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My Briefcase

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Ashley Francis

Wholesaling Partner, Intermediary Distribution, GTA West

Phone 416-937-5690 Email Ashley.Francis@bmo.com

Ashley joined BMO Global Asset Management in 2021 and is responsible for the distribution of BMO Mutual Funds, ETFs, Alternatives and Segregated Funds in the Mississauga, Etobicoke, Oakville, and Brampton area. Ashley has over 10 years of experience within the financial services industry and is dedicated to helping Advisors stand out in a competitive market. Whether through developing strategies to attract high-net-worth clients, or by providing timely perspectives to navigate complex financial landscapes, Ashley is committed to providing a total client experience. He is a graduate of York University with a major in Economics.

Briefcase

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Fund Codes, forms, fund facts, CE credits and more

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Convergence Investing

BMO Segregated Funds

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Tools to help build resilient portfolios

Industry ETFs and ETF Portfolios
BMO Concentrated Global Equity and Balanced Funds
Fixed Income
Retirement Portfolios
Balanced
Canadian Equity
U.S. Equity
BMO Enhanced Dividend Funds
BMO ESG Mutual Funds
BMO Segregated Funds
Larry Berman Funds
SIA Charts – SIA Wealth Management Inc.
BMO 100% U.S. Dollar Solutions
Guardian Managed Funds
Emerging Market Funds
ESG ETF Resources

Asset Allocation

Market updates and other strategic aids

PM Corner Videos

Business Building

Effective practice management tips and new industry trends

Please contact me to set up a meeting and I can present you with these value-add materials to benefit your practice.

  • Generating Virtual Leads:
    • Lay groundwork with our Virtual Prospecting Action Plan
    • Set easily achievable goals to grow your business online
    • Build a referral and COI network through digital channels
    • Explore our new digital guide, LinkedInTM for Advisors
  • Price of Advice:
    • Quantify the measurable impact you have on your clients’ investments
    • Clearly explain the services you offer and your worth using data-driven facts
    • Engage in positive, proactive dialogue
    • Turn the discussion into a conversation about long-term value
  • Succession Planning:
    • Develop your own roadmap
    • Create a graceful handoff for you – and your clients
    • Accelerate growth and scale
    • Establish clear, measurable and achievable goals
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