News Releases

- Smart beta, fixed income and currency exposure continue to be key trends in the industry

- BMO's ETF business led the Canadian ETF industry in net new assets for the fifth consecutive year

- Canadian ETF industry assets are expected to reach $250 billion in AUM by 2021

- With the launch of SmartFolio, BMO now has one of the most extensive suites of investing services available to Canadians

- The new offering provides a digital and hands-off approach that is aligned to individual investment objectives for those who have as little as $5,000 to invest

- Service created with simplicity, intuitiveness and transparency as guiding design principles

Nine new ETFs include three innovative global corporate bond ETFs with maturity bands to help investors with precise positioning in an uncertain interest rate environment

- BMO Perks: customers receive personalized offers for cashback or bonus AIR MILES Reward Miles

- No coupons required - conveniently linked to the customer's BMO MasterCard

- Popular merchants in the program include Shell, Rexall, National Car Rental, Staples & Toys R Us

- Canadian ETF industry stands at $84 billion in AUM, up more than 10 per cent over year-end 2014

- BMO MSCI EAFE Index ETF has led Canadian ETFs in most net inflows to date in 2015

- Trading efficiencies and concentration concerns around ETFs are two key factors impacting the industry

- International exposures, including low volatility, covered call dividend and Canada's first put write strategy ETF

- New ETFs offer more choice to address needs of investors

- BMO AM's ETF business stands at 63 ETFs and $22.9 billion in AUM

Latest white paper examines risk, return potential and adaptability in advocating active approach to low volatility equities

- The portfolios have three different risk profiles and aim to help preserve and grow wealth in retirement

- Low-fee solution designed to provide downside protection against market volatility

- According to StatsCan, life expectancy in Canada has increased by 25 years since 1921

- Spending on basket of four typical monthly expenses more than doubles during the summer months

- Half of Canadian families say they spend the most money during summer

- BMO CashBack World Elite MasterCard credit card offers 1.75 per cent cash back on all everyday purchases

- BMO business customers in the Greater Toronto Area now have access to socialstraw(TM), an innovative and easy-to-use social monitoring and engagement platform

Report examines relationship between payroll and performance in Major League Baseball

- New $6 Biz Basic(TM) Plan from BMO(R) offers seven transactions(1) and seven items(2) on deposit per month, with no minimum balance required

- Customers can take advantage of added bonuses, including double CashBack(R) rewards(3,4) and three months free(5) on new sign-ups for PAYD Pro(TM)++ from Moneris(R)++ PAYD(TM)++

- BMO Poll found that the majority of Canadian small business owners (54 per cent) are seeking a less complicated banking experience(i)

Latest white paper outlines approach to target date funds, focusing on balancing investor risks and outcomes

- Cloud-based accounting software simplifies the management of day-to-day operations - in the office or on the go

- Program is currently available to all Ontario business owners, with a nationwide rollout planned for later this year

- Cardholders get $1.75 for every $100 spent

- No tiers, caps or spending limits

- No annual fee for the first year - a $120 value

Integration of fingerprint recognition is the perfect passcode, offering quick, convenient and secure access to iPhone app for personal debit and credit card customers

- New program includes a customized wealth plan and a full suite of services designed to evolve should circumstances change

- Ideal solution for affluent seniors and their families

- There are currently more than 5.3 million people aged 65+ in Canada

"BMO Wealth Management" will help clients turn change into opportunity by better aligning BMO's existing wealth businesses

- Manufacturing and exports in Ontario and Quebec get boost from a weaker currency and firm U.S. demand

- U.S. states in the region see ongoing housing recovery

- Region will benefit from the steep slide in oil prices

New funds deliver growth opportunities from around the world through either active management of ETFs, or direct equity holdings

-New capabilities will enable clients to trade equities and options, view account holdings, and monitor their portfolios in real-time

-BMO Market Pro equips active traders with valuable tools and information to help them stay on top of the markets

- New account rewards Canadians who save on regular basis with a market-leading interest rate

- BMO Household Savings Report reveals 19 per cent of Canadians did not put any savings aside in 2014

- Nearly half of Canadians feel they are not on track to meet their savings goals in the year ahead

- BMO adding more than 400 ATMs at Shell locations across Canada

- New locations increase BMO's out-of-branch ATM network by nearly 40 per cent

- Expanded partnership with Shell offers customers added value and convenience

- Great rate of 2.79, five year fixed term and shorter amortization period helps Canadians own their home sooner while saving thousands in interest payments

- Fifty-six per cent need assistance with deciding which investments best suit their needs

- More than half do not understand how their portfolios will react in certain markets

- Only one in five need help deciding when or if to downsize to a smaller home or deciding where to live in retirement

- Canadians spend an average of 64 hours per month on mobile devices

- Majority of tablet owners have banking apps on their tablet, with one third logging on daily

- Over the past year, mobile banking adoption has increased approximately 60 per cent

