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My Briefcase

A one-stop shop for all the resources you need to stay ahead of the curve

photo of Brad Cross

Brad Cross

Director, Intermediary Distribution, Ottawa-Kingston

Phone 613-219-6064 Email Brad.Cross@bmo.com LinkedIn

I specialize in helping Investment Advisors better meet the needs of investors, by developing long-term partnerships, acting as a resource, and an idea-generator in their portfolio construction, decision-making and business-building initiatives.

I've worked in the financial services industry since 1994, in a variety of roles. My previous experience as investment advisor allows me to better understand the challenges advisors face. My years of experience allow me to better understand what clients need and expect from their sales partners. I am able to excel at this by focusing on unique marketing and tax strategies that help Advisors manage and grow their business. I possess expert product knowledge in managed assets, mutual funds, ETF's and segregated fund products, which gives me – and our Advisor partners – a competitive edge.

I consider my strengths to be relationship building, relationship management, business development, effective communications and presentation skills and an ability to plan and implement sales strategies designed to achieve the goals of the business.

Briefcase

My Featured Items

Key current insights and product information

Advisor Support

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

Convergence Investing

Auto Callable Structured Notes fund

Investment Strategy Resources

Tools to help build resilient portfolios

BMO Concentrated Global Equity Fund
BMO Concentrated Global Balanced Fund
BMO Enhanced Dividend Funds
BMO Low Volatility Canadian Equity Fund
BMO Guaranteed Investment Funds
Tactical Funds
Fixed Income
BMO Aggregate Bond ETF Fund
BMO Ultra Short-Term Bond ETF Fund
BMO Corporate Bond ETF Fund
BMO Sustainable Global Multi-Sector Bond Fund
BMO Mortgage and Short-Term Income Fund
Alternative Assets

BMO Guaranteed Investment Funds (GIFs)

Product Information
Client Material
Point-of-Sale Material
Client Videos
Applications & Administration
Fact Finders & Planning Documents

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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Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

Distribution yields are calculated by using the most recent regular distribution, or expected distribution, (which may be based on income, dividends, return of capital, and option premiums, as applicable) and excluding additional year end distributions, and special reinvested distributions annualized for frequency, divided by current net asset value (NAV). Distributions are not guaranteed, may fluctuate and are subject to change and/or elimination. Distribution rates may change without notice (up or down) depending on market conditions and net asset value (NAV) fluctuations. The payment of distributions should not be confused with a BMO Mutual Fund’s performance, rate of return or yield. If distributions paid by a BMO Mutual Fund are greater than the performance of the investment fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a BMO Mutual Fund, and income and dividends earned by a BMO Mutual Fund, are taxable in your hands in the year they are paid. Your adjusted cost base will be reduced by the amount of any returns of capital. If your adjusted cost base goes below zero, you will have to pay capital gains tax on the amount below zero.

Distributions, if any, for all series of securities of a BMO Mutual Fund (other than ETF Series) are automatically reinvested in additional securities of the same series of the applicable BMO Mutual Fund, unless the securityholder elects in writing that they prefer to receive cash distributions. For further information, see the distribution policy for the applicable BMO Mutual Fund in the simplified prospectus.

Legal and regulatory disclosures

This information is for Investment Advisors only. By accepting, you certify that you are an Investment Advisor. If you are NOT an Investment Advisor, please decline and view the content in the Investor or Institutional areas of the site. The website is for informational purposes only and is not intended to provide a complete description of BMO Global Asset Management’s products or services. Past performance is not indicative of future results. It should not be construed as investment advice or relied upon in making an investment decision. Products and services of BMO Global Asset Management are only offered in jurisdictions where they may be lawfully offered for sale. The information contained in this Website does not constitute an offer or solicitation by anyone to buy or sell any investment fund or other product, service or information to anyone in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. All products and services are subject to the terms of each and every applicable agreement. It is important to note that not all products, services and information are available in all jurisdictions outside Canada.