Groupe Bank of Montreal

Acts as Open-End Investment Fund/Unit Trust

Part of Bank of Montreal, AIR MILES Loyalty, Inc. is a Canadian financial services company that offers fuel discounts to BMO credit and debit card holders. The company provides a program called AIR MILES Bonus Miles, which rewards customers for making qualifying purchases made with their linked credit card. Customers can securely link their to their AIR MILES card by completing certain fields on their website. The company is located in Canada.

Provides national charted banking services

Functions as an open-end investment fund

Provides brokerage services

Acts as Open-End Investment Fund/Unit Trust

Provides guarantor services to a bank with respect to its programs

Acts as Open-End Investment Fund/Unit Trust

Provides real estate agency services

Operates as a bank holding company

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Issues Asset-backed/Mortgage-backed/Structured Finance securities

Provides online trading services

Acts as Open-End Investment Fund/Unit Trust

BPIC focuses on active portfolio management that incorporates quantitative modeling and fundamental research. The firm provides superior, tax-efficient, long-term returns through prudent, risk-managed investments. Their investment strategy combines a bottom-up stock selection process with top-down analysis of the macroeconomic outlook and expectations for financial market returns. BPIC’s fixed-income philosophy employs a conservative and disciplined process that seeks to preserve capital and produce stable and competitive rates of return with reduced volatility.

Operates and maintains a trust

Provides financial services

Functions as an open-end investment fund

Acts as Open-End Investment Fund/Unit Trust

Polen Capital is a global asset manager delivering active, high-conviction, and competitively advantaged growth equity, and high-yield credit strategies. The firm's philosophical pillars guide their search for long-term compounding machines across their growth equity and credit platforms.

Acts as Open-End Investment Fund/Unit Trust

Provides financial services

Functions as an open-end investment fund

BMO Family Office manages each portfolio in accordance with the client’s investment objectives, taking into consideration the client’s risk tolerance, time horizon, tax circumstances, liquidity and cash flow needs, restrictions and constraints, as well as other relevant criteria. The firm allocates client assets among different asset classes with varying levels of risk and return. They diversify client portfolios within and across asset classes, including cash, fixed income, equities, hedge funds, private markets and real assets.

Acts as Open-End Investment Fund/Unit Trust

Issues asset-backed securities

Part of Bank of Montreal, Clearpool Execution Services LLC is an American company that is transforming electronic trading with their algorithmic management system (AMS). The company is located in the US. The AMS offers a fully customizable suite of algorithmic trading tools, providing total visibility and control from strategy to execution.

Issues asset-backed/mortgage-backed/structured finance securities

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Acts as Open-End Investment Fund/Unit Trust

Operates as a mortgage banking company

Provides mortgage banking, loan and saving facilities

Functions as an open-end investment fund

BMO AM actively manages equity, fixed-income, short duration/cash and asset allocation strategies for their clients. The firm employs a variety of security analysis methods in managing client accounts, including fundamental and quantitative (technical) analysis. They provide advice regarding the following types of securities as part of its principal investment strategies: equity securities, debt securities, commercial paper, municipal securities, government securities, mutual funds, ETFs, futures and options contracts, collateralized loans and private placements.

Provides life insurance services

Operates as a bank holding company whose subsidiary provides commercial banking services

Provides brokerage services

Provides investment and financial advisory services

Provides banking services

BMOCMC serves as a sub-advisor to their affiliate BMO Asset Management, Inc. (BMOAM) in connection with the portfolio of the BMO US Equity Plus Fund. The fund seeks to provide long-term capital growth by investing primarily in equity securities of US and Canadian large-cap companies. The firm makes investment decisions based upon fundamental opinions and investment strategy quantitative analysis.