Invest like a visionary.

Introducing three disruptive innovation funds by BMO in partnership with ARK.

Cover life’s little extras with an all-in-one covered call ETF.

NEW! BMO Global Enhanced Income Fund – ETF Series ZWQT

Retirement solutions you can count on.

Dependable cash flow with: ZGRO.T ZBAL.T

The power of Structured Notes recreated in a BMO Mutual Fund.

Introducing the BMO Strategic Equity Yield Fund.

A Principled Equation

As stewards of capital, our guiding principles shape how we approach investing and how we work together with investors.

Responsive + Committed

Investors look for a partner who stays ahead of significant shifts in the markets, identifies threats and opportunities and turns those insights into action. Our investment expertise spans across market views, asset classes and geographies to help inform better investment decisions.

Humanity + Planet

Managing money is personal – it’s about peoples’ lives and, increasingly, the livelihood of our planet. We take this responsibility seriously with a firm commitment to understanding how capital markets and investment decisions influence the lives of people and our planet.

Expertise + Solution

Investors are increasingly seeking a thoughtful approach to solving investment challenges. For example, how can your interest in climate action be reflected in your portfolio holdings? Well-informed decisions are supported by our consultative approach and comprehensive investment expertise.

Shaping investing for a changing world

Our Responsible Investment 2022 Annual Report highlights the work we’ve done to achieve positive outcomes for our clients.


Responsible Investment
September 27, 2023

Reconciliation, Reflection and Action

We reflect on National Day for Truth and Reconciliation and express our commitment to year-round reconciliation action.
September 25, 2023

Sidestepping Cracks in Uncertain Markets

For the past several months, we’ve emphasized that the near-term economic outlook is relatively healthy, and that it’s not yet time to shift to a more defensive stance.
Sadiq Adatia
Weekly Commentary
September 25, 2023
September 2023

A Housing Head Fake

With inflation proving sticky in the U.S., are more rate hikes from the Fed in the cards? Will banks continue to be left behind as markets rally?
Sadiq Adatia
Weekly Commentary
September 18, 2023
September 2023

The ABCs of Alphabet’s Potential Breakup

Is the European Central Bank close to a rate-hiking pause? Could Alphabet be broken up by regulators, and what would that mean for Tech?
Sadiq Adatia
Weekly Commentary
September 11, 2023
September 2023

Will a September Selloff Lead to a December Rally?

What are the takeaways from the Bank of Canada’s latest interest rate decision? Should investors be expecting an autumn pullback in markets?
Sadiq Adatia
Weekly Commentary
September 5, 2023
September 2023

An Unusual Week: Jackson Hole and Q3 Bank Earnings

What did we learn from the Jackson Hole symposium?