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BluePrint Program™
B M O N E S B I T T B U R N S
S t e p p i n g S t o n e t o a B e t t e r F u t u r e
T H E B M O N E S B I T T B U R N S
B L U E P R I N T P R O G R A M ™
combines the expertise of BMO Nesbitt Burns’ top-ranked* research team with
the high level of service provided by your BMO Nesbitt Burns Investment
Advisor. As a discretionary managed account, the BluePrint Program assures a
disciplined, long-term approach to your investing, without worry or a major
commitment of your time.
*Brendan Wood International Survey. Institutional Equity Sales, Research and Trading Performance in Canada, 2001.
As the first step in the BluePrint process,
your BMO Nesbitt Burns Investment
Advisor works with you to determine your
long-term investment goals and objectives.
Together you then decide which of our
model BluePrint portfolios best suits your
needs. Once you have selected the
appropriate portfolio or combination of
portfolios, your account is professionally
managed for you on an ongoing basis.
S T E P P I N G S T O N E
T O A B E T T E R F U T U R E
BMONesbitt
BurnsThe
With tremendous amounts of constantly changing information on
the economy and markets now readily available, making the right
investment decisions can be difficult for even the most financially
sophisticated individual. Given this complexity, increasing
numbers of Canadians are turning to professionals for the
management of their investments.
As a participant in the BluePrint Program, you have the peace of
mind knowing that BMO Nesbitt Burns is managing your portfolio –
taking advantage of opportunities and minimizing potential risks.
We have the expertise and knowledge required to execute sound
and objective investment decisions on your behalf. Our professional
money managers make all of the day-to-day investment decisions,
based on your personal objectives. Performance is carefully
monitored so you can focus on enjoying your life – knowing that
your investments are handled with care and expertise.
W E H A V E T H E E X P E R T I S E A N D K N O W L E D G E
R E Q U I R E D T O E X E C U T E S O U N D A N D
O B J E C T I V E I N V E S T M E N T D E C I S I O N S O N
Y O U R B E H A L F .
l e a d e r
BMO Nesbitt Burns The Bond Book
With the BluePrint Program, difficult choices as to what to buy and sell are
made by dedicated professionals who have the knowledge and experience
to manage your portfolio effectively. In selecting equities as well as fixed
income investments, these professionals are supported by the finest
research available.
On the equity side alone, over the past twenty years, the prestigious
Brendan Wood Survey has ranked BMO Nesbitt Burns research, or that of
our predecessor companies, first every year. This ranking reflects both the
calibre of individual analysts and the breadth of our research expertise.
Beyond access to our research and the benefit of our top-ranked team
working on your behalf, the BMO Nesbitt Burns BluePrint Program is
predicated on a close working relationship with your Investment Advisor.
He or she will help you determine which BluePrint portfolio best suits your
investment objectives and risk tolerance, and will review and discuss with
you your portfolio and its performance on a regular basis – recommending
modifications whenever necessary.
W O R K I N G C L O S E L Y W I T H Y O U R I N V E S T M E N T
A D V I S O R Y O U S E L E C T A P O R T F O L I O T O M E E T
Y O U R I N D I V I D U A L N E E D S A N D O B J E C T I V E S .
a v a i l a b l e
v e a p p r o a c h
C O M P R E H E N S I V E M O N T H L Y , Q U A R T E R L Y A N D
A N N U A L R E P O R T S K E E P Y O U C O N S I S T E N T L Y
W E L L I N F O R M E D A T E V E R Y S T A G E O F
T H E P R O C E S S .
Understanding where you stand in achieving your objectives is fundamental
to successful long-term investing, as is knowing that the cost of your
investment program is reasonable. With the BMO Nesbitt Burns BluePrint
Program, you are kept fully informed at every stage of the process.
As a BluePrint Program client, each month, you are mailed a Statement of
Account detailing your portfolio holdings. Every quarter, you benefit from a
comprehensive, personalized Quarterly Review including a detailed
performance analysis, portfolio summary, and insightful managers’
commentary. At the end of each year, you also receive an Annual Portfolio
Summary – providing a breakdown of deposits and withdrawals, realized
capital gains and losses, and a summary of portfolio transactions.
