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Community October 24, 2007
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The Simplified Way to Build Wealth

At BMO Nesbitt Burns we have always been at the forefront of investing innovations, so it will come as no surprise that we are leading the way again. We have elevated the managed assets concept to the next level with the BMO Nesbitt Burns Architect ProgramTM, the first full-featured unified managed account (UMA) in Canada. Some of the features of the program are: institutional-calibre investment managers, enhanced diversification, strategic asset allocation, and active portfolio oversight.

If you are looking for a simpler way to manage your assets and build wealth, the Architect Program achieves this by consolidating your investments into one account. It's simple to track your progress towards your goals as the performance for all of your Architect investments is presented in one consolidated quarterly performance package. But the benefits of the Architect Program go well beyond ease and simplicity.

Affordable, accessible professional money management

For a minimum investment of $150,000, the Architect Program provides you with a managed assets solution previously available only to investors with significantly larger amounts of investable assets. Within a single account, you have access to:

  • A wide range of leading money managers from Canada, the U.S., and around the world
  • A selection of Mutual Funds ranked "Top Pick" by BMO Nesbitt Burns Mutual Fund research
  • Numerous Exchange Traded Funds (ETFs) from Barclays Global Investors Canada Limited
  • Automatic rebalancing
  • Enhanced tax management
  • A more robust approach to Manager and style diversification.

    A whole new level of diversification

    The Architect Program takes you beyond the traditional approach to diversification - an appropriate mix of fixed income and equity investments - to one that is on par with the approach used by institutional investors and pension plan managers. Through the Architect Program, I will diversify by investment management styles and vehicles in order to manage risk and optimize your longterm return potential. Depending upon your preferences, your customized Architect solution may incorporate alternative investments and other specialty asset classes.

    Integrated with our proven investment approach

    The Architect Program provides you with a proven approach to investing:

  • Developing a personal plan for success: crafting your personal investment policy statement.
  • Laying the foundation: developing your portfolio's optimal asset mix strategy.
  • Constructing your customized portfolio: adequately diversifying your portfolio's mix of money managers and investment vehicles.
  • Actively monitoring your portfolio's investment managers and investment vehicles with the oversight of a team of professionals working for you; and reporting back to you on your progress towards your stated goals and objectives.

    Get the power of one working for you

    The Architect Program delivers enormous benefits through a single, simplified solution. One investment policy executed through one coordinated portfolio. One set of documents, one fee and one all-inclusive quarterly statement. It all adds up to one of the most efficient and effective investment solutions available to you.

    Our team would be happy to show you types of wealth building strategies to meet your own personal situation; please contact

    Mike McPhillips at

    (905) 833-1589

    or via e-mail mcphillipsdurkin@nbpcd.com.