Why Choose Us
Portfolio Advisors

BMO Asset Management Corp.
BMO Asset Management Corp. logo BMO Asset Management Corp is headquartered in Chicago with investment teams also based in Milwaukee. The firm's investment philosophy is premised on the belief that companies with improving fundamentals, attractive valuations and increasing investor interest consistently and predictably outperform the market. BMO Asset Management Corp. with its subsidiary boutiques and U.S. affiliates has over $50 billion (US) in assets under management as of October 31, 2012.
Fund(s) Managed BMO U.S. Equity Class - Advisor US$
BMO U.S. Dollar Money Market Fund - Advisor US$
BMO U.S. Dollar Balanced Fund - Advisor CDN$
BMO U.S. Dollar Dividend Fund - Advisor CDN$
BMO U.S. Dollar Dividend Fund - Advisor
BMO U.S. Dollar Balanced Fund - Advisor
BMO North American Dividend Fund - Advisor
BMO U.S. Equity Fund - Advisor
BMO U.S. Equity Class - Advisor
BMO Asset Management Inc.
BMO Asset Management Inc.  logo BMO Asset Management Inc. is a prominent Canadian institutional and mutual fund investment manager providing a variety of investment solutions across asset classes and investment approaches. The firm was established in 1982 as RMN Investment Counsel Inc., and was acquired by Burns Fry Limited in 1991. As a result of the Burns Fry merger with Nesbitt Thomson in 1994, the firm became part of the BMO Financial Group. Previously operating under the name Jones Heward Investment Counsel Inc., the company was renamed BMO Asset Management Inc. in May 2010 following amalgamation with the BMO Exchange Traded Funds and Quantitative Investments groups. BMO Asset Management Inc. and its affiliates had over $64 billion in assets under management as of October 31, 2012.
Fund(s) Managed BMO Money Market Fund - Advisor
BMO Bond Fund - Advisor
BMO Target Yield ETF Portfolio - Advisor
BMO Target Enhanced Yield ETF Portfolio - Advisor
BMO Laddered Corporate Bond Fund - Advisor
BMO Preferred Share Fund - Advisor
BMO Enhanced Equity Income Fund - Advisor
BMO Canadian Stock Selection Fund - Advisor
BMO Global Growth and Income Fund - Advisor US$
BMO Global Growth and Income Fund - Advisor
BMO Global Small Cap Fund - Advisor
BMO Global Equity Class - Advisor
BMO Canadian Equity Class - Advisor
BMO Short Term Income Class - Advisor
BMO Dividend Class - Advisor
BMO LifeStage Plus 2020 Fund - Advisor
BMO Precious Metals Fund - Advisor
BMO Balanced ETF Portfolio - Advisor
BMO LifeStage Plus 2030 Fund - Advisor
BMO LifeStage Plus 2025 Fund - Advisor
BMO Conservative ETF Portfolio - Advisor
BMO Equity Growth ETF Portfolio - Advisor
BMO Growth ETF Portfolio - Advisor
BMO Growth ETF Portfolio Class - Advisor
BMO Global Energy Class - Advisor
BMO North American Dividend Fund - Advisor
BMO Canadian Small Cap Equity Fund - Advisor
BMO Equity Growth ETF Portfolio Class - Advisor
BMO Mortgage & Short Term Income Fund - Advisor
BMO Fixed Income ETF Portfolio - Advisor
BMO Global Tactical ETF Class - Advisor
BMO Canadian Tactical ETF Class - Advisor
BMO Security ETF Portfolio - Advisor
BMO Balanced ETF Portfolio Class - Advisor
BMO Security ETF Portfolio Class - Advisor
BMO SelectTrust Conservative Portfolio - Advisor
BMO SelectTrust Security Portfolio - Advisor
BMO SelectClass® Security Portfolio - Advisor
BMO SelectTrust Balanced Portfolio - Advisor
BMO SelectClass® Balanced Portfolio - Advisor
BMO Canadian Large Cap Equity Fund - Advisor
BMO Global Small Cap Fund - Advisor US$
BMO LifeStage Plus 2017 Fund - Advisor
BMO SelectClass® Growth Portfolio - Advisor
BMO SelectClass® Equity Growth Portfolio - Advisor
BMO U.S. Dollar Monthly Income Fund - Advisor CDN$
BMO SelectTrust Equity Growth Portfolio - Advisor
BMO SelectTrust Growth Portfolio - Advisor
BMO LifeStage Plus 2022 Fund - Advisor
BMO LifeStage Plus 2026 Fund - Advisor
BMO Resource Fund - Advisor US$
BMO LifeStage 2040 Class - Advisor
BMO LifeStage 2035 Class - Advisor
BMO LifeStage 2030 Class - Advisor
BMO LifeStage 2025 Class - Advisor
BMO Dividend Fund - Advisor
BMO LifeStage 2020 Class - Advisor
BMO World Bond Fund - Advisor
BMO LifeStage 2017 Class - Advisor
BMO U.S. Dollar Monthly Income Fund - Advisor US$
BMO Canadian Diversified Monthly Income Fund - Advisor
BMO Resource Fund - Advisor
BMO SelectTrust Fixed Income Portfolio - Advisor
BMO Asset Allocation Fund - Advisor
ETF Capital Management
ETF Capital Management logo ETF Capital Management is a Toronto based investment management firm managing approximately $106.5 million (CAD) in assets under management as at December 31, 2012. The company was established as a partnership in November 2006. ETF Capital Management is a value investor in general, looking to overweight relative value sectors, countries, and regions by employing ETF rotation strategies.
