nesbitt Burns Group of Funds, your
Investment Advisor can help you choose with confidence.
Segregated Funds
Segregated funds provide unique features and guarantees not generally
available in traditional market-based investments.
Fee-Based Programs
Combines the benefits of an ongoing
relationship with your Investment Advisor with the additional option of
online trading; all for one competitive, all-inclusive annual fee.
Managed Asset
Programs
With our Architect, Advance, BluePrint, Managed Portfolio Account and Quadrant programs, you and your BMO Nesbitt
Burns Investment Advisor work together to develop your investment strategy and then leave
the day-to-day implementation of the strategy to expert portfolio managers.
Cash Management
Save yourself the hassle associated with multiple banking, brokerage and investment accounts by combining your banking services with financial expertise of an advisor in one account.
Note:
All insurance products, including segregated funds, are offered through
BMO Nesbitt Burns Financial Services Inc. by licensed life insurance agents,
and, in Quebec, by financial security advisors.
A nominee account is one
in which an investment is held in trust for an individual by a corporation
or entity other than the individual. A segregated fund policy held within
a self-directed plan is one example of investing in a nominee account.
A segregated fund held in a nominee account may not offer creditor protection.
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