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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 [email protected] 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

Mutual Funds – Codes and Fees
Mutual Funds – Fund Facts
BMO Global Asset Management Website
Canadian ETF Dashboard
CE Credit Portal
Fee-Based Fund Code List

Our Featured Items

Key current insights and product information

Fixed Income
BMO Active Fixed Income Funds Sales Aid BMO Mortgage & Short Term Income Fund - F Series Fund Profile BMO Mortgage & Short Term Income Fund - Advisor Series Fund Profile BMO Core Plus Bond Fund – Advisor Series Fund Profile BMO Core Plus Bond Fund – F Series Fund Profile BMO World Bond Fund – F Series Fund Profile BMO World Bond Fund – Advisor Series Fund Profile PIMCO managed – BMO Global Strategic Bond Fund - Advisor Series Profile PIMCO managed – BMO Global Strategic Bond Fund - F Series Profile BMO Global Multi-Sector Bond Fund – Advisor Series Fund Profile BMO Global Multi-Sector Bond Fund – F Series Fund Profile
Balanced
BMO Monthly Income Fund – Advisor Series Fund Profile BMO Monthly Income Fund – F Series Fund Profile
Canadian Equity
BMO Canadian Stock Selection Fund – Advisor Series Fund Profile BMO Canadian Stock Selection Fund – F Series Fund Profile BMO Dividend Fund – Advisor Series Fund Profile BMO Dividend Fund – F Series Fund Profile BMO Growth Opportunities Fund – Advisor Series Fund Profile BMO Growth Opportunities Fund – F Series Fund Profile BMO Canadian Small Cap Equity Fund – Advisor Series Fund Profile BMO Canadian Small Cap Equity Fund – F Series Fund Profile BMO Low Volatility Canadian Equity Fund - Sales Aid BMO Low Volatility Canadian Equity Fund - Advisor Fund Profile BMO Low Volatility Canadian Equity Fund - F Series Fund Profile
U.S. Equity
BMO U.S. Equity Plus Fund (Brian Belski) – Advisor Series Fund Profile BMO U.S. Equity Plus Fund (Brian Belski) – F Series Fund Profile
Retirement Portfolios
BMO Retirement Income Portfolio – Advisor Series Fund Profile BMO Retirement Income Portfolio – F Series Fund Profile BMO Retirement Conservative Portfolio – Advisor Series Fund Profile BMO Retirement Conservative Portfolio – F Series Fund Profile BMO Retirement Balanced Portfolio – Advisor Series Fund Profile BMO Retirement Balanced Portfolio – F Series Fund Profile
BMO Enhanced Dividend Funds
Monthly Update - F Series Monthly Update - Advisor Series
BMO Segregated Funds
Segregated Funds – Full List of all Forms & Sales Aids BMO Seg Fund Client Name Application BMO Seg Fund Nominee Application BMO Seg Fund TFSA Application BMO Guaranteed Investment Funds Website BMO Guaranteed Investment Funds Guide (Advisor) BMO Guaranteed Investment Funds Guide (Client) BMO Seg Fund Performance Report Product Overview Why Seg Funds vs. Mutual Funds Guaranteed Investment Fund Taxation Basics BMO Dividend Fund GIF vs. GIC BMO Growth ETF Portfolio GIF vs. GIC BMO Balanced ETF Portfolio GIF vs. GIC 100/100 Guaranteed Investment Fund - Sales Aid BMO Guaranteed Investment Fund - Taxation Basics Why Avoid Probate - Ontario BMO GIF Information Folder & Policy Provisions
BMO Concentrated Global Equity and Balanced Funds