Fund(s) Managed BMO Tactical Dividend ETF Fund - Advisor
Guardian Capital LP (GCLP)
Guardian Capital LP (GCLP) logo Guardian Capital LP (GCLP) traces its history back to 1962 and is one of Canada's leading fixed income managers and also manages numerous Canadian equity mandates based on a growth-at-a-reasonable-price style. The firm has assets under management of over $17 billion as of December 31, 2012.
Fund(s) Managed BMO Monthly Dividend Fund Ltd. - Advisor
BMO Global Dividend Class - Advisor US$
BMO Monthly High Income Fund II - Advisor
BMO Global Diversified Fund - Advisor US$
BMO Global Dividend Class - Advisor
BMO Growth and Income Fund - Advisor
BMO Canadian Diversified Monthly Income Fund - Advisor
BMO Global Diversified Fund - Advisor
BMO High Yield Bond Fund - Advisor
BMO Global Dividend Fund - Advisor
Lazard Asset Management
Lazard Asset Management logo Lazard Asset Management (Canada) Inc. is a subsidiary of Lazard Asset Management LLC, which has long maintained a pre-eminent position in the world's financial marketplace. Tracing its history back to 1848 and with more than 280 investment personnel worldwide, the firm offers an array of investment management solutions using their global sector-based research platform and network of local offices in ten different countries. Lazard Asset Management has over $151.7 billion in asset under management as of December 31, 2012.
Fund(s) Managed BMO U.S. Dollar Monthly Income Fund - Advisor US$
Lloyd George Management (Europe) Limited
Lloyd George Management (Europe) Limited logo Lloyd George Management (Europe) Limited is a subsidiary of Lloyd George Management Inc.(LGM). LGM became a wholly owned subsidiary of Bank of Montreal in April 2011 and is part of BMO Global Asset Management. Prior to this, the firm operated as an independent, majority employee-owned company since the inception of the business in 1991. Lloyd George Management is specializes in Asia, Global Emerging Markets and Frontier Markets equities with assets under management of $2.6 billion (U.S.) as of December 31, 2012.
Fund(s) Managed BMO Emerging Markets Fund - Advisor US$
BMO Emerging Markets Fund - Advisor
Lloyd George Management (Hong Kong) Limited
Lloyd George Management (Hong Kong) Limited logo Lloyd George Management (Hong Kong) Limited is a subsidiary of Lloyd George Management Inc.(LGM). LGM became a wholly owned subsidiary of Bank of Montreal in April 2011 and is part of BMO Global Asset Management. Prior to this, the firm operated as an independent, majority employee-owned company since the inception of the business in 1991. Lloyd George Management is specializes in Asia, Global Emerging Markets and Frontier Markets equities with assets under management of $2.6 billion (U.S.) as of December 31, 2012.
