Resource Briefcase
Braden Bulmer
Senior Associate, Regional Sales, Retail Distribution
My objective is to support BMO’s network of investment professionals and their partners by:
- Keeping individuals well-informed of the latest industry trends and innovations
- Sharing opportunities and creative ideas to help acquire new clients and build their business
- Developing knowledge base and enhancing conversational skills
- Helping maintain focus on long-term strategies to enable investors to achieve their investment and retirement goals
- Leading Group RSP initiatives to develop new business acquisition
Through strong partnership and ongoing collaboration, I can help to elevate the client experience at BMO.
We’re here to help!
Daniel Fernandez, CIM
Associate, Internal Sales, Retail Distribution
- Market Outlooks & Commentaries
- Client Email Templates
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Investing Concepts
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- T-Series Funds Overview
- Dollar Cost Averaging Sales Aid
- Fundamentals of Fixed Income Sales Aid
- Investing and Emotions Sales Aid
- Benefits of Asset Allocation
- Answering FAQ on Market Volatility
- Understanding Mutual Funds
- Long Term Investing Brochure
- Inflation and Investment Return
- The Rise and Fall of Markets
- Market Corrections: Explained
- Staying Invested – “Reasons not to invest”
- Missing the Best Days in the Market
- Bull/Bear Markets
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Sales Tools
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- GAM Accolades
- Mutual Fund Fee (MER) Calculator
- Understanding Management Expense Ratio (MER)
- The Big Picture Chart
- The Big Picture Chart – Conversation Guide
- Mutual Fund Offer Tagging Tool
- BMO Mutual Fund Product Codes, Fees and Eligibility
- BMO Monthly Retail Cash Flow Report
- BMO Monthly Series A/T6 Performance Report
- BMO GAM Taxes & Distributions Website
- BMO Mutual Fund List
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- Business Building Resources
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BMO Managed Solutions
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BMO Managed Portfolios
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BMO Ascent Portfolios
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BMO ETF Portfolios
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BMO Retirement Portfolios
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BMO Sustainable Portfolios
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BMO Target Education Portfolios
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BMO SelectTrust Portfolios
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Focus Funds
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BMO Low Volatility Funds
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BMO Preferred Program for Investors
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BMO Preferred Program for Investors
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- Responsible Investing and ESG
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Group RSPs
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Tools to use with Employers
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Tools with use with Employees
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Additional Tools & Resources
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