BMO GIF 100/100 - Value of Automatic Monthly Resets | BMO Investment Proposal Tool

Submitted by Rica Zara on January 27, 2022 - 1:00am

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Good day,

Protecting clients Estate & wealth!

Please find the updated Q4 BMO GIF 100/ 100 Monthly Maturity Guarantee Reset.

Below you can see how automatic monthly resets in BMO Balanced ETF Portfolio GIF 100/100 have enhanced the returns for your clients with downside protection!

I also wanted to share with you that we have a self- serve tool which you can use to build client proposals for BMO Seg Funds. Please register using the link below and start building Investment Proposals for your clients!

BMO Portfolio Generation Tool Link

We also have other Investment Proposal Tools available only to us and we are happy to build client proposals for you. Lets us know for any help.

January 2017 to December 2021 (Past 60 months)

	% increase at maturity as a result of resets	# of resets
US Balanced Growth	43.11%	23
Canadian Income Strategy	29.25%	20
Monthly Income	28.90%	24
Balanced ETF Portfolio	28.20%	23
Asset Allocation (May 2018 start)	23.50%	22
North American Income Strategy	22.24%	19
Global Balanced (May 2019 start)	20.50%	18
Conservative ETF Portfolio	19.00%	19
Canadian Balanced Growth	17.33%	16
Concentrated Global Balance (May 2020 start)	13.00%	9

Please see attachments.

Attachment	Size	Type
BMO Balanced ETF Portfolio GIF One Pager.pdf	364.72 KB	application/pdf
BMO GIF 100100 Maturity Monthly Reset Q4 2021.pdf	1.55 MB	application/pdf
BMO GIF Product Overview.pdf	352.52 KB	application/pdf
Downside protection with BMO Balanced ETF Portfolio Fund.pdf	360.07 KB	application/pdf
Why stay invested..Returns of Balanced, Equity and GIC since 1987.pdf	537.55 KB	application/pdf

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