Mutual Funds

• Group of Funds
• Third Party Funds
• Segregated Funds
• Coxe Commodity Strategy Fund
• Wealth Administrator

Investment Solutions

BMO Nesbitt Burns Wealth Administrator®
Making regular contributions to your investment portfolio is one of the keys to financial success. BMO Nesbitt Burns Wealth Administrator program is designed to make this process automatic.

Whether your investment goal is saving for a comfortable retirement, for your child's education, or any other important objective, the BMO Nesbitt Burns Wealth Administrator Program puts the benefits of dollar-cost averaging on your side. At the same time, automatic withdrawals provide a convenient means of assuring regular cash flow.

Wealth Administrator allows you to:

• choose a pre-determined amount of money to contribute to mutual fund(s) on a regular basis;
• make regular contributions to your investment portfolio;
• make contributions without having to fill out forms or open a special account – simply make a phone call to your Investment Advisor;
• automatically redeem regular amounts from your mutual fund investments;
• make transactions monthly, quarterly, semi-annually or annually, and
• make investments directly into – or take redemptions from – one or more of the high quality mutual funds on the extensive list offered through BMO Nesbitt Burns.

Ask your BMO Nesbitt Burns Investment Advisor for more information on the enhanced growth possibilities through Wealth Administrator.