Managed Accounts
Resource Briefcase
Martin Lafrance
Vice President, Managed Accounts, Eastern Canada
Martin leads BMO's GAM efforts in Eastern Canada to support the BMO mandates in the BluePrint and Architect programs.
He has over 20 years of industry experience in Banking, Mutual Funds, Segregated Funds, Private Pools and Baskets distribution. Martin began in the industry in 2002 with National Bank in bank branch services for 10 years, moved to National Bank Investment as an Inside Sales Representative for four years, and subsequently joined BMO in 2016 as an Inside Sales Representative before transitioning to his current role. Martin has Bachelor of Business Administration in Finance from Université du Québec en Outaouais.
- Roadmap
- Fund Profiles
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Sales Aids
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Sales Aids
- BMO GAM U.S. Equity Sector Neutral Portfolio - July 2024
- BMO AM Enhanced Total Equity & Enhanced Balanced Portfolios - June 2024
- Pyrford North American Equity Portfolio (Constrained) - June 2024
- Pyrford North American Equity Portfolio (Unconstrained) - June 2024
- BMO GAM Global Equity Sector Neutral Portfolio - June 2024
- BMO ETF Portfolios/BMO Tactical ETF Portfolios - June 2024
- BMO AM Canadian Core Plus Balanced Portfolio - December 2023
- BMO’s Suite of Balanced SMA Portfolios: Strategies Designed to Perform in Bull and Bear Markets
- BMO AM Dividend Equity & BMO Enhanced Yield ETF Portfolio - March 2023
- BMO AM Income and Growth – Architect and Blueprint
- Fundamental Equities Mandates – Architect and Blueprint
- BMO Asset Management ETF Strategies
- SEI Quadrant Platform vs. BMO Nesbitt Burns Meridian Platform (MF)
- SEI Quadrant Platform vs. BMO Nesbitt Burns Meridian Platform (SMA)
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- Model Portfolios
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Monthly Performance and Commentaries
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Monthly Performance and Commentaries
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Trade Updates
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Trade Updates
- Trade Update - BMO AM Canadian Stock Selection – Architect, BMO AM Canadian Balanced – Architect, BP Canadian Equity – BluePrint, BP Balanced – BluePrint, BP Canadian Balanced – BluePrint, BP Total Equity – BluePrint - August 9, 2024
- Trade Update - BMO GAM Global Equity Sector Neutral Portfolio (Architect) - July 25, 2024
- Trade Update - BMO GAM U.S. Equity Sector Neutral Portfolio (Architect) - July 23, 2024
- Trade Update - BP Canadian Core Plus Balanced (Capital Markets) (Blueprint) - July 9, 2024
- Trade Update - BMO GAM U.S. Equity Sector Neutral Portfolio (Architect) - June 7, 2024
- Trade Update - BMO AM Canadian Stock Selection – Architect, BMO AM Canadian Balanced – Architect, BP Canadian Equity – BluePrint, BP Balanced – BluePrint, BP Canadian Balanced – BluePrint, BP Total Equity – BluePrint - June 3, 2024
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Presentations, Webcasts & Videos
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Presentations, Webcasts & Videos
- Presentations & Webcasts
- Fixed Income – Monthly Update (BluePrint) (March 2024)
- Fundamental Equities – BMO AM Dividend Equity Portfolio (BluePrint) (March 2024)
- Fundamental Equities – BMO AM Canadian Stock Selection Portfolio (Architect), BMO AM Canadian Equity Portfolio (BluePrint) (March 2024)
- Pyrford – North American Equity Strategies, Global Equity and International Equity (May 2024)
- Global Equities – U.S. Equity Sector Neutral Portfolio (April 2024)
- Fixed Income – BluePrint Fixed Income Strategies Investment Update (December 2023)
- Fundamental Equities – BMO AM Enhanced Total Equity Portfolio and Enhanced Balanced Portfolio (September 2023)
- Pyrford – International Equity (ADR) (September 2022)
- Videos
- Pyrford – North American Equity Strategies (October 2023)
- Global Equities – Meet the Expanded Team (May 2023)
- Fundamental Equities – Identifying the Trailblazers of Sustainability
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- Architect Platform
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Responsible Investing (ESG)
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Responsible Investing (ESG)
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Alternatives
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Alternatives
- Articles
- There’s a World of Private Investing Available for Institutional Investors. Here’s How Your Clients Can Access It.
- Fund Profiles
- BMO AM Global Absolute Return Bond Fund
- Sales Aids
- Alternatives – BMO First Canadian Capital Partners (Parallel) II, LP (May 2024; For Accredited Investor Use Only)
- BMO Georgian Alignment II Access Fund LP ("Access Fund")
- First Canadian Commercial Real Estate Fund - October 2022
- BMO AM Global Absolute Return Bond Fund
- Presentations
- BMO Georgian Alignment II Access Fund LP: Firm and Fund Strategy Overview - January 2023
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