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My Briefcase

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

photo of Edward Ku

Edward Ku

Director, Intermediary Distribution, GTA North

Phone 647-627-3057 Email Edward.Ku@bmo.com LinkedIn

Edward has over 21 years of experience in the financial services industry. For the last 16 years of his career Edward has been working with advisors in Central Ontario to grow their businesses. Edward represents BMO's suite of Mutual Funds, ETFS, ETF Portfolios and Segregated Funds. He is a graduate of Concordia University and has successfully completed level 1 of the CFA program.

Briefcase

Our Featured Items

Key current insights and product information

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 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
BMO 100% U.S. Dollar Solutions
Emerging Market Funds
ESG ETF Resources

Asset Allocation

Market updates and other strategic aids

BMO Segregated Funds

BMO Segregated Funds

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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