Skip to Main Content

My Briefcase

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

photo of Matthew Logan

Matthew Logan

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

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

Briefcase

Book a Meeting with Me

Quick Links

Useful Information at Your Fingertips

Quick Views

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

BMO Concentrated Global Equity & Concentrated Global Balanced Funds

High Conviction, High Quality & Long Term Growth

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

Specialist Briefcases

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

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.