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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

What our Portfolio Experts do

Your SmartFolio model ETF portfolios are carefully managed by our team of industry-leading global experts. Keep reading to find out how they put the smart in SmartFolio, or see for yourself by opening your account today.

Global industry leaders working for you

Your SmartFolio account is managed by BMO Nesbitt Burns, one of the most trusted firms in Canada, while your portfolio is handled by BMO Global Asset Management, an industry leader managing over $300 billion worth of investments. You get all of the benefits of working with the world’s best advisors and managers – without the high cost.

Around-the-clock monitoring to keep you on course

While you’re living life, we’re keeping an eye on your portfolio. If an asset class rises too much we’ll restore the ideal asset balance. If market movements cause the portfolio to drift, we’ll put it back on course.

Portfolios that change with you

If you decide to buy a home, start your own business, or have kids your priorities will probably change. So just let us know and we’ll make sure your investment plan changes with you.

24/7 access to your account

At any time, you can view your detailed holdings and transaction history online to see how your investments are performing and how much you’re paying in fees.

We’re not robots, but we do work with a few

After our experts have curated a selection of ETFs we use advanced algorithms to enhance your returns within your level of risk. Real people – not robots – personally make the final decisions that affect your portfolio.

We work for you

You’re the boss. Our SmartFolio portfolio experts have a fiduciary duty to represent the interests of the portfolios they manage – just like a doctor or a lawyer. Every decision we make is based on what is best for the portfolio that you are matched with.

Global insights from experts

Your SmartFolio model ETF portfolio is built and managed by our team of experts who identify the trends that are driving market activity in each of their local regions.

Diversity is our philosophy

We don’t put all of your eggs in one basket. Your model ETF portfolio will cover regions around the globe and a wide range of industries based on macro-economic data.


Meet our advisors

You’ll be supported by dedicated SmartFolio Advisors available on live chat, email, or by phone. They’re here to answer all of your questions, help set up your account, assist with transfers, and provide ongoing support whenever you need it.

aadil-suteria
alex-simpson
andrew-saunders
carlos-vasquez
denny-zhen
eric-ceccarelli
eva-lu
joey-sacco
naeem-patel
nicholas-wong
sam-liang
sarah-sawah
shawn-oliver
yimi-zheng

Aadil Suteria

I help make investing easy for our clients so that they can make the right choices in pursuit of their ultimate goal. During my days away from the office I enjoy volunteering and giving back to the community.

Alex Simpson

I’m always interested in reviewing client portfolios to ensure they’re appropriately invested to meet their long-term goals. While away from the office I enjoy spending time with my family.

Andrew Saunders

I enjoy working with our clients to ensure their investment portfolio can help achieve their short and long-term financial goals. Outside of work I love to travel and try new things!

Carlos Vasquez

My objective is to help you get the most out of your investing experience and personalized advice. Nothing beats the feeling I get when my clients tell me that they feel empowered and confidently take the steps to optimize their portfolios. During my free time, I’m an avid reader of historical biographies, cross-country skiing, mountain biking and spending time with my family.

Denny Zhen

My goal is to create an exceptional experience for our clients. I take pride in knowing that we've made an impact on a client's life. Outside of work I’m an avid Toronto Maple Leafs fan and an adventurous foodie.

Eric Ceccarelli

I get to know clients’ financial situations and life goals so I can guide them towards the right investment solutions. In my free time I enjoy reading economic and world news and going to music and sports events.

Eva Lu

I enjoy speaking with clients to find the right investing solution for them in the new digital era. Outside of work you can find me sampling one of my local restaurants or exercising at the yoga studio.

Joey Sacco

I use my customer service and financial management skills to assist our diverse clients meet their long-term objectives. During my spare time I enjoy reading about financial markets, physical activity and anything hockey related.

Naeem Patel

I love building rapport with clients to help ensure they meet their investment goals. During my free time I enjoy watching the Toronto Raptors and spending time with my family and friends.

Nicholas Wong

I love building relationships with our clients and I’m committed to making their investment experience as effortless as possible. I’m also as passionate about photography as I am about helping my clients.

Sam Liang

I love creating a positive client experience, educating clients on building their financial wealth, and helping them reach their financial dreams. During my personal time I enjoy soccer and basketball. My favourite teams are Manchester United F.C. and the Toronto Raptors.

Sarah Sawah

I help clients understand the importance of building wealth and ensure they’re on the right track to achieving their long-term financial goals. During my personal time I enjoy organizing charity events, attending concerts, playing soccer, and skating.

Shawn Oliver

I enjoy the rewarding experience of helping clients navigate the markets and guiding them towards making the best possible decisions for their assets. In my free time I love cycling, cooking and photography.

Yimi Zheng

I provide clients with guidance and support to help them reach their investment goals. During my free time I enjoy volunteering at charity events, hitting the gym, cooking, and I’m in the process of earning my flying license certificate.


Looking for more hands-on investing? No problem.

There are other online options available that give you more control of your investing.

BMO InvestorLine Self-Directed®

Take full control of your investments

A great choice if: you want to be in control of the entire investment process, from research and trading to tracking your portfolio's progress

BMO InvestorLine adviceDirect®

Your virtual investment advisor

A great choice if: you want to trade yourself, with built-in guidance backed by expert analysis to help you decide what to do

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.

Connect with us

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