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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.

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

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., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms. 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.

BMO Life Assurance Company is the issuer of the BMO Segregated Funds individual variable insurance contract referred to in the Information Folder and the guarantor of any guarantee provisions therein. The BMO GIF Information Folder and Policy Provisions provide full details and govern in all cases. BMO GIF products are offered through BMO Life Assurance, a separate legal entity than BMO Global Asset Management and wholly owned by BMO Financial Group. Segregated funds are only available for sale by individuals with appropriate insurance licences and are not considered a mutual fund. Segregated fund fees are higher than mutual funds as they include insurance fees to provide for the guarantees on deposits at maturity or on death.