Managed Accounts

Resource Briefcase

Photo of Amaan-Zahid

Amaan Zahid

Vice President, Managed Accounts Distribution

647-210-1741
Amaan.Zahid@bmo.com
LinkedIn

Roadmap
- Roadmap - August 2024
Fund Profiles
- Fund Profiles
Sales Aids
- Sales Aids
Model Portfolios
- Model Portfolios
Monthly Performance and Commentaries
- Monthly Performance and Commentaries
Trade Updates
- Trade Updates
Presentations, Webcasts & Videos
- Presentations, Webcasts & Videos
Architect Platform
- Architect Platform
Responsible Investing (ESG)
- Responsible Investing (ESG)
  - Responsible Investing
Alternatives
- Alternatives

Privacy
Legal
Security
Accessibility

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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.