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Matthew Logan

Vice President, Intermediary Distribution serving Manitoba, Saskatchewan & NW Ontario

Phone 431-336-3782 Email Matthew.Logan@bmo.com LinkedIn

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from BMO's Chief Investment Officer Sadiq Adatia & Multi-Asset Solutions Team Led by Marchello Holditch

BMO Guaranteed Investment Funds

Combining Industry Leading Investment Solutions in a Low Cost Segregated Fund Wrapper

Alts - Private Markets & Hedge Funds - Featuring Industry Leading Managers: Goldman Sachs / Carlyle Group / Partners Group

Specific Sections on Carlyle & Partners Funds Below

Structured Notes Mutual Funds: BMO Strategic Equity Yield Fund & BMO Strategic Fixed Income Yield Fund

Income Generation with Structured Outcomes

BMO Global Equity Team Funds

Best-in-Class Global Equity Managers

Brian Belski Funds

Managed by BMO Capital Markets' Colourful Chief Investment Strategist

Low Volatility Funds

Funds Specifically Designed to Manage Volatility

BMO Enhanced Dividend, Income & Cash Flow Solutions

The Best Income Suite in Canada

BMO ETF Portfolios

6 Actively Managed Portfolios of Low Cost ETFs

3 Low Cost Core Fixed Income Funds - ZST, ZAG, ZCB

Available as Mutual Funds at ETF pricing

Other Popular Funds

BMO Carlyle Private Equity Strategies Fund

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

BMO Partners Group Private Markets Fund

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

BMO Concentrated Global Equity & Concentrated Global Balanced Funds

High Conviction, High Quality & Long Term Growth

Specialist Briefcases

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

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