Skip to Main Content

My Briefcase

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

photo of John Nardozzi, BSc, MBA

John Nardozzi, BSc, MBA

Vice President - Prairies

Phone 403-763-7212 Email John.Nardozzi@bmo.com LinkedIn

With nearly a decade of financial services experience, John has in-depth knowledge of ETF trends, flows and trade ideas, which he uses to raise awareness of product offerings. He is known for his diligence and affable approach when fielding inquiries and values building strong relationships to support advisors and portfolio managers. John has obtained several designations from the Canadian Securities Institute and advocates for lifelong learning through mentorship or training. He holds a Bachelor of Science in Business Administration, Minor in Economics and Finance, from Olivet Nazarene University in Bourbonnais, Illinois, and an MBA from the Lazaridis School of Business at Wilfrid Laurier University in Waterloo, Ontario.

Briefcase

BMO ETFs - Canada's #1 ETF Provider

Leading the Canadian ETF Industry Forward Since 2009

Managed Accounts Resource Briefcase

BMO Mutual Funds

Award Winning Active Management + Innovative Solutions + Lowest Cost Mutual Fund Provider in Canada

Market Outlook & Key Fund Manager Commentary

Chief Investment Officer Sadiq Adatia, Head ETF Strategist Bipan Rai, Multi-Asset, Global Equity, & More!

BMO Global Equity Team Commentary

Insights from Award Winning Active Managers

BMO Global Equity Team Funds

Best-in-Class Global Equity (& Balanced Fund) Managers

Mutual Funds of ETFs at ETF Prices

World-Class Alternative Investments

The Carlyle Group, Goldman Sachs & Liquid Alts

BMO Guaranteed Investment Funds

Industry Leading Investment Solutions + Low Cost

Advisor Resources

4 Amazing BMO Funds

BMO US Small Cap, BMO European, BMO Monthly Income & BMO Dividend

Managed Solutions including BMO ETF Portfolios

Guide to Portfolios & Monthly Commentary

BMO ETF Portfolios

6 Actively Managed Portfolios of Low Cost ETFs

Structured Notes Mutual Funds

Strategic Equity & Strategic Fixed Income Yield Funds

Low Volatility Funds

Funds Specifically Designed to Manage Volatility

Cash Flow Solutions incl. Enhanced Dividend, Covered Call & Income

The Best Income Suite in Canada

Concentrated Global Equity & Concentrated Global Balanced Funds

High Conviction, High Quality & Long Term Growth

BMO Global Dividend Fund

Growth, Payout & Sustainability since 1997

Sustainable & ESG Funds

US Dollar Funds

Pure $USD exposure

BMO Carlyle Private Equity Strategies Fund

14-16% Target Net Returns from a Top 3 Global PE Firm

Alpha Managers Hedge Fund by Goldman Sachs

True Portfolio Diversification. Uncorrelated (Low Beta). Low Vol. Low Drawdown. 8-9% Target Net Returns

BMO Partners Group Private Markets Fund

Access the 4 'Food Groups' of Private Markets in 1 Fund: Private Equity, Private Credit, Real Estate, Infrastructure

Specialist Briefcases

Alternatives, Private Markets, Separately Managed Accounts (SMA) & BMO Guaranteed Investment Funds / Segregated Funds Briefcases

Book a Meeting with Me

Follow BMO

“BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.

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.

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.