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BMO Private Investment Counsel Inc. – one of Canada’s oldest and largest investment counselling firms - is the investment arm of the BMO Private Banking group and manages over $30 billion in assets.

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.

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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.

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OUR APPROACH TO RESPONSIBLE INVESTING


Investment decisions are always made in the best interests of our clients. Supporting these decisions is our belief that incorporating a range of responsible investment techniques can have an important impact on the creation of long-term investor value.

Our sub-advisors determine the role of responsible investment in their strategies. All of our strategies incorporate one or more responsible investment approaches into their investment processes, such as ESG (Environmental, Social & Governance) integration or an active ownership and engagement approach.




PROSPECTUSES & FINANCIAL REPORTS


Prospectuses, Financial Reports & Other Important Information

BMO Private Portfolios Financial Reports & Prospectuses

The simplified prospectus and its amendments contain selected important information about the BMO Private Portfolios.


This annual information form and its amendments contain important information about the BMO Private Portfolios and are designed to supplement the information presented in the Portfolios' simplified prospectus and its amendments.


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 (as at June 30 and as at December 31, respectively), 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 2019

Semi-Annual MRFP − June 2019


Annual Financial Statements − December 2019

The December 31, 2019 Annual Financial Statements include details of the investment portfolios and financial statements for the Portfolios.

Semi-Annual Financial Statements − June 2019

The June 30, 2019 Semi-Annual Financial Statements include details of the investment portfolios and financial statements for the Portfolios.


The March 31, 2020 Quarterly Portfolio Disclosure provides a breakdown of each Portfolio into appropriate subgroups, lists the top 25 holdings and includes the total net asset value of the Portfolios as at March 31, 2020.

Please note that the Quarterly Portfolio Disclosures are released twice each year, with information as at March 31 and as at September 30, respectively. The same type of information (including top 25 holdings) is disclosed in the Management Reports of Fund Performance (MRFPs) as at June 30 (Semi-annual MRFPs) or as at December 31 (Annual MRFPs).



BMO Mutual Funds Series O Financial Reports & Prospectues






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. (Opens in a new tab)



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 (PDF Opens in a new tab) (151KB - 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 (151KB - PDF)

OTHER SERVICES


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


CONTACT US


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BMO Private Banking
services can help you and your family.

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BMO Private Banking is pleased to announce the launch of our two Chinese-language sites.

Set your language preference now and see how we can provide you with personalized wealth management advice.