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BMO Private Banking manages over $24 billion in assets through its investment arm, BMO Private Investment Counsel Inc. – one of Canada's oldest and largest investment counselling firms.

 

As a client, you benefit from having a dedicated Investment Counsellor, backed by our award-winning investment platform. Our Investment Policy Committee follows a principles-based approach that keeps our investment decisions aligned with your goals.



HOW WE HELP

 


 

We will work with you to build a personalized investment plan that reflects your ongoing needs and objectives.

A PERSONALIZED INVESTMENT STRATEGY

 

We can create an investment strategy that fits your unique needs and goals, and set expectations about the level of risk that is acceptable to you.

 

We can create an investment strategy that fits your unique needs and goals, and set expectations about the level of risk that is acceptable to you.

VALUABLE INVESTMENT ADVICE

 

By accessing world-class asset managers, we can build a diversified portfolio that anticipates your needs and responds to risks and opportunities.

 

By accessing world-class asset managers, we can build a diversified portfolio that anticipates your needs and responds to risks and opportunities.

 

We offer an award-winning investment platform that's proven to help our clients reach their investment objectives. Our investment strategies are guided by a framework of principles that embody our best thinking and strongest beliefs about how to help our clients.

A FOCUS ON ACHIEVING YOUR GOALS

 

Working with a dedicated Investment Counsellor, you will stay informed about your financial progress. We will adjust your strategy regularly to both external conditions and transitions in your personal life, to ensure we remain on track to reach your goals.

 

Working with a dedicated Investment Counsellor, you will stay informed about your financial progress. We will adjust your strategy regularly to both external conditions and transitions in your personal life, to ensure we remain on track to reach your goals.

 

Our ultimate benchmark is your financial success – everything we do is driven by your needs and goals. We pursue this aim through consistent, client-driven, principled action, and we integrate your portfolio with every aspect of your Wealth Plan.




PROSPECTUSES & FINANCIAL REPORTS

 


 

Prospectuses, Financial Reports & Other Important Information

 

 

BMO Private Portfolios Financial Reports & Prospectuses

Fund Facts

The Fund Facts documents highlight key information about each BMO Private Portfolio, including holdings, performance history, and investor suitability.

 

 


BMO Private Portfolios Simplified Prospectus

The simplified prospectus contains selected important information about the BMO Private Portfolios.

 

 


Annual Information Form

This annual information form contains important information about the BMO Private Portfolios and is designed to supplement the information presented in the Portfolios' simplified prospectus.

 

 


Management Report of Fund Performance

The Management Report of Fund Performance (MRFP) is a disclosure document that supplements the BMO Private Portfolio's annual and semi-annual financial statements. This report is released twice each year and provides an overview of the position and financial results of the Portfolio for the relevant period, including:

 

  • Information about the performance of the Portfolio, including factors that had a material effect on Portfolio performance or investment activities;
  • Summary of the Portfolio's investments;
  • Key financial statistics and performance measures.

 

 

Annual MRFP December 2014

 

 

 

 

Semi-Annual MRFP 2015

 

 


BMO Private Portfolios Financial Statements

 

Annual 2014

 

The December 31, 2014 Annual Financial Statements include details of the investment portfolios and financial statements for the Portfolios as at December 31, 2014.

 

 

 

 

Semi-Annual 2015

 

2015 Semi-Annual Financial Statements include details of the investment portfolios and financial statements for the Portfolios.

 

 


Quarterly Portfolio Disclosure


Proxy Voting


Other Important Information

BMO Mutual Funds Series O Financial Reports & Prospectues

Series O Fund Facts


BMO Mutual Funds – Simplified Prospectuses

Fund-specific information:

 

  • BMO U.S. High Yield Bond Fund: pages 55-56
  • BMO Preferred Share Fund: pages 51-52

 

 


BMO Mutual Funds – Annual Information Forms


BMO Mutual Funds – Management Reports of Fund Performance


BMO Mutual Funds – Financial Statements


BMO Mutual Funds – Quarterly Portfolio Disclosure


 

 

For other legal and regulatory documents related to the BMO Mutual Funds (such as Proxy Records and Proxy Voting Policy), please click on the BMO Mutual Funds Legal and Regulatory page link.



Our Market Commentary

OUR MARKET COMMENTARY

 


 

 

Overview of BMO Private Investment Counsel Inc.'s outlook

 

Stay current on the changing economic environment through commentary from our Chief Investment Strategist.

BPIC Market Commentary (145KB - PDF)

 

OUR MARKET COMMENTARY

 


 

Overview of BMO Private Investment Counsel Inc.'s outlook

 

Stay current on the changing economic environment through commentary from our Chief Investment Strategist.

 

Email this document (145KB - PDF)

OTHER SERVICES

 


 

See how our services can help address your wealth management needs.


CONTACT US

 


 

Let's have a conversation about how
BMO Private Banking
can help you and your family.