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BMO Asset Management Inc.

Address

First Canadian Place, 43rd Floor, 100 King Street West
Toronto, Ontario M5X 1A1
Toll Free: (844) 855 - 7034

www.bmo.com/gam/ca/insitutional

Principal Contacts

Sam DiTella
Senior Vice President, Head of Institutional Sales & Service
Tel: (416) 350 - 3126
sam.ditella@bmo.com

Client Minimums

No private client minimum has been specified.

Institutional: $5,000,000

Types of Accounts Managed

  • Private Individual / Investor
  • Institutional Investor - Pension Plan
  • Institutional Investor - Non-Profit
  • Institutional Investor - First Nations
  • Institutional Investor - Other

Provinces of Business

  • Alberta
  • British Columbia*
  • Manitoba
  • New Brunswick
  • Newfoundland and Labrador
  • Nova Scotia
  • Ontario*
  • Prince Edward Island
  • Quebec*
  • Saskatchewan
  • Northwest Territories
  • Nunavut
  • Yukon

* indicates a physical location in this province

BMO Global Asset Management (BMO GAM) is the asset management arm of BMO (Bank of Montreal), one of Canada’s largest banks, which boasts an outstanding heritage traceable back to 1817. We are a truly global investment organisation providing investment management, retirement and trust and custody services to institutional, retail and high net worth investors around the world, with over 25 offices in 15 countries. Our primary investment centres in London, Chicago, Toronto and Hong Kong are complemented by a number of specialist investment boutiques in Europe and North America, and as at 30 December 2016 we managed over $308 billion in assets.

The firm was originally established in 1982, subsequently acquired by Burns Fry Limited in 1991, and as a result of the Burns Fry merger with Nesbitt Thomson in 1994, became part of the BMO Financial Group. Previously operating under the name Jones Heward Investment Counsel Inc., the company was renamed in May 2010 following the amalgamation of the BMO Exchange Traded Funds and Quantitative Investments groups.

BMO Asset Management Inc. (BMO AM) is the $102 billion dollar Canadian arm of BMO GAM. BMO AM’s Exchange Traded Funds (ETF) business was launched in 2009 and quickly became the top ETF asset gatherer in Canada for the past six years. Located in Toronto, the Global Structured Investments team manages both beta and smart beta strategies, and has more than 100 years of combined investment industry experience. These professionals represent some of the world’s most experienced portfolio managers in the ETF industry.

On May 7, 2014 BMO acquired F&C Asset Management plc through its wholly owned subsidiary, BMO GAM (Europe) Limited. This acquisition positions BMO GAM as a globally significant money manager, enhancing its investment platform capabilities and providing attractive opportunities to service wealth markets all around the world.

Asset management is our only line of business. Through the provision of market-leading investment capabilities across a diverse range of asset classes, we focus on innovating and delivering investment solutions for our clients. We offer access to core competencies including global and regional equities (in both developed and emerging markets across the market-cap spectrum), global rates and money markets, investment grade and non-investment grade credit (including buy and hold), multi-asset and multi-manager solutions, as well as award-winning franchises in LDI, property and responsible investment. We also offer an innovative range of smart-beta solutions, systematic/quantitative equities, index-trackers, private equity funds, ETFs, absolute return fixed income solutions, convertible bonds, municipal bonds, and green bonds.

Our business is ultimately built around understanding our clients’ objectives and providing innovative solutions to meet those objectives. Our business has grown by following a single-minded approach to understanding our clients’ needs – finding out how we can best help them, and building lasting relationships. We recognize that world markets and client requirements change and as a result we constantly develop our products and solutions in order to help our clients continually achieve successful investment outcomes. With an experienced team of over 300 investment professionals across the globe and the backing of a strong parent company, we have the resources, experience and infrastructure in place for us to continue delivering innovative investment solutions to an ever-evolving marketplace.