Investment Basics

Are you new to investing and wondering about the types of products which are available to individual investors? We’ve compiled fundamental information on the most common investment products that BMO Nesbitt Burns Investment Advisors and their clients use to create effective wealth management strategies:

Equities
Equities or “stocks” represent ownership in a corporation. Their historical strength has made them an integral part of many investment strategies, especially those of investors looking for long-term growth.

Fixed Income
Fixed income products involve you "loaning" money to a government entity or a corporation for a specified time.

Fee-Based Investing
Fee-based accounts replace traditional commissions with a predictable fee based on assets under management.

Managed Assets
In a managed asset program, you and your Investment Advisor select professional money managers to manage your portfolio.

Mutual Funds
Mutual funds pool your money with that of many other investors, giving you the benefits of diversification and professional management without the usual costs.

Segregated Funds
Segregated funds are similar to mutual funds, but offer unique features and terms of maturity and death guarantees.

Registered Plans
Registered plans are savings plans that have been registered with the government and are designed to provide tax-advantaged investing.

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

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