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

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
Our Featured Items
Key current insights and product information
BMO Segregated Funds
Investment Strategy Resources
Tools to help build resilient portfolios
Asset Allocation
Market updates and other strategic aids
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