BMO North American Dividend Fund How to buy
Fund Managers

BMO Asset Management Inc. is a prominent Canadian institutional and mutual fund investment manager providing a variety of investment solutions across asset classes and investment approaches. The firm was established in 1982 as RMN Investment Counsel Inc., and was acquired by Burns Fry Limited in 1991. As a result of the Burns Fry merger with Nesbitt Thomson in 1994, the firm became part of the BMO Financial Group. Previously operating under the name Jones Heward Investment Counsel Inc., the company was renamed BMO Asset Management Inc. in May 2010 following amalgamation with the BMO Exchange Traded Funds and Quantitative Investments groups. BMO Asset Management Inc. and its affiliates had over $64 billion in assets under management as of October 31, 2012.

BMO Asset Management Corp. is headquartered in Chicago with investment teams also based in Milwaukee. The firm’s investment philosophy is premised on the belief that companies with improving fundamentals, attractive valuations and increasing investor interest consistently and predictably outperform the market. BMO Asset Management Corp. with its subsidiary boutiques and U.S. affiliates has over $50 billion (US) in assets under management as of October 31, 2012.

Management Team
BMO Asset Management Inc.
Philip Harrington

Lutz Zeitler

Paul Taylor, CFA, MBA

BMO Asset Management Corp.
Jason C. Hans

Ernesto Ramos, PhD