Fund(s) Managed BMO Greater China Class - Advisor
Macquarie Capital Investment Management LLC
Macquarie Capital Investment Management LLC logo Macquarie Capital Investment Management LLC is a wholly owned, indirect subsidiary of Macquarie Group Limited, a global provider of banking, financial, advisory, investment and funds management services.Macquarie Investment Management offers securities management capabilities in specialist sectors such as listed infrastructure with a large dedicated listed infrastructure team based in Sydney and New York. The firm currently has $350 billion (U.S.) in assets under management as of September 2012.
Fund(s) Managed BMO Global Infrastructure Fund - Advisor
Matthews International Capital Management
Matthews International Capital Management logo Matthews International Capital Management LLC is a privately owned firm with significant employee ownership, founded in San Franscisco in 1991. The firm invests exclusively in Asian markets using fundamental analysis and emphasizes individual security selection using a blend of growth and value styles. Matthews International Capital Management has $23.2 billion in assets under management (U.S.) as of February 28, 2013.
Fund(s) Managed BMO Asian Growth and Income Fund - Advisor US$
BMO Global Diversified Fund - Advisor
BMO Asian Growth and Income Class - Advisor
BMO Asian Growth and Income Fund - Advisor
BMO Global Diversified Fund - Advisor US$
Mawer Investment Management Ltd.
Mawer Investment Management Ltd. logo Mawer Investment Management Ltd. was founded in 1974 and is wholly owned by the professionals within the firm, with over $14.3 billion in assets under management as of December 31, 2012. Mawer's investment approach is to systematically create broadly diversified portfolios of wealth-creating companies bought at discounts to their intrinsic values.
Fund(s) Managed BMO Enterprise Fund - Advisor
Monegy, Inc.
Monegy, Inc. logo Monegy, Inc. was established in 1999 and is a wholly owned subsidiary of BMO Asset Management Corp, and is part of BMO Global Asset Management. The firm specializes in managing credit risk assets, including high-yield corporate bonds and bank loans. Monegy has $2.0 billion (U.S.) in assets under management as of October 31, 2012.
Fund(s) Managed BMO Floating Rate Income Fund - Advisor
BMO U.S. High Yield Bond Fund - Advisor
BMO Floating Rate Income Fund - Advisor US$
PIMCO (Pacific Investment Mgmt. Co.)
PIMCO (Pacific Investment Mgmt. Co.) logo PIMCO Canada Corp. is a subsidiary of Pacific Investment Management Company LLC, which was established in 1971 and is one of the world's most respected names in fixed income management, with $2 trillion in assets under management as of Deceber 31, 2012. PIMCO uses both top-down and bottom-up strategies to reduce volatility and dependence upon any one strategy.
Fund(s) Managed BMO Global Diversified Fund - Advisor
BMO Global Diversified Fund - Advisor US$
BMO Global Strategic Bond Fund - Advisor
Pyrford International Ltd.
Pyrford International Ltd. logo Pyrford International Ltd. is a provider of international asset management services for pension funds, charities, endowments, foundations, and high-net-worth individuals. The company has been operating from its London, UK base since 1987 and has $6.6 billion (US) in assets under management as of October 31, 2012. Pyrford International?s investment philosophy is based on a value-driven, absolute return approach, identifying companies that are fairly valued or undervalued in relation to their potential long-term earnings growth.
Fund(s) Managed BMO International Value Class - Advisor
BMO International Value Fund - Advisor
TCH
TCH logo Taplin, Canida, & Habacht, LLC (TCH) was established in 1985 and is a wholly owned subsidiary of Bank of Montreal, the parent company of BMO Investments Inc. TCH is comprised of experienced professionals dedicated to managing core and corporate fixed income strategies. TCH has $7.5 billion (USD) is assets under management as of January 31, 2013.
Fund(s) Managed BMO U.S. Dollar Balanced Fund - Advisor
BMO U.S. Dollar Balanced Fund - Advisor CDN$
BMO Emerging Markets Bond Fund - Advisor
Vontobel Asset Management Inc.
Vontobel Asset Management Inc. logo Vontobel Asset Management Inc., a wholly owned subsidiary of Vontobel Holding AG of Switzerland, was established in 1984 and manages $35.9 billion in assets as of December 31, 2012. Vontobel?s investment philosophy emphasizes consistent operating histories, favourable long-term prospects, free cash flow generation, attractive valuations below its estimate of intrinsic value, sound management and business predictability.
Fund(s) Managed BMO European Fund - Advisor US$
BMO European Fund - Advisor
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