was named the overlay manager for BMO Nesbitt Burns'
new open-architecture unified managed account program.
The BMO Nesbitt Burns Architect Program is available to Canadian advisors for investors with at least C$150,000, or approximately $120,500.
Advisors can use pre-packaged model portfolios created with the help of BMO Nesbitt Burns or construct their own portfolios.
“Right now in this industry, you need multiple accounts and investment vehicles to get a diversified solution. Working with Placemark, our new Architect Program consolidates everything into one account with one fee and one statement," said Sarah Widmeyer
, vice president and managing director of the Managed Assets Group at BMO Nesbitt Burns.
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