Managed Programs

• Architect Program
• Advance Program
• BluePrint Program
• Managed Portfolio Account Program
• Quadrant Program

Investment Solutions

BMO Nesbitt Burns Advance Program®
The BMO Nesbitt Burns Advance Program offers a highly-individualized approach to establishing and maintaining an appropriate investment strategy and portfolio. The Advance program achieves this by calling on the personal services of a BMO Nesbitt Burns Investment Advisor and on the expertise of leading investment managers from around the world. Until recently, the services of these managers have been beyond the reach of most individual investors.

The Advance Program forms a team composed of you, your Investment Advisor and an experienced professional investment manager. The shared objective is to achieve your unique investment goals by establishing an individually-designed segregated portfolio and maintaining it in the face of changing market conditions or personal circumstances.

Through its systematic, collective approach to pursuing superior results, Advance offers significant advantages over investing on your own. In return, you pay a single, all-inclusive quarterly fee — a portion of which may be tax-deductible for non-registered accounts.

How Advance Works
Before recommending solutions, your Investment Advisor will help assess your needs using the Advance Program questionnaire.

Your responses enable BMO Nesbitt Burns to develop a written personal Investment Policy Statement, which sets out your goals and any restrictions. The Investment Policy Statement determines the types of investments you will own and the management style that is right for you.

The World's Leading Investment Managers
BMO Nesbitt Burns continually surveys and evaluates investment managers around the globe. Those who satisfy a long list of criteria are interviewed in-depth. The resulting elite group is invited to join the Advance Program.

From this select roster of global investment leaders, the Advance Program portfolio-management specialists select the appropriate investment managers and styles appropriate for your requirements.

Comprehensive Reports
From day one, your BMO Nesbitt Burns Investment Advisor and a dedicated team of investment specialists monitor your portfolio on an ongoing basis to ensure your selected managers continue to meet your investment needs.

In addition to regular monthly statements, every three months you will receive a comprehensive and personalized quarterly review. The review assesses your current asset allocation and analyzes your portfolio's performance from many standpoints. It also provides comparisons to relevant benchmarks so you will know exactly how you're doing.

At year-end, you will receive a similarly-detailed annual reporting package. This provides a complete review of information required for income tax filing, including deposits and withdrawals, portfolio transactions, realized capital gains and income.

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.