BMO Segregated Funds Monthly Update - December 14, 2021 - Wishing you and your loved ones all the best in 2022!

Submitted by Rica Zara on December 14, 2021 - 1:00am

Printer-friendly version

PDF version

Please find in this December edition of the BMO Segregated Funds Monthly update:

BMO GIF Performance Summary – November 30^st, 2021
Check out the latest December 2021 BMO ETF Portfolio Commentary – Steven Shepherd, CFA Portfolio Manager (attached)
“A Compelling Estate Planning Solution” – Edward Ku shares how many advisors have utilized seg funds as a cost effective value-add to simplify and their client’s estate planning needs – and simultaneously enhance their practice.
Case Study: Maximizing estate value and wealth transfer with death benefit resets

***Please note performance numbers are of the underlying funds available in BMO GIFS. For GIF returns, refer to BMO GIF Performance Summary attached***