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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.

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.

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.

Borderless Investing Program
A program dedicated to meeting the investment requirements of Canadian citizens living permanently in the United States.

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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