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NextGen Treasury: Minimizing your exposure to fraudI've had an advice direct account didn't really like it. However, if you have self directed accounts with large mutual fund or GIC balances AD. adviceDirect is a hybrid digital wealth management and discount brokerage platform that monitors and automatically rebalances clients' portfolios and makes. BMO InvestorLine is a solid choice if you need to have a big bank brokerage, but with high trading fees it falls behind in the race for Canada's Best Broker.