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Introducing the BMO Sustainable Opportunities Canada Equity Fund.

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We have engineered a lineup of mutual fund and ETFs as diverse as your clients’ needs.

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November 2020

Next level client education: a winning strategy

Innovating to attract clients, Scott Bonertz and Thomas Diederichs, portfolio managers, Raymond James, developed a unique academic approach. These partners share their successful strategy – and explain how education and financial planning can be a winning combination for Advisors.

November 2020

Betting on cautious optimism – Q4 “five lenses” update

As autumn turns to winter, both upside and uncertainty hang in the air. The market recovery, which began on March 23, has caused a divergence in performance between sectors, asset classes and geographies. For timely guidance on asset allocation, Fred Demers, Director of the Multi-Asset Solutions Team (MAST), delivers an update on markets using BMO’s proprietary “five lenses” approach

November 2020

The estate wedge: a new way to build value

Advisors looking to expand their business and bring meaningful, value-add solutions to their clients should look to the “estate wedge” strategy, according to Richard Poulin, Director, Intermediary Distribution, Niagara, who outlines how to make this a reality by building awareness and taking a targeted approach to client segmentation.

November 2020

November Monthly MAST Commentary: Reset at the White House and Good News on COVID-19 Vaccine

Removal of U.S. political uncertainty and positive news on a COVID-19 vaccine should ensure a robust economic and earnings recovery in 2021 even though mobility is likely to be restrained this winter.

November 2020

The focus narrows, but too close to call

Election night clarity was probably too much to hope for.

October 2020

November nail-biter?

Given the current structure of the race, a Democratic presidency looks likely, coupled with a very slight Democratic edge in the Senate.

October 2020

The U.S. Presidential Election Still Looms, But Risks of a Wild Night Have Eased

Election uncertainty, while still elevated, has improved.

October 2020

Missed opportunities in buying and selling a book

As the industry adjusts to the new normal, many Advisors are wondering if the time is right to exit or snap up a new book of business. Seasoned IA-turned-consultant, Jerry Butler, Founder and President of Queenston Consulting, provides an overview of the succession planning environment, and offers tips on how both sides can make the best deal possible.

October 2020

Tap into RI growth with a professional designation

As responsible investing (RI) quickly becomes best practice for the investment industry at large, James Leung, Portfolio Manager, CIBC Wood Gundy, shares his insights on the many benefits of attaining a certified designation in the space – including differentiating your practice and attracting new business.

October 2020

The case for the 60/40 balanced stock-bond portfolio

The 60/40 balanced stock-bond portfolio had a great run for a number of decades, but rumours of its death are back with the collapse of interest rates across the yield curve.

October 2020

October Monthly MAST Commentary: COVID-19 Catching President Trump, U.S. Politics, and Second-Wave Anxiety Temper Euphoria, not Optimism

Global equities registered a disappointing performance in September, but the macro news confirmed the recovery was well underway and lost ground is being recovered relatively fast.

October 2020

Consumer Confidence not Deterred by COVID Resurgence

Many countries and regions are seeing a resurgence of COVID cases, bringing back mobility restrictions.

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