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Limited time offer: Get up to $1,000 cash back!   Take advantage today
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Get cash back on every dollar you invest plus a transfer rebate of
up to $200 for switching to BMO.*

Invest more. Earn more.

You invest: You earn:
$5,000 $25 cash back
$50,000 $250 cash back
$100,000 $500 cash back
$200,00 or more $1,000 cash back

Use Promo Code: PROMO1000

ETF Portfolios

We’ll match you with one of these five model ETF portfolios, after getting to know you, your investment objectives and risk tolerance.

An ETF (Exchange Traded Fund) is an investment fund that represents a basket of stocks, bonds or other investments. Unlike conventional mutual funds, an ETF is traded on a stock exchange and often tracks a market index or may have a specific investment strategy. ETFs can be an attractive investment option as they provide the investor a low cost option to build a well-diversified portfolio.

Performance results are as of March 31, 2018.

Ready to start investing?

Open your SmartFolio account and let us help you reach your financial goals. Start by getting matched with an ETF Portfolio.

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Live Chat

8:00 a.m. - 8:00 p.m ET
Monday to Friday

Email us

Feel free to send us a note, but please don’t send account numbers and/or passwords.

smart.folio@bmo.com

Schedule a call

Have a BMO SmartFolio Representative contact you.

Call us

8:00 a.m. - 8:00 p.m ET
Monday to Friday

1-844-895-3721

  • * The model ETF portfolio holdings and weights are current as of December 31, 2016. Due to rounding, the portfolio weights shown may not add up to 100%. A certain percentage of each Model Portfolio may be invested in cash and cash equivalents at any one time. Holdings and asset class weights are subject to change at any time and without notice. These model ETF portfolios are provided for informational purposes only, are not advice to you, and cannot be used for any other purpose.
  • Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges, fees or income taxes payable by any unitholder that would have reduced returns. . Rates of return are time weighted, calculated on a total return basis, and annualized for all periods greater than one year. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.
  • The performance shown as indicated above and may not reflect the actual performance of clients of BMO Nesbitt Burns SmartFolio. This report is prepared solely for information purposes in connection with BMO Nesbitt Burns SmartFolio. Every effort has been made to ensure that the contents have been compiled or derived from sources believed to be reliable, accurate and complete. However, BMO Nesbitt Burns Inc. (“BMO NBI”) makes no representation or warranty, express or implied, in respect thereof, takes no responsibility for any errors and omissions which may be contained herein and accepts no liability whatsoever for any loss arising from any use of or reliance on this report or its contents.
  • SmartFolio is a product of BMO Nesbitt Burns Inc. and the ETF model portfolios are sub-advised by BMO Asset Management Inc. BMO Wealth Management is the brand name for a business group consisting of Bank of Montreal and certain of its affiliates, including BMO Nesbitt Burns Inc., in providing wealth management products and services. ® “BMO (M-bar roundel symbol)” is a registered trade-mark of Bank of Montreal, used under license. ® “Nesbitt Burns” is a registered trade-mark of BMO Nesbitt Burns Inc. BMO Nesbitt Burns Inc. is a wholly-owned subsidiary of Bank of Montreal.
  • BMO Nesbitt Burns Inc. is a Member - Canadian Investor Protection Fund.
    BMO Nesbitt Burns Inc. is a Member of the Investment Industry Regulatory Organization of Canada.