- Balancing Act: 30 per cent of card holders don't pay their bill every month

- Holiday Hangover? Average of $1192 accumulated in holiday spending credit card debt

- BMO encourages Canadians to use a credit card as a payment tool as opposed to a borrowing tool

BMO GOLDR SEC-registered securities provide investors with a secure and convenient way to purchase gold bullion

- Canadian ETF Industry Assets Are Expected to Reach $200 Billion by 2020

- BMO's ETF Business Led the Canadian ETF Industry in New Assets for the Fourth Year in a Row

- Trends Include Increased Use by Investors and Advisors, as Well as the Maturation of Smart Beta ETFs

Gives customers an immediate way to track and manage money

- Active traders will now receive exclusive benefits of the 5 Star program, including priority call handling, preferred interest rates and access to expert research

- In addition to their account asset amount, Self-Directed clients can now qualify for the 5 Star program by the number of trades they complete per quarter

- Those with Gold Star and Platinum Star status will have access to the new BMO Market Pro platform, which streams real-time market data, news and analysis

- Portfolios managed based on child's year of birth and gradually become more conservative the closer the child gets to entering post-secondary education

- Designed for education savings and to be held in Canadians' RESPs

- Eighty-six per cent of Canadian parents want easy-to-understand investments that align with the date their child plans to attend a post-secondary institution

- Charitable giving levels rise for third year in a row, with more than 80 per cent saying they have made a donation in the past 12 months

- Canadians have good intentions for 2015, with 90 per cent expecting to make a donation averaging $720

- Health, anti-poverty and animal welfare continue to be causes of choice for Canadians

- BMO partners with ChangeIt to offer Canadians the ability to donate to their favourite charities by setting 'round up' amounts on BMO MasterCard purchases

- Consumers can use credit card to 'round-up' amounts on their purchases to charities of choice

New funds address investors' need for growth and income

- Includes smart beta quality and dividend strategies plus innovative fixed income

- New ETFs address investors' demand for factor screening and income

- BMO AM's ETF line-up now stands at 62 ETFs

- BMO DepositEdge gives businesses an easy-to-use desktop scanner and web-based software to capture cheque images securely and deposit them into their BMO business accounts.

- BMO(R) business customers mitigate security risks, increase efficiency and save time and money.

- BMO DepositEdge gives businesses the ability to make deposits more quickly and improve cash flow.

- Canadians hold an average of $17,490 in their TFSA, with nearly half using their account for retirement savings

- Only one-in-five Canadians are aware of the $5,500 maximum annual contribution to a TFSA

- One-in-ten TFSA holders have over-contributed in the past, costing an average of $412.50 in penalties

- BMO Asia USD Investment Grade Bond ETF provides access to a portfolio of high quality Asia bonds

- BMO Hong Kong Banks ETF provides targeted exposure to banking stocks listed on SEHK

- BMO Asia High Dividend ETF provides exposure to more than 150 high dividend paying companies

- Federal government agencies benefit from BMO's sophisticated controls and simplified spend analysis and MasterCard's best-in-class global acceptance

- More than 32,500 BMO-issued purchasing cards issued accounting for 90 per cent of the Canadian government purchasing card spend

- Contract renewal follows BMO and MasterCard's selection as the federal Government of Canada's official travel & entertainment (T&E) card provider in 2013

- Travel continues to take priority, while decreased spending on entertaining and gifts lead decline

- While 28 per cent took on debt as a result of spending in 2013, only 11 per cent expect to do the same this year

- Slower job growth, elevated debts and volatile stock market contributing to cautious consumer mindset, while lower gasoline prices offer a positive offset

- Other top concerns among the nation's business owners include identifying income options and paying too much tax

- Three-quarters of entrepreneurs are focused on making improvements in their business operations and more than half are seeking to grow their business aggressively

- Majority of entrepreneurs do not have a succession plan in place for their business

- Minimum assets required to open an adviceDirect account lowered to $50,000 (previously $100,000)

- Annual account fees reduced from 1 per cent to 0.75 per cent

- Clients with assets over $500,000 will not pay any incremental fees

- Thirty-nine per cent of small business owners have hired an employee with a disability, up from 29 per cent in 2013

- Almost 90 per cent of small business owners agree that workplace diversity is an asset but just 36 per cent report having a diversity program in place

- October is National Disability Employment Awareness Month

- Canada leads G8 in proportion of residents born outside the country

- Almost half of new Canadians identified finding a job as the top challenge they face after arriving in the country

- More than 80 per cent of new Chinese-Canadians and South Asian-Canadians are focused on having enough money to cover daily expenses as their top financial priority

- Four in ten buyers have increased their price point by 21 per cent

- Preference for condos and detached houses fall, as semi-detached rises

- Ontario, B.C. and Alberta expect to spend more than national average

New offerings are ideal choices for younger Canadians looking for affordable, convenient insurance policies