 |
|
|
Investment Administration Account
An Investment Administration Account could be the solution for you if you need to consolidate your record-keeping and simplify your investment paperwork. It is an agency relationship in which your investments are held in safe custody and all administrative aspects relating to the portfolio are taken care of on your behalf. You will be partnered with a dedicated Account Officer who will be responsible for your account and will work with you and your investment advisors.
BMO Harris Private Banking offers comprehensive investment administration services through BMO Trust Company. Worry-free administration is provided for even the most complex investment portfolios. An Investment Administration Account simplifies the day-to-day management of your financial affairs and enables you to maintain control over your investments. It will save you time and effort and enable you to see the "big picture."
|
Meet With Us
Let us help you develop a comprehensive strategy for growing your wealth, and provide the services you need to put this strategy into action. Contact your Personal Advisor, or one of our specialists in your area. |
|
|
|
|
