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BMO Guaranteed Investment Funds (GIF) Product Overview


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PRESENTATION OVERVIEW:

Philosophy:  Constant evolution of our BMO GIF Segregated Fund offering built off of 3 pillars….BMO’s strong brand recognition; a quality choice of ETF fund solutions; a 100/100 contract with Monthly Maturity Resets. These are the Core areas of focus amongst our team, that guide us to fulfilling our mandate.

Strategy:  To maintain a rigorous focus on providing value with solutions around the key attributes of BMO segregated funds.  Regularly engagement with advisors in MGA and National Accounts to impart economic value and meaningful advice around book management.

CONTINUING EDUCATION ( CE ) CREDITS
WILL BE AVAILABLE FOR THIS EVENT


ADVOCIS     1.00    Insurance of Persons
MIC               1.00    Insurance of Persons
CSF              1.00    Insurance of Persons

IN ORDER TO BE ELIGIBLE FOR CE YOU MUST:
- Register/login to the event
- Watch the webcast in its entirety
- Pass the comprehension quiz (minimum 7 out of 10 to pass)

WEBCAST ACCESS INFORMATION:
Online webcast with streaming audio.
Webcast must be viewed using Google Chrome browser.
Headphones or speakers are required in order to hear the audio.

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Speakers

Ian Kerr

Senior Business Development Manager

BMO Segregated funds and Annuities

Ian Kerr is Senior Business Development Manager for BMO Segregated funds and Annuities. Ian’s extensive investment knowledge and experience in the client advisory role allows him to fulfill his responsibilities to advisors in the MGA and National Accounts distribution channels. These responsibilities include providing education on investment product offerings and ongoing enhancements, with a focus on assisting in the building of quality investment practices. Ian holds a B.Sc. Finance from Alabama State University, where he attended on a golf scholarship. He was a member of the Canadian Professional Golfers’ Association for five years and a member of the South Florida Tour for four years. Further to his degree in finance, Ian has earned his mutual fund license, successfully completed the Canadian Securities Course, and the LLQP. Ian also is a past board member with the Herbie Fund through the Hospital for Sick Kids. Currently, he is Chairman of the Proud Partners Golf committee where all proceeds go toward supporting the construction of the new Mackenzie Health hospital in Vaughan, Ontario.

Stewart Reid

Director, Western Canada, Intermediary Distribution

BMO Global Asset Management

Since joining BMO in 2006, Stewart has leveraged his 28 years of sales experience to help Advisors grow and manage their practices, while utilizing BMO’s leading solutions within their portfolios. He began his career in sales with an IBM dealership, followed by Kodak, organizations highly regarded for their outstanding sales and product training. Stewart progressed within these organizations and others over 12 years, from geographic sales regions, to major and then national accounts. He then leveraged his passion for investing and background in sales to become an Investment Advisor, where he successfully built his practice over an eight-year period. Stewart attended McMaster University with a focus on commerce and computer science.

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