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My Briefcase

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

photo of Dave Ironside

Dave Ironside

CIM, Director, Intermediary Distribution

Phone 403-470-9611 Email dave.ironside@bmo.com LinkedIn

Dave is joining us as a wholesaler and brings with him 8 years of industry experience working with advisor teams across Alberta and Saskatchewan. His experience working within the advisor community has allowed him to create meaningful partnerships. Dave is a graduate of the Haskayne School of Business at the University of Calgary and has successfully completed his CIM®.

Briefcase

Advisor Support

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

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Key current insights and product information

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BMO Segregated Funds

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Investment Strategy Resources

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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