BMO Concentrated Global Equity Fund - Advisor Series Fund Profile BMO Concentrated Global Equity Fund - F Series Fund Profile BMO Concentrated Global Equity Fund - Client Aid BMO Concentrated Global Equity Fund - Client Video BMO Concentrated Global Balanced Fund - Advisor Series Fund Profile BMO Concentrated Global Balanced Fund - F Series Fund Profile BMO Concentrated Global Balanced Fund - Sales Aid
Industry ETFs and ETF Portfolios
BMO ETF Portfolios Toolkit ETF Roadmap BMO Fixed Income ETF Portfolio - Advisor Series Fund Profile BMO Fixed Income ETF Portfolio - F Series Fund Profile BMO Income ETF Portfolio - Advisor Series Fund Profile BMO Income ETF Portfolio - F Series Fund Profile BMO Income ETF Portfolio - Corp. Class Advisor Series Fund Profile BMO Income ETF Portfolio - Corp. Class F Series Fund Profile BMO Conservative ETF Portfolio - Advisor Series Fund Profile BMO Conservative ETF Portfolio - F Series Fund Profile BMO Balanced ETF Portfolio - Advisor Series Fund Profile BMO Balanced ETF Portfolio - F Series Fund Profile BMO Balanced ETF Portfolio - Corp. Class Advisor Series Fund Profile BMO Balanced ETF Portfolio - Corp. Class F Series Fund Profile BMO Growth ETF Portfolio - Advisor Series Fund Profile BMO Growth ETF Portfolio - F Series Fund Profile BMO Growth ETF Portfolio - Corporate Class Advisor Series Fund Profile BMO Growth ETF Portfolio - Corporate Class F Series Fund Profile BMO Equity Growth ETF Portfolio - Advisor Series Fund Profile BMO Equity Growth ETF Portfolio - F Series Fund Profile BMO Equity Growth ETF Portfolio - Corporate Class Advisor Series Fund Profile BMO Equity Growth ETF Portfolio - Corporate Class F Series Fund Profile
BMO 100% U.S. Dollar Solutions
BMO U.S. Dollar Monthly Income Fund - Advisor Series Profile BMO U.S. Dollar Monthly Income Fund - F Series Fund Profile BMO U.S. Dollar Dividend Fund - Advisor Series Profile BMO U.S. Dollar Dividend Fund - F Series Fund Profile BMO U.S. Dollar Balanced Fund - Advisor Series Profile BMO U.S. Dollar Balanced Fund - F Series Fund Profile
Guardian Managed Funds
BMO Concentrated Global Equity Fund - Advisor BMO Concentrated Global Equity Fund - Series F BMO Monthly High Income Fund II - Advisor BMO Monthly High Income Fund II - Series F Monthly High Income Fund II – Historical Track Record BMO Monthly Dividend Fund Ltd. - Advisor BMO Monthly Dividend Fund Ltd. - Series F BMO Global Dividend Fund - Advisor BMO Global Dividend Fund - Series F BMO Global Dividend Fund - Advisor BMO Growth and Income Fund - Series F
Emerging Market Funds
BMO Emerging Markets Fund – Advisor Series Fund Profile BMO Emerging Markets Fund – F Series Fund Profile BMO Asian Growth & Income Fund – Advisor Series Fund Profile BMO Asian Growth & Income Fund – F Series Fund Profile
Larry Berman Funds
Tactical Funds – ETF Capital Management Inc.
SIA Charts – SIA Wealth Management Inc.
SIA North American – Fund profile SIA North American – Sales aid SIA Canadian Equity – Fund profile SIA Canadian Equity – Sales aid Tactical Global Asset Allocation – Fund profile Tactical Global Asset Allocation – Sales aid Tactical Funds – SIA Wealth Management Inc.
BMO Fund Fact Sheets
Looking for CE Credits?

