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50% Off! Beat the market in 2025 with InvestingPro
CLAIM SALE
39.712
+0.200
+0.50%
23/12 - Delayed Data. Currency in CAD
- Morningstar Rating:
- Total Assets: 9.42B
BMO Dividend Advisor
39.712
+0.200
+0.50%
- Overview
- Profile
- Historical Data
- Holdings
Bmo Dividend Advisor Overview
On this page you'll find an in-depth profile of Bmo Dividend Advisor. Learn about the key management, total assets, investment strategy and contact information of 0P0000WA1B among other information.
Investment Strategy
This fund’s objective is to provide a high after-tax return, which includes dividend income and capital gains from growth in the value of your investment.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jordan Luckock | Portfolio Manager | 2022 | Now |
| Biography | Jordan joined BMO in March 2022 as the lead portfolio manager for BMO GAM’s Canadian core equity mandates. Jordan brings 18 years of professional investment experience to the team, including 10 years managing Canadian-focused large cap equity portfolios for institutional, retail, and high net worth clients. He has an Honours Bachelor of Arts in Economics degree from the University of Western Ontario (Huron College) and a Master of Science (Finance) degree from Queen’s University. | ||
| Valentin Padure | Portfolio Manager | 2022 | Now |
| Biography | Valentin joined BMO in 2022 as the lead portfolio manager for the BMO GAM Canadian small cap mandates. Given the team-based collaborative culture of the team, Val is also involved with mandates related to BMO all-cap North American growth. He has 7 years of industry experience including 4+ years of dedicated small cap experience, focusing exclusively on small & mid-cap companies across all industries. Most recently, Val was the Portfolio Lead for another firm’s Canadian small cap strategies. He holds a Bachelor of Business Administration from the Schulich School of Business at York University. | ||
| Nicole White | Associate Portfolio Manager, Canadian Fundamental Equities | 2021 | Now |
| Biography | Nicole joined BMO Global Asset Management in August 2021 as an Associate Portfolio Manager with a focus on Preferred Shares. Nicole brings 20 years of experience in Fixed Income, Currency and Multi-Asset portfolio management from a Canadian Investment firm with both institutional and retail mandates. Nicole has a Bachelor of Commerce from the University of Guelph and is a CFA Charterholder. | ||
| Jennifer So | - | 2015 | Now |
| Biography | Jennifer joined BMO GAM in September 2015 as an equity analyst with a focus on ESG, industrials, large cap energy and materials (non-mining). She spent a decade at a Canadian Bank with experience in Investment Banking, Research and Institutional Sales. In addition she has a further 7 years’ experience as a Chartered Accountant at one of the big four accounting firms and teaching undergraduate finance at a Canadian University. Jennifer has a Bachelor of Commerce from the University of Toronto and is a CFA Charterholder, Chartered Accountant and Chartered Professional Accountant. | ||
| Philip Harrington | Director & PM | 2012 | Now |
| Biography | Philip joined BMO Asset Management Inc. in March 2012 and brings with him over 17 years’ experience in the investment industry. Philip is a member of the large cap portfolio management team at BMO AM responsible for the firm’s Canadian dividend and income strategies. Previously, he worked as both an analyst and portfolio manager at BMO Harris Investment Management. A graduate from the University of Toronto, Philip holds a Bachelor of Commerce degree, received his Master of Finance from the Rotman School of Business and is a CFA charterholder. | ||
| Lutz Zeitler | Managing Dir & PM | 2012 | Now |
| Biography | Lutz joined BMO Asset Management Inc.’s Canadian equity team in March 2012 as portfolio manager primarily focused on the firm’s large-cap Canadian dividend and income strategies, Prior to joining BMO AM, Lutz was a portfolio manager with BMO Harris Investment Management where he managed several Canadian equity yield and core mandates. In addition to Lutz’s over two decades of experience in both portfolio management and research, he holds a Master of Business Administration from the Richard Ivey School of Business and is a CFA charterholder. | ||
| Michael R. Stanley | CIO (Chief Investment Officer) | 1994 | 2012 |
| Biography | Michael joined the organization in 1994. He has oversight responsibilities for all of the firm’s fundamental active Canadian equity and fixed income strategies. In addition, he has direct portfolio management responsibilities for a number of Canadian equity mandates. Michael completed his MBA at the University of Toronto in 1979 and is a CFA charter holder. | ||
| Marshall E. Nicholishen | - | 1996 | 2009 |
| Biography | Marshall has 24 years of investment experience. | ||
| Christine J.Y. Poole | - | 1994 | 2009 |
| Biography | Christine Poole is a senior member of the RBC Asset Management Inc. U.S. Equity Team. Her longstanding approach has been to apply stringent, fundamental bottom-up research to ensure value. Formerly she held portfolio management positions with Empire Financial Group Bank of Montreal. | ||
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