All of this is available for a single, modest all-inclusive fee, payable monthly
or quarterly in arrears. This fee is determined as a percentage of assets in
your account and covers professional portfolio management and transaction
costs as well as reporting, administration and security custodial services
provided. In addition, BluePrint Program clients are entitled to a no-fee
BMO Nesbitt Burns RRSP or RRIF.
T H E B M O N E S B I T T B U R N S B L U E P R I N T
E Q U I T Y P O R T F O L I O S
BMO Nesbitt Burns BluePrint Canadian Equity PortfolioThe Canadian Equity Portfolio is designed for investors seeking long-term capital
appreciation and superior performance while providing diversified exposure to the TSE
300 Index. This broad diversification across industry sectors helps to minimize the
volatility of the portfolio. The holdings of the portfolio will represent the top equity
selections of the BMO Nesbitt Burns research team.
BMO Nesbitt Burns BluePrint U.S. Equity PortfolioThe U.S. Equity Portfolio was developed for investors seeking above-average, long-term
growth. All companies in the portfolio are large, well capitalized firms which are listed in
the U.S. and have the potential for growth in the long-term. The industry weightings of
the portfolio will reflect closely the weightings of the Standard and Poor’s 500 Index.
BMO Nesbitt Burns BluePrint Total Equity PortfolioThe Total Equity Portfolio is designed for investors seeking long-term capital growth
through a globally diversified portfolio. The portfolio will employ the same investment
style as the BluePrint Canadian Equity Portfolio, while adding exposure to the major
global regions – the United States, Europe and Asia – through the use of exchange traded
funds. The total global equity weighting will not exceed the foreign content limit for
registered accounts, and individually will approximate the weightings found in the
Morgan Stanley Capital World Index. This portfolio is ideal for clients seeking global
exposure in non-registered accounts, as well as those seeking to maximize foreign
content in an RRSP.
T H E B M O N E S B I T T B U R N S B L U E P R I N T
F I X E D - I N C O M E P O R T F O L I O S
BMO Nesbitt Burns BluePrint Monthly Pay Portfolio:The goal of the Monthly Pay Portfolio is to provide investors with monthly income.
It is suitable for investors seeking a predictable income and an actively managed bond
portfolio.
BMO Nesbitt Burns BluePrint Canadian Fixed Income Portfolio:The Canadian Fixed Income Portfolio is designed for investors who do not require
income and are looking for an investment focused primarily on long-term total return.
BMO Nesbitt Burns BluePrint U.S. Fixed Income Portfolio:The U.S. Fixed Income Portfolio is designed to provide investors with superior total
returns and currency diversification. The portfolio will be invested solely in U.S. dollar
denominated fixed-income securities.
BMO Nesbitt Burns BluePrint Trustee Account Portfolio:The Trustee Account Portfolio is for larger investors who have chosen – or who are
required by law – to follow the guidelines of the Trustee Act in their home province.
For more information on the BMO Nesbitt Burns BluePrint Program, speak with your
BMO Nesbitt Burns Investment Advisor.
® "BMO (M-bar roundel symbol)" is a registered trade-mark of Bank of Montreal, used under licence."Nesbitt Burns" is a registered trade-mark of BMO Nesbitt Burns Corporation Limited, used under licence.
™ “Nesbitt Burns BluePrint Program” is a trade-mark of BMO Nesbitt Burns Corporation Limited, used under licence.
MAP20370 03/02
Member
www.bmonesbittburns.com
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As one of Canada’s leading investment firms, BMO Nesbitt Burns has an established
reputation within financial services. Since its origins in 1912, the firm has been
committed to helping clients meet their investment objectives and goals with the highest
of standards.
Today, the Private Client Division of BMO Nesbitt Burns is focused on meeting the needs
of individual investors through a customized approach to investing. More than 1,500
Investment Advisors provide clients with personal advice and services, drawing upon
some of the best knowledge and expertise in the industry including BMO Nesbitt Burns’
top-ranked research.
As part of Bank of Montreal’s Private Client Group, BMO Nesbitt Burns also provides
clients with access to one of the broadest selections of investment solutions and products
available today.
The Private Client Group brings together all of the bank’s wealth management services,
both in Canada and the United States.