Skip navigation
    Canada
    Canada
    Flag of the United States of America
    US, link
    Flag of People's Republic of China
    China, link
    • English
    • English
    • Français, lien
    • Français, lien
    • 简体中文, link
    • 繁體中文, link
      Canada
      Canada
      Flag of the United States of America
      US, link
      Flag of People's Republic of China
      China, link
      • English
      • English
      • Français, lien
      • Français, lien
      • 简体中文, link
      • 繁體中文, link
      News Releases Signup for News Alerts Media Contacts Executive Bios Corporate Fact Sheet BMO Expert Insights
      Navigation skipped

      News Releases

      BMO Harris Private Banking Receives Regulatory Approval for Changes to the BMO Harris Growth Opportunities Portfolio

      TORONTO, July 28, 2010 – BMO Harris Investment Management Inc. (BHIMI), the investment management arm of BMO Harris Private Banking, today announced that it has received regulatory approval to proceed with the proposed changes, announced on June 22, 2010, to the BMO Harris Growth Opportunities Portfolio.

      This change comes as part of a continued focus on refining select investment strategies. BHIMI is committed to delivering discretionary investment management solutions to high net worth individuals and families. Strategies include allocations to multiple assets classes, across geographies and investment styles.

      As a result of obtaining regulatory approval, on or about the close of business on September 24, 2010, the BMO Harris Growth Opportunities Portfolio will merge into the BMO Harris Canadian Growth Equity Portfolio, and holders of units of the BMO Harris Growth Opportunities Portfolio will receive units of the BMO Harris Canadian Growth Equity Portfolio. Investor approval will not be required to effect this change.

      About BMO Harris Private Banking
      BMO Harris Private Banking serves the needs of high net worth clients and their families and helps them deal with a wide range of complex financial issues, providing comprehensive wealth management expertise. The bank's team of professionals is comprised of leading specialists in a variety of disciplines including banking, investment management, estate, trust and various family office services such as philanthropic and business succession planning. BMO Harris Private Banking is part of BMO Financial Group's Private Client Group. The Private Client Group provides integrated wealth management services in Canada and the United States and had total assets under management and administration and term investments of $390 billion as at April 30, 2010.

      For further information: Contacts:
      Martha McInnis, Toronto, martha.mcinnis@bmo.com, (416) 867-3996
      Sarah Bensadoun, Montreal, sarah.bensadoun@bmo.com, (514) 877-8224
      Laurie Grant, Vancouver, laurie.grant@bmo.com, (604) 665-7596