Stay Informed: Weekly Touchpoints with Our PMs
To ensure you stay informed and can continue to add significant value to your clients, we're setting up re-occurring weekly touchpoints with our Portfolio Managers, giving you direct access to them.
MONTH OF MARCH
- Thursday, March 25 @ 1pm ET
Sarano Kelley, Effective Communication Techniques For Turning Prospects Into Clients In a Virtual World
WEBCAST: Click here to register - Tuesday, March 16 @ 2pm ET
SIA Wealth Management
WEBCAST: Click here to register - Tuesday, March 9 @ 1pm ET
Video Call with GuardCap's Michael Hughes, BMO Concentrated Global Equity
Featured Topic: Stable Staples
WEBCAST: click here to register
MONTH OF FEBRUARY
- Thursday, February 25 @ 1pm ET
Sarano Kelley, Building Relationships Through Personal and Social Connections
WEBCAST: Click here to register - Tuesday, February 16 @ 2pm ET
SIA Wealth Management
WEBCAST: Replay - Tuesday, February 9 @ 1pm ET - POSTPONED
Video Call with GuardCap's Michael Hughes, BMO Concentrated Global Equity
Featured Topic: Gender Lens Investing
MONTH OF JANUARY
- Tuesday, January 26 @ 1pm ET
Sarano Kelley, Operating in a Virtual World
WEBCAST: Replay - Tuesday, January 19 @ 11am ET
Video call with GuardCap's Michael Hughes, BMO Concentrated Global Equity Fund
Featured Topic: Personalized Medicine
WEBCAST: Replay
Call Summary - Thursday, January 14 @ 1pm ET
Video Call with Michael Gregory, BMO Capital Markets
Economic outlook: A shot in the arm
WEBCAST: Replay - Wednesday, January 13 @ 2pm ET
SIA Wealth Management
WEBCAST: Replay
WEEK OF DECEMBER 14-19
- Wednesday, December 16 @ 2pm ET
SIA Wealth Management
WEBCAST: Replay - Tuesday, December 15 @ 11am ET
2021: The Great Normalization, Fred Demers, BMO Global Asset Management
WEBCAST: Replay
WEEK OF NOVEMBER 30 - DECEMBER 4
- Tuesday, December 1 @ 1pm ET
Larry Berman, ETF Capital Management, BMO Tactical Dividend ETF Fund
WEBCAST: Replay
Call Summary
WEEK OF NOVEMBER 23-27
- Thursday, November 26 @ 1pm ET
Active Fixed Income: Generating Superior Returns in a Low Yield Environment, Andrew Osterback, BMO Global Asset Management
Webcast: Replay
WEEK OF NOVEMBER 16-20
- Wednesday, November 18 @ 11am ET
BMO ETF Portfolios: Reassessing Core Positioning Post-Election with Steven Shepherd, BMO Global Asset Management
Webcast: Replay - Wednesday, November 18 @ 2pm ET
SIA Wealth Management: Monthly Market Outlook - Election Breakdown
WEBCAST: Replay
WEEK OF OCTOBER 26-30
- Tuesday, October 27 @ 12pm ET
Larry Berman, ETF Capital Management, BMO Tactical Dividend ETF Fund
WEBCAST: Replay - Wednesday, October 28 @ 2pm ET
SIA Wealth Management
WEBCAST: Replay
WEEK OF OCTOBER 19-23
- Tuesday, October 20 @ 1pm ET
Michael Hughes, GuardCap Asset Management, BMO Concentrated Global Equity Fund
WEBCAST: Replay
WEEK OF OCTOBER 12-16
- Wednesday, October 14 @ 10:30am ET
Nick Henderson, BMO Global Asset Management - BMO Sustainable Opportunities Global Equity Fund
WEBCAST: Replay
WEEK OF OCTOBER 5-9
- Wednesday, October 7 @ 10:30am ET
Jon Adams and Mark Raes, BMO Global Asset Management - U.S. Elections, what you and your clients need to consider
WEBCAST: Replay - Wednesday, October 7 @ 2pm ET
SIA Wealth Management
WEBCAST: Replay
We remain fully open for business and want to help you strike the right balance between taking the right precautions to protect yourself and your family while at the same time staying well informed.
Please reach out to your BMO GAM Representative if you have any questions.