Skip navigation
Navigation skipped

News Releases

BMO Takes Top Dalbar Ranking For Fifth Consecutive Year

TORONTO, January 11, 2011 – BMO Mutual Funds has been recognized for exceptional customer service for the fifth consecutive year by Dalbar Inc., the world's premier financial services strategy and operations research firm.

The BMO Investment Centre, which provides expert fund advice and assists clients in building mutual fund portfolios, ranked highest among mutual fund companies for its English and French language services in Dalbar's Performance Evaluation of Mutual Funds Service, Annual Rankings and Trending report.

“We are honoured to win this award for the fifth year in a row. It recognizes the solid and professional performance of our BMO Mutual Funds service team and their commitment to making money make sense for Canadians,” said Ross Kappele, Co-President, BMO Investments Inc. “We are focused on providing the highest level of service and advice to our customers to help them achieve their investment goals.”

To learn more about BMO Mutual Funds, please visit:


Dalbar Measurement
These awards are given to the firms placing first in Dalbar's year-end rankings, which are based on evaluations made over the calendar year measuring a company's quality of performance in product and procedural knowledge, professionalism, level of accommodation and their ability to expand and deepen relationships with clients.

About BMO Financial Group
Established in 1817 as Bank of Montreal, BMO Financial Group is a highly-diversified North American financial services organization. With total assets of $412 billion as at October 31, 2010, and 38,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions.

About Dalbar Inc.
As the world's premier financial services strategy and operations research firm, Dalbar helps leading enterprises develop, build, and operate strong businesses that deliver sustained shareholder value growth. Dalbar's proprietary business design techniques, combined with its specialized industry knowledge and behavioural research expertise, enable companies to anticipate changes in customer priorities and the competitive environment, and then design their businesses and improve operations to seize opportunities created by those changes. The firm serves clients in the Americas and Europe.

For all news media enquiries, please contact:

Martha McInnis, Toronto,, (416) 867-3996

Sarah Bensadoun, Montreal,, (514) 877-1101

Laurie Grant, Vancouver,, (604) 665-7596