Internal Sales, Intermedinary Distribution
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.
Key current insights and product information
Tools to help build resilient portfolios
Market updates and other strategic aids
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.
* As compared to an investment that generates an equivalent amount of interest income.
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BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, and trust and custody services. BMO Global Asset Management comprises BMO Asset Management Inc. and BMO Investments Inc. 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).
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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.
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