BMO Segregated Funds

BMO Segregated Funds
Segregated Funds – Full List of all Forms & Sales Aids BMO Seg Fund Client Name Application BMO Seg Fund Nominee Application BMO Seg Fund TFSA Application BMO Guaranteed Investment Funds Website BMO Guaranteed Investment Funds Guide (Advisor) BMO Guaranteed Investment Funds Guide (Client) BMO Seg Fund Performance Report Product Overview Why Seg Funds vs. Mutual Funds Guaranteed Investment Fund Taxation Basics BMO Dividend Fund GIF vs. GIC BMO Growth ETF Portfolio GIF vs. GIC BMO Balanced ETF Portfolio GIF vs. GIC 100/100 Guaranteed Investment Fund - Sales Aid BMO Guaranteed Investment Fund - Taxation Basics Why Avoid Probate - Ontario BMO GIF Information Folder & Policy Provisions

Investment Strategy Resources

Tools to help build resilient portfolios

Industry ETFs and ETF Portfolios
BMO ETF Portfolios Toolkit ETF Roadmap BMO Fixed Income ETF Portfolio - Advisor Series Fund Profile BMO Fixed Income ETF Portfolio - F Series Fund Profile BMO Income ETF Portfolio - Advisor Series Fund Profile BMO Income ETF Portfolio - F Series Fund Profile BMO Income ETF Portfolio - Corp. Class Advisor Series Fund Profile BMO Income ETF Portfolio - Corp. Class F Series Fund Profile BMO Conservative ETF Portfolio - Advisor Series Fund Profile BMO Conservative ETF Portfolio - F Series Fund Profile BMO Balanced ETF Portfolio - Advisor Series Fund Profile BMO Balanced ETF Portfolio - F Series Fund Profile BMO Balanced ETF Portfolio - Corp. Class Advisor Series Fund Profile BMO Balanced ETF Portfolio - Corp. Class F Series Fund Profile BMO Growth ETF Portfolio - Advisor Series Fund Profile BMO Growth ETF Portfolio - F Series Fund Profile BMO Growth ETF Portfolio - Corporate Class Advisor Series Fund Profile BMO Growth ETF Portfolio - Corporate Class F Series Fund Profile BMO Equity Growth ETF Portfolio - Advisor Series Fund Profile BMO Equity Growth ETF Portfolio - F Series Fund Profile BMO Equity Growth ETF Portfolio - Corporate Class Advisor Series Fund Profile BMO Equity Growth ETF Portfolio - Corporate Class F Series Fund Profile
BMO Concentrated Global Equity and Balanced Funds
BMO Concentrated Global Equity Fund - Advisor Series Fund Profile BMO Concentrated Global Equity Fund - F Series Fund Profile BMO Concentrated Global Equity Fund - Client Aid BMO Concentrated Global Equity Fund - Client Video BMO Concentrated Global Balanced Fund - Advisor Series Fund Profile BMO Concentrated Global Balanced Fund - F Series Fund Profile BMO Concentrated Global Balanced Fund - Sales Aid
Fixed Income
BMO Active Fixed Income Funds Sales Aid BMO Mortgage & Short Term Income Fund - F Series Fund Profile BMO Mortgage & Short Term Income Fund - Advisor Series Fund Profile BMO Core Plus Bond Fund – Advisor Series Fund Profile BMO Core Plus Bond Fund – F Series Fund Profile BMO World Bond Fund – F Series Fund Profile BMO World Bond Fund – Advisor Series Fund Profile PIMCO managed – BMO Global Strategic Bond Fund - Advisor Series Profile PIMCO managed – BMO Global Strategic Bond Fund - F Series Profile BMO Global Multi-Sector Bond Fund – Advisor Series Fund Profile BMO Global Multi-Sector Bond Fund – F Series Fund Profile
Retirement Portfolios
BMO Retirement Income Portfolio – Advisor Series Fund Profile BMO Retirement Income Portfolio – F Series Fund Profile BMO Retirement Conservative Portfolio – Advisor Series Fund Profile BMO Retirement Conservative Portfolio – F Series Fund Profile BMO Retirement Balanced Portfolio – Advisor Series Fund Profile BMO Retirement Balanced Portfolio – F Series Fund Profile
Balanced
BMO Monthly Income Fund – Advisor Series Fund Profile BMO Monthly Income Fund – F Series Fund Profile
Canadian Equity
BMO Canadian Stock Selection Fund – Advisor Series Fund Profile BMO Canadian Stock Selection Fund – F Series Fund Profile BMO Dividend Fund – Advisor Series Fund Profile BMO Dividend Fund – F Series Fund Profile BMO Growth Opportunities Fund – Advisor Series Fund Profile BMO Growth Opportunities Fund – F Series Fund Profile BMO Canadian Small Cap Equity Fund – Advisor Series Fund Profile BMO Canadian Small Cap Equity Fund – F Series Fund Profile BMO Low Volatility Canadian Equity Fund - Sales Aid BMO Low Volatility Canadian Equity Fund - Advisor Fund Profile BMO Low Volatility Canadian Equity Fund - F Series Fund Profile
