TORONTO, Sept. 10, 2014 /CNW/ - Edward Jones today announced the addition of BMO Global Asset Management as a preferred mutual fund family, growing the investment advisory firm's product scope offering for its clients. Edward Jones selects preferred fund families who align with the firm's conservative investment philosophy and who fit with the firm's client-centric culture.
"Edward Jones is pleased to work with the leadership at BMO who demonstrated their commitment to the development of a long-term, strategic relationship in pursuit of our common objectives. We feel they will complement our existing preferred fund families in delivering product and service excellence to our branches as they help Canadians work toward reaching their financial goals," said David Lane, Edward Jones Managing Principal, Canada.
BMO was also selected for its broad suite of product offerings and a demonstrated commitment to help its financial advisors deliver quality solutions to Canadian investors.
Becoming a preferred fund family means that BMO Global Asset Management products will be among the preferred suite of product offerings to clients. BMO joins existing preferred mutual fund families: CI Investments, Franklin Templeton Investments, Invesco Canada, and Mackenzie Investments. Together the group helps to support branches and upholds the Edward Jones investment philosophy with quality, long-term investments options for clients.
For more information about Edward Jones, please visit www.edwardjones.com
For more information about BMO Global Asset Management, please visit: http://www.mutualfundsadvisor.bmo.com/advisor/controller/home/view
About Edward Jones
Edward Jones is a full-service investment dealer with one of the largest branch networks in Canada. It is a member of the Investment Industry Regulatory Organization of Canada and the Canadian Investor Protection Fund, and a participating organization of the Toronto Stock Exchange. Including its affiliate, Edward Jones serves nearly 7 million individual investors in Canada and the U.S. from more than 11,000 locations.
About BMO Global Asset Management
BMO Global Asset Management is a global investment manager which delivers service excellence to clients through 24 offices in 14 countries across five continents. Headquartered by four multi-disciplined investment teams based in Toronto, Chicago, London and Hong Kong, the organization is complemented by a network of world-class boutique managers strategically located across the globe. BMO Global Asset Management is a part of BMO Financial Group (NYSE: BMO), a highly diversified financial services organization based in North America with approximately 47,000 employees as of July 31, 2014.
SOURCE: Edward Jones
For further information: Edward Jones media contact: Sharon Laurie, Mississauga, [email protected], 905-306-8547; BMO media contacts: Amanda Robinson, Toronto, [email protected], 416-867-3996; Valérie Doucet, Montréal, [email protected], 514-877-8224