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 | |
| 43.11% | 23 |
| 29.25% | 20 |
| 28.90% | 24 |
| 28.20% | 23 |
| 23.50% | 22 |
| 22.24% | 19 |
| 20.50% | 18 |
| 19.00% | 19 |
| 17.33% | 16 |
| 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 |