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 $42.9 billion (US) in assets under management as of December 31, 2013.
Fund(s) Managed BMO North American Dividend Fund - Advisor
BMO U.S. Dollar Dividend Fund - Advisor CDN$
BMO North American Dividend Fund Advisor Series US$
BMO U.S. Dollar Balanced Fund - Advisor CDN$
BMO U.S. Dollar Monthly Income Fund - Advisor CDN$
BMO U.S. Equity Class - Advisor
BMO U.S. Dividend Fund - Advisor
BMO U.S. Equity Class - Advisor US$
BMO U.S. Equity Fund Advisor Series US$
BMO U.S. Dollar Monthly Income Fund - Advisor US$
BMO Canadian Tactical ETF Class - Advisor
BMO U.S. Dollar Dividend Fund - Advisor
BMO U.S. Equity Fund - Advisor
BMO U.S. Dollar Money Market Fund - Advisor US$
BMO Global Tactical ETF Class - Advisor
BMO U.S. Dollar Balanced Fund - 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 $300 billion in assets under management as of July 31, 2014.
Fund(s) Managed BMO Resource Fund - Advisor
BMO Global Growth and Income Fund - Advisor
BMO Global Growth and Income Fund - Advisor US$
BMO Laddered Corporate Bond Fund - Advisor
BMO Enhanced Equity Income Fund - Advisor
BMO Fixed Income Yield Plus ETF Portfolio - Advisor (formerly BMO Target Yield ETF Portfolio)
BMO Balanced Yield Plus ETF Portfolio - Advisor (formerly BMO Target Enhanced Yield ETF Portfolio)
BMO Preferred Share Fund - Advisor
BMO Global Energy Class - Advisor
BMO Fixed Income ETF Portfolio - Advisor
BMO U.S. Dollar Balanced Fund - Advisor
BMO Income ETF Portfolio - Advisor (formerly BMO Security ETF Portfolio)
BMO Conservative ETF Portfolio - Advisor
BMO Balanced ETF Portfolio - Advisor
BMO SelectClass® Income Portfolio - Advisor (formerly BMO SelectClass Security Portfolio)
BMO Dividend Fund - Advisor
BMO SelectClass® Balanced Portfolio - Advisor
BMO SelectClass® Growth Portfolio - Advisor
BMO World Bond Fund - Advisor
BMO Growth ETF Portfolio - Advisor
BMO SelectClass® Equity Growth Portfolio - Advisor
BMO LifeStage Plus 2017 Fund - Advisor
BMO Equity Growth ETF Portfolio - Advisor
BMO Canadian Large Cap Equity Fund - Advisor
BMO Global Small Cap Fund - Advisor US$
BMO Canadian Tactical ETF Class
BMO Global Tactical ETF Class
BMO Canadian Diversified Monthly Income Fund - Advisor
BMO LifeStage Plus 2022 Fund - Advisor
BMO LifeStage Plus 2026 Fund - Advisor
BMO Resource Fund - Advisor US$
BMO Canadian Tactical ETF Class - Advisor
BMO Money Market Fund - Advisor
BMO Global Tactical ETF Class - Advisor
BMO Bond Fund - Advisor
BMO Income ETF Portfolio Class - Advisor (formerly BMO Security ETF Portfolio Class)
BMO Balanced ETF Portfolio Class - Advisor
BMO Global Diversified Fund - Advisor
BMO Growth ETF Portfolio Class - Advisor
BMO Equity Growth ETF Portfolio Class - Advisor
BMO Asset Allocation Fund - Advisor
BMO Core Bond Fund - Advisor
BMO U.S. Dollar Monthly Income Fund - Advisor US$
BMO LifeStage 2017 Class - Advisor
BMO LifeStage 2020 Class - Advisor
BMO LifeStage 2025 Class - Advisor
BMO LifeStage 2030 Class - Advisor
BMO LifeStage 2035 Class - Advisor
BMO LifeStage 2040 Class - Advisor
BMO SelectTrust Fixed Income Portfolio - Advisor
BMO SelectTrust Income Portfolio - Advisor (formerly BMO SelectTrust Security Portfolio)
BMO Mortgage & Short Term Income Fund - Advisor
BMO Core Plus Bond Fund - Advisor
BMO North American Dividend Fund - Advisor
BMO Canadian Small Cap Equity Fund - Advisor
BMO SelectTrust Conservative Portfolio - Advisor
BMO Retirement Income Portfolio Advisor Series
BMO U.S. Dollar Balanced Fund - Advisor CDN$
BMO U.S. Dollar Monthly Income Fund - Advisor CDN$
BMO Canadian Stock Selection Fund - Advisor
BMO Retirement Conservative Portfolio Advisor Series
BMO Precious Metals Fund - Advisor
BMO LifeStage Plus 2020 Fund - Advisor
BMO SelectTrust Balanced Portfolio - Advisor
BMO LifeStage Plus 2025 Fund - Advisor
BMO LifeStage Plus 2030 Fund - Advisor
BMO Short Term Income Class - Advisor
BMO SelectTrust Growth Portfolio - Advisor
BMO Dividend Class - Advisor
BMO Canadian Equity Class - Advisor
BMO SelectTrust Equity Growth Portfolio - Advisor
BMO Global Equity Class - Advisor
BMO Retirement Balanced Portfolio Advisor Series
BMO Global Diversified Fund - Advisor US$
BMO North American Dividend Fund Advisor Series US$
BMO U.S. Equity Plus Fund - Advisor US$
BMO Growth Opportunities Fund - Advisor
BMO Global Equity Fund - Advisor
BMO Global Small Cap Fund - Advisor
BMO Capital Markets Corp
BMO Capital Markets Corp logo BMOCMC is a wholly-owned, indirect subsidiary of Bank of Montreal, and had approximately $2.6 billion (U.S.) in assets under management as at October 31, 2014.
