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February 12, 2016 10:36 PM ET

Capital Markets

Company Overview of BMO Investments Inc.

Company Overview

BMO Investments Inc. caters to individual and institutional clients. It launches equity, fixed income, and balanced mutual funds for its clients. The firm invests in public equity and fixed income markets. It was formerly known as First Canadian Funds Inc. The firm is based in Toronto, Canada. BMO Investments Inc. operates as a subsidiary of Bank Of Montreal.

77 King Street West

Suite 4200

Toronto, ON M5K1J5


Key Executives for BMO Investments Inc.

Chief Executive Officer and Director
Co-President, Chief Operating Officer, and Director
Age: 48
Chief Financial Officer
Executive Vice-President, Head of Retail Distribution, and Director
Age: 48
Compensation as of Fiscal Year 2015.

BMO Investments Inc. Key Developments

BMO Investments Inc. Introduces Changes to its Mutual Fund Offerings

BMO Investments Inc. has announced changes to its mutual fund line-up. The company said that it will no longer accept purchase orders for Series I securities of each of BMO SelectClass Income Portfolio, BMO SelectClass Balanced Portfolio, BMO SelectClass Growth Portfolio, BMO SelectClass Equity Growth Portfolio, BMO Canadian Tactical ETF Class and BMO Global Tactical ETF Class. In addition, BMO Investments Inc. will terminate each of the said series effective November 13, 2015. Also, effective on November 13, BMO Investments Inc. will terminate Series T5 of each of BMO SelectTrust Conservative Portfolio, BMO SelectTrust Growth Portfolio, BMO SelectTrust Equity Growth, BMO SelectClass Growth Portfolio and BMO SelectClass Equity Growth Portfolio, and Series T8 of each of BMO SelectTrust Growth Portfolio, BMO SelectTrust Equity Growth Portfolio and BMO SelectClass Growth Portfolio. BMO Investments said that in view of the planned changes, investors holding Series I, Series T5 and Series T8 securities may continue to hold the securities until the termination date, when they can redeem the securities entirely. Investors also have the option to switch their Series I, Series T5 and Series T8 securities - if they are qualified - for securities of another BMO Mutual Fund, or redeem their securities entirely and receive the redemption proceeds in the normal course.

BMO Investments Launches New Retirement Portfolios

BMO Investments Inc. has announced that it has launched BMO Retirement Portfolios, a series of flexible and cost effective managed investment solutions. The firm announced that the portfolios are designed to help those in or near retirement to preserve and provide potential to grow their wealth. It has three different risk profiles, and retirees can select depending on their specific needs.

BMO Investments Inc. Introduces Five Mutual Funds to its Lineup

BMO Investments Inc. launched five new mutual funds, which are intended to provide investors an opportunity to access growth both domestically and globally. The new funds include: BMO Tactical Balanced ETF Fund:An actively managed fund of ETFs which uses a total return approach that adjusts opportunistically between asset classes, sectors and countries based on the current market environment. BMO Tactical Global Bond ETF Fund:An actively managed fund of ETFs which invests in government and corporate bonds, adjusting the credit and maturity exposure based on opportunities in the market. BMO Tactical Global Equity ETF Fund:Another actively managed fund of ETFs which invests in Canadian, U.S. and global equities based on the strongest performers relative to the rest of the market. BMO Growth Opportunities Fund: A growth-oriented fund managed with high conviction to invest in key opportunities regardless of market capitalization or geography. BMO Global Equity Fund: A fund that offers investors access to developed markets globally, with a focus on established companies that are well-managed and disciplined in earnings and cash flow growth, and are consistent with macro themes driving global equity markets.

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