As the advisory world transforms with CRM2 changes in motion, you want to stay relevant and keep your practice in a position to prosper for years to come. When you partner with a full-service, full-support firm like BMO GAM who can provide you with everything you need to succeed and help you manage change, you’ll be on your way to achieving your goals.
With mutual funds and ETFs, BMO GAM is one of the fastest growing asset managers in the world. BMO GAM is committed to providing meaningful innovation through our comprehensive investment solutions. With global reach and specialized expertise, we can help you exceed your client’s needs by offering our lowest possible fees to everyone.
On average, BMO Mutual Funds F Series Management fees are 25% lower than their Category Average*
As Canada’s leading provider of both F Series Mutual Funds and ETFs, we are committed to reducing fees across our mutual fund and ETFs and offering new innovative solutions. We understand the need for fees to be transparent, easy to understand, and of course low. We also understand that investors and advisors want innovative investment solutions to help achieve their financial goals. By offering our lowest cost solutions, regardless of portfolio size and without the complexity of fee tiers and paperwork, everyone can benefit from BMO Global Asset Management’s fee based solutions.
Full Spectrum of solutions meeting a diverse range of needs
Proven commitment to lower fees
No account minimums, or paperwork
Align your practice with CRM2 regulatory changes
| Industry Median Management Fee | BMO Mutual Funds Average Management Fee | Difference | % Lower | |
|---|---|---|---|---|
Canadian Dividend & Income Equity |
0,83 |
0,53 | -0,29 | -36% |
Canadian Equity |
0,81 | 0,53 |
-0,28 | -34% |
| Canadian Neutral Balanced | 0,83 | 0,48 | -0,34 | -42% |
| Global Equity | 0,93 | 0,65 | -0,28 | -30% |
| Global Fixed Income | 0,74 | 0,46 | -0,27 | -37% |
| U.S. Equity | 0,83 | 0,53 | -0,3 | -37% |
Since the launch of BMO ETFs in 2009, BMO GAM has been constantly improving both our F Series Mutual Funds and ETFs. Partner with an industry leader who is committed to keeping fees low and provides the full spectrum of solutions meeting a diverse range of needs including, mutual funds, ETFs, and cash flow solutions.
Introduces 7 new ETFs including Covered Call ETFs for enhanced income
Introduces 7 new ETFs including Covered Call ETFs for enhanced income
Choose from our fully diversified and competitively priced fee-based investment line-up, including Series F, Series F4, Series F6 Mutual Funds and Exchange Traded Funds (ETFs).
With fee based accounts, the investor and advisor set the advisor commission outside the fund. Through this negotiation, the investor knows exactly the cost of advice. Transparency of costs help investors make informed decision about their investments.
Negotiating a fee with each client allows flexibility to offer clients a rate that best suits their needs. Tailored solutions ensure alignment with a clients’ interest, allowing you to establish a long term, trustworthy relationship.
*Source: Morningstar Direct as of March 31, 2018.
**Data as of January 31 2017
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management U.S. and BMO’s specialized investment management firms.
BMO Mutual Funds refers to certain mutual funds and/or series of mutual funds offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal.
BMO Global Tax Advantage Funds are series classes of BMO Global Tax Advantage Funds Inc., managed by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. For details on how these funds are structured to allow transfers without the realization of capital gains, please read the fund facts or prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
®BMO (M-bar roundel symbol) is a registered trade-mark of Bank of Montreal.
For Mutual Funds:
1-800-668-7327
For ETFs:
1-800-361-1392
Connect with a Local Representative or ETF Specialist
