Skip to Main Content

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

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.


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

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
Follow BMO

* As compared to an investment that generates an equivalent amount of interest income.

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. Certain of the products and services offered under the brand name, BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO).

BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing.

Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

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.

BMO Life Assurance Company is the issuer of the BMO Segregated Funds individual variable insurance contract referred to in the Information Folder and the guarantor of any guarantee provisions therein. The BMO GIF Information Folder and Policy Provisions provide full details and govern in all cases. BMO GIF products are offered through BMO Life Assurance, a separate legal entity than BMO Global Asset Management and wholly owned by BMO Financial Group. Segregated funds are only available for sale by individuals with appropriate insurance licences and are not considered a mutual fund. Segregated fund fees are higher than mutual funds as they include insurance fees to provide for the guarantees on deposits at maturity or on death.

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.