Company Summary

BMO Asset Management Inc. has a history of investing on behalf of Canadians that dates back to 1925 and boasts almost three decades of successful institutional investment. The firm was established in 1982 as RMN Investment Counsel Inc., and was acquired by Burns Fry Limited in 1991. As a result of the Burns Fry merger with Nesbitt Thomson in 1994, the firm became part of the BMO Financial Group. Previously operating under the name Jones Heward Investment Counsel Inc., the company was renamed BMO Asset Management Inc. in May 2010 following amalgamation with the BMO Exchange Traded Funds and Quantitative Investments groups. The merger resulted in a diversified investment platform with distinct skills and expertise that continues to allow us to develop customizable, turn-key solutions for our clients based on their diverse investment needs and risk preferences.

Source: BMO Asset Management Canada

Unique Value Proposition

At BMO Asset Management we seek to achieve consistent, reliable, above average performance through a risk-controlled approach to investment management.

Our strategic vision is predicated on constant innovation – more than just thought leaders. We aim to distinguish of line-up of evolving investment solutions through:

distinction in research and innovative investment insight
diligence in portfolio construction processes
keen focus on risk-adjusted return

Source: BMO Asset Management Canada

AUM ($Bil)


Year Founded


Key Personnel

Richard Wilson, CEO and CIO
David Logan, Head of Distribution


77 King Street West, Suite 4200
Toronto, Ontario
M5K 1J5

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