BMO Nesbitt Burns has enhanced its Architect Account allow investors to include stocks and bonds, the investment dealer said Tuesday.

Clients will now be able to consolidate their managed and client-directed investments into a single investment solution.

With the Architect Program, BMO Nesbitt Burns says clients can now benefit from the professional management of separately managed accounts, mutual funds and exchange traded funds and have the flexibility to hold individual stocks and bonds that they may own, all in one account.

This simplifies the client’s total investment picture with one investment policy statement and clarifies it on one performance statement.

“We are thrilled to be able to provide our clients with a truly unique approach to investing with more freedom and flexibility than ever before” says Sarah Widmeyer, SVP and managing director.

“So whether you have legacy blue chip shares or other investment ideas you would like to explore, these can now all be held together with your managed portfolios, in one single Architect account” adds Widmeyer.

BMO Nesbitt Burns launched the Architect program in 2005 and was the first Canadian financial institution to offer its clients a unified managed account.

IE