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My Briefcase

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

photo of David Clarke

David Clarke

Director, Advisor Sales - Calgary-Plus

Phone 403-604-5169 Email davidr.clarke@bmo.com LinkedIn

David is Director of Sales for BMO Global Asset Management, based in Calgary, Alberta. He joined BMO in June 2012, and has been in the financial industry for more than 20 years. David spent the early part of his career as a Financial Advisor at TD Bank Financial Group. In 2008 he joined Franklin Templeton Investments as Regional Sales Manager for Alberta.

David holds an MBA from Dalhousie University as well as designations as a Certified Financial Planner® (CFP®), Chartered Investment Manager (CIM®), and is a Fellow of Canadian Securities Institute (FCSI). David is a four-time nominee for the “Top Under 40” award from the Investment Industry Association of Canada, and was named Wholesaler of the Year in 2018 by Wealth Professional Magazine.

Briefcase

Our Featured Items

Key current insights and product information

Managed Accounts Resource Briefcase

Advisor Support

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

Convergence Investing

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 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
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
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 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

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

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.

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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.