Fund(s) Managed BMO U.S. Equity Plus Fund - Advisor
BMO U.S. Equity Plus Fund - Advisor US$
BMO Global Asset Managment (Asia) Limited
BMO Global Asset Managment (Asia) Limited  logo BMO Global Asset Managment (Asia) Limited (formerly Lloyd George Managment (Hong Kong) Limited) 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. BMO Global Asset Management (Asia) Limited 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
ETF Capital Management
ETF Capital Management logo

ETF Capital Management is a Portfolio Management firm specializing in custom tailored wealth management solutions for affluent Canadian Investors. Lead by Chief Investment Officer (and host of Berman's Call on BNN) Larry Berman, ETF Capital Management combines the themes of wealth preservation and growth, with diversified ETF-based investing, and global tactical asset allocation. The firm's investment strategies focus on delivering performance through value opportunities - overweighting exposure to sectors, countries, and asset classes when they are relatively cheap, and underweighting them when they become relatively expensive. By rotating exposure via Exchange Traded Funds (ETFs), these strategies are made efficient and cost-effective. ETF Capital Management was founded in 2006. As of mid-2015, ETFCM manages over 400 million dollars of assets.

Fund(s) Managed BMO Tactical Dividend ETF Fund - Advisor
BMO Tactical Balanced ETF Fund - Advisor
F&C Management Limited
F&C Management Limited  logo F&C Management Limited is a leading UK-based diversified multi-specialist investment management group with a heritage spanning more than 140 years. Alongside its core institutionally focused business, the Group includes F&C REIT, a pure real-estate manager. The group is also an active shareholder with a leading franchise in governance and sustainable investment. F&C is wholly owned subsidiary of Bank of Montreal and is part of BMO Global Asset Management. F&C has over $153 billion in assets under management as of July 31, 2014.
Fund(s) Managed BMO European Fund - Advisor
BMO Global Balanced Fund - Advisor
BMO European Fund - Advisor US$
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 $20 billion as of December 31, 2013.
Fund(s) Managed BMO Global Diversified Fund - Advisor
BMO Canadian Diversified Monthly Income Fund - Advisor
BMO Global Dividend Fund - Advisor US$
BMO Monthly High Income Fund II - Advisor
BMO Global Diversified Fund - Advisor US$
BMO Growth and Income Fund - Advisor
BMO Monthly Dividend Fund Ltd. - Advisor
BMO Global Dividend Class - Advisor US$
BMO Global Dividend Class - Advisor
BMO Global Dividend Fund - Advisor
LGM Investments Limited
LGM Investments Limited logo LGM Investments Limited (LGM) is a subsidiary of LGM Investments. 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. LGM specializes in Asian, Global Emerging Market and Frontier Market equities with assets under management of $2.6 billion (U.S.) as of December 31, 2013.
Fund(s) Managed BMO Emerging Markets Fund - Advisor
BMO Emerging Markets Fund - Advisor US$
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 $385 billion (U.S.) in assets under management as of December 31, 2013.
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 $25.9 billion in assets under management (U.S.) as of December 31, 2013.
Fund(s) Managed BMO Global Diversified Fund - Advisor
BMO Asian Growth and Income Fund - Advisor
BMO Global Diversified Fund - Advisor US$
BMO Asian Growth and Income Fund - Advisor US$
BMO Asian Growth and Income Class - Advisor
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, 2013. 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 $2.6 billion (U.S.) in assets under management as of December 31, 2013.
Fund(s) Managed BMO U.S. High Yield Bond Fund - Advisor
BMO Floating Rate Income Fund - Advisor
BMO Canadian Diversified Monthly Income Fund - Advisor
BMO Floating Rate Income Fund - Advisor US$
BMO U.S. Dollar Monthly Income Fund - Advisor US$
BMO U.S. Dollar Monthly Income Fund - Advisor CDN$
BMO High Yield Bond Fund - Advisor
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, 2013. PIMCO uses both top-down and bottom-up strategies to reduce volatility and dependence upon any one strategy.
Fund(s) Managed 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 $12.2 billion (US) in assets under management as of December 31, 2013. 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 Fund - Advisor
BMO International Value Class - Advisor
SIA Wealth Management Inc.
SIA Wealth Management Inc. logo SIA is an independent technical analysis firm focused on relative strength analysis and risk management, based in Calgary, Alberta. As at December 31, 2014, SIA had approximately $204 million (CAD) in assets under management.
Fund(s) Managed BMO Tactical Global Bond ETF Fund - Advisor
BMO Tactical Global Equity ETF 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 $9.1 billion (USD) is assets under management as of December 31, 2013.
Fund(s) Managed BMO U.S. Dollar Monthly Income Fund - Advisor US$
BMO U.S. Dollar Balanced Fund - Advisor CDN$
BMO U.S. Dollar Monthly Income Fund - Advisor CDN$
BMO Emerging Markets Bond Fund - Advisor
BMO U.S. Dollar Balanced 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 $43.9 billion in assets as of December 31, 2013. 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 | A part of BMO Financial Group