U.S. Equity
BMO U.S. Equity Plus Fund (Brian Belski) – Advisor Series Fund Profile BMO U.S. Equity Plus Fund (Brian Belski) – F Series Fund Profile
BMO Enhanced Dividend Funds
Monthly Update - F Series Monthly Update - Advisor Series
BMO ESG Mutual Funds
Sustainable Opportunities Global Equity Fund - Client Aid Sustainable Opportunities Global Equity Fund - Top Equity Holdings Sustainable Opportunities Global Equity Fund - F Series Fund Profile Women in Leadership Fund - Client Aid Women in Leadership Fund - Top Equity Holdings Women in Leadership Fund - F Series Fund Profile
BMO Segregated Funds
Segregated Funds – Full List of all Forms & Sales Aids BMO Seg Fund Client Name Application BMO Seg Fund Nominee Application BMO Seg Fund TFSA Application BMO Guaranteed Investment Funds Website BMO Guaranteed Investment Funds Guide (Advisor) BMO Guaranteed Investment Funds Guide (Client) BMO Seg Fund Performance Report Product Overview Why Seg Funds vs. Mutual Funds Guaranteed Investment Fund Taxation Basics BMO Dividend Fund GIF vs. GIC BMO Growth ETF Portfolio GIF vs. GIC BMO Balanced ETF Portfolio GIF vs. GIC 100/100 Guaranteed Investment Fund - Sales Aid BMO Guaranteed Investment Fund - Taxation Basics Why Avoid Probate - Ontario BMO GIF Information Folder & Policy Provisions
Larry Berman Funds
Tactical Funds – ETF Capital Management Inc.
SIA Charts – SIA Wealth Management Inc.
SIA North American – Fund profile SIA North American – Sales aid SIA Canadian Equity – Fund profile SIA Canadian Equity – Sales aid Tactical Global Asset Allocation – Fund profile Tactical Global Asset Allocation – Sales aid Tactical Funds – SIA Wealth Management Inc.
BMO 100% U.S. Dollar Solutions
BMO U.S. Dollar Monthly Income Fund - Advisor Series Profile BMO U.S. Dollar Monthly Income Fund - F Series Fund Profile BMO U.S. Dollar Dividend Fund - Advisor Series Profile BMO U.S. Dollar Dividend Fund - F Series Fund Profile BMO U.S. Dollar Balanced Fund - Advisor Series Profile BMO U.S. Dollar Balanced Fund - F Series Fund Profile
Guardian Managed Funds
BMO Concentrated Global Equity Fund - Advisor BMO Concentrated Global Equity Fund - Series F BMO Monthly High Income Fund II - Advisor BMO Monthly High Income Fund II - Series F Monthly High Income Fund II – Historical Track Record BMO Monthly Dividend Fund Ltd. - Advisor BMO Monthly Dividend Fund Ltd. - Series F BMO Global Dividend Fund - Advisor BMO Global Dividend Fund - Series F BMO Global Dividend Fund - Advisor BMO Growth and Income Fund - Series F
Emerging Market Funds
BMO Emerging Markets Fund – Advisor Series Fund Profile BMO Emerging Markets Fund – F Series Fund Profile BMO Asian Growth & Income Fund – Advisor Series Fund Profile BMO Asian Growth & Income Fund – F Series Fund Profile
ESG ETF Resources
Responsible About Investment Understanding BMO ESG ETFs ESG ETF Due Diligence Checklist BMO ESG ETFs – Solutions for investor looking to align their investments with their values BMO ETFs Proxy Voting Dashboard BMO Proxy Voting Search Decoding Responsible Investing Responsible Investing: Creating a Sustainable Advantage for Your Practice Market Trends & New ETFs MSCI ESG Leaders Methodology MSCI ESG Ratings Methodology MSCI Ratings on Individual Stocks MSCI ESG Index Comparison Fiduciary Duty in the 21st Century

Asset Allocation

Market updates and other strategic aids

Inflation and Investment Return
Benefits of Asset Allocation
Some of the Top Reasons Not to Invest Over the Last 3 Decades
Market Corrections Are Not Uncommon
2022 Wealth Planning Facts & Figures
ETF Roadmap
This Week in the Markets
Multi-Asset Solutions Team Outlook

PM Corner Videos

Investing in Canadian Small Cap
Rethinking Your Core Bond Strategy
CGE: Looking Past Inflation Fears
Finding Gems in China's Equity Market
Is Global Fixed Income Dead?
Why Retirement Portfolios Continue to Attract
Why Investing in Women Pays Off

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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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.