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 Meridian Program

Investment Solutions

The BMO Nesbitt Burns Meridian Program®

Advice, recommendations and assistance – along with the choice of online trading – for one competitive, all-inclusive annual fee.

The BMO Nesbitt Burns Meridian Program combines all of the benefits of an ongoing relationship with your Investment Advisor with the power of the Internet. You will receive immediate online access to a wealth of expertise and information, including near real-time details on your existing holdings, and investment opportunities identified by the top-ranked* BMO Nesbitt Burns Research Team.

You have the choice of executing your equity, mutual fund, and option trades using traditional methods or making the trades directly online.

Investment Advice is Always Available

Either way, your Investment Advisor is always available for assistance – from helping you to establish a personal investment strategy to providing you with recommendations and feedback on your own ideas.

You also have easy access to our technical support staff who can assist with online inquiries.

* Brendan Wood International Survey. Institutional Equity Research, Sales and Trading Performance in Canada, 2006 Report.

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