Please find in this December edition of the BMO Segregated Funds Monthly update:
- BMO GIF Performance Summary – November 30st, 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***
| Attachment | Size | Type |
|---|---|---|
| November 30th 2021 BMO GIF Performance Summary.PDF | 261.08 KB | application/pdf |
| Dec 2021 BMO ETF Portfolios Monthly Commentary.pdf | 476.44 KB | application/pdf |