BMO Guardian Funds - Fund Management

Fund Managers11112

Please select from the drop-down lists below to learn about our Fund Managers

Management Companies	Fund Managers

Bruce Stout
Aberdeen Asset Management Inc.

Bruce Stout is a senior investment manager on the Aberdeen global equities team. Bruce joined Aberdeen in 1987 through the acquisition of Murray Johnstone Private Equity. Bruce has held a number of roles including investment manager on the emerging markets team. Bruce graduated with a BA in Economics from the University of Strathclyde and completed a graduate training course with General Electric Company UK.

Fund(s) Managed:

BMO Guardian Global Equity Class Advisor Series

Stephen Docherty, BSc.
Aberdeen Asset Management Inc.

Stephen Docherty is Head of Global Equities at Aberdeen Asset Management. Mr. Docherty entered the investment industry in 1991and joined Aberdeen in 1994. He is co-manager of BMO Guardian Global Equity Class.

Fund(s) Managed:

BMO Guardian Global Equity Class Advisor Series

Richard Zigrovic, P. Eng., MBA, CFA
Barrantagh Investment Management Inc.

Richard Zigrovic is an Associate Portfolio Manager at Barrantagh Investment Management. He started in the investment industry in 1999 and joined Barrantagh in 2007. He is co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Canadian Diversified Monthly Income Fund Mutual
BMO Guardian Global Diversified Fund Mutual
BMO Guardian Global Diversified Fund Mutual US$

W Peter Comber, CA, MBA
Barrantagh Investment Management Inc.

Peter Comber is a Managing Director and Lead Manager at Barrantagh Investment Management. He started in the investment industry in 1974 and founded the predecessor to Barrantagh in 1992. He is the co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Canadian Diversified Monthly Income Fund Mutual
BMO Guardian Global Diversified Fund Mutual
BMO Guardian Global Diversified Fund Mutual US$

Wally Kusters, CFA, MBA
Barrantagh Investment Management Inc.

Wally Kusters is a Managing Director and Lead Equity Manager at Barrantagh Investment Management. He started in the investment industry in 1987 and joined Barrantagh in 2002. He is the co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Canadian Diversified Monthly Income Fund Mutual
BMO Guardian Global Diversified Fund Mutual
BMO Guardian Global Diversified Fund Mutual US$

Andrew Osterback, CFA
BMO Asset Management Inc.

Andrew joined the BMO Asset Management Inc. fixed income team as a portfolio manager in 2005, and has over 16 years experience in managing fixed income portfolios. Prior to joining BMO Asset Management, Andrew managed a mix of mutual funds, pooled assets, and segregated private client portfolios for a major institutional investor. Andrew holds an Honours Bachelor of Commerce degree from the University of Windsor, a Bachelor of Arts degree (Economics) from the University of Western Ontario and received his CFA designation in 1999.

Fund(s) Managed:

BMO Guardian Bond Fund Advisor Series
BMO Guardian LifeStage 2017 Class Advisor Series
BMO Guardian LifeStage 2020 Class Advisor Series
BMO Guardian LifeStage 2025 Class Advisor Series
BMO Guardian LifeStage 2030 Class Advisor Series
BMO Guardian LifeStage 2035 Class Advisor Series
BMO Guardian LifeStage 2040 Class Advisor Series
BMO Guardian Mortgage and Short-Term Income Fund Advisor Series

John Young, MBA
BMO Asset Management Inc.

John joined BMO Asset Management Inc. in late 2009 and brings with him over 18 years of investment industry experience. Prior to joining the firm, John was portfolio manager for a major international investment firm where he was responsible for the management of a $5 billion large cap portfolio. Prior to that, John served as Managing Director, Head of Equity Research for a major Canadian dealer. John holds a Bachelor of Science degree from the University of Toronto and an MBA from McMaster University.

Fund(s) Managed:

BMO Guardian Asset Allocation Fund Advisor Series
BMO Guardian Canadian Tactical ETF Class Advisor Series

Keith Taylor, CFA
BMO Asset Management Inc.

Keith Taylor has been a Portfolio Manager with BMO Asset Management since July 2008. Prior to joining BMO Asset Management he was a Portfolio Manager with GGOF Investment Management from March 2001 to July 2008.

Fund(s) Managed:

BMO Guardian Aggressive Growth ETF Portfolio Class Advisor Series
BMO Guardian Aggressive Growth Solution Mutual
BMO Guardian Balanced ETF Portfolio Class Advisor Series
BMO Guardian Balanced Solution Mutual
BMO Guardian Conservative Solution Mutual
BMO Guardian Global Diversified Fund Mutual
BMO Guardian Global Diversified Fund Mutual US$
BMO Guardian Growth ETF Portfolio Class Advisor Series
BMO Guardian Growth Solution Mutual
BMO Guardian Income Solution Mutual
BMO Guardian LifeStage 2017 Class Advisor Series
BMO Guardian LifeStage 2020 Class Advisor Series
BMO Guardian LifeStage 2025 Class Advisor Series
BMO Guardian LifeStage 2030 Class Advisor Series
BMO Guardian LifeStage 2035 Class Advisor Series
BMO Guardian LifeStage 2040 Class Advisor Series
BMO Guardian LifeStage Plus 2017 Fund Advisor Series
BMO Guardian LifeStage Plus 2020 Fund Advisor Series
BMO Guardian LifeStage Plus 2022 Fund Advisor Series
BMO Guardian LifeStage Plus 2025 Fund Advisor Series
BMO Guardian LifeStage Plus 2026 Fund Advisor Series
BMO Guardian LifeStage Plus 2030 Fund Advisor Series
BMO Guardian Security ETF Portfolio Class Advisor Series
BMO Guardian SelectClass Aggressive Growth Portfolio Adv Sr
BMO Guardian SelectClass Balanced Portfolio Advisor Series
BMO Guardian SelectClass Growth Portfolio Advisor Series
BMO Guardian SelectClass Security Portfolio Advisor Series
BMO Guardian U.S. Dollar Monthly Income Fund Advisor Series

Lesley Marks, CFA, MBA, BComm.
BMO Asset Management Inc.

Lesley is the Lead Portfolio Manager for small cap investing at BMO Asset Management Inc. Lesley joined the firm in 1998 and has 16 years of investment industry experience. Prior to joining BMO Asset Management, Lesley was a portfolio manager with a major investment management firm, responsible for the management of Canadian equities for mutual and pension fund assets. Lesley has a Bachelor of Commerce degree from Queen's University, an MBA from the Richard Ivey School of Business and is a CFA charter holder.

Fund(s) Managed:

BMO Guardian LifeStage 2017 Class Advisor Series
BMO Guardian LifeStage 2020 Class Advisor Series
BMO Guardian LifeStage 2025 Class Advisor Series
BMO Guardian LifeStage 2030 Class Advisor Series
BMO Guardian LifeStage 2035 Class Advisor Series
BMO Guardian LifeStage 2040 Class Advisor Series
BMO Guardian Special Equity Fund Advisor Series

Mark McMahon, CFA
BMO Asset Management Inc.

With more than 23 years experience in the Canadian fixed income markets, Mark assumed the role of lead Portfolio Manager for most of BMO Asset Management’s fixed income investments in late 2004. Previously, Mark had been managing discretionary bond portfolios for BMO Asset Management clients. Before joining BMO Asset Management in 1999, Mark was managing the retail trading desk of a major brokerage firm and was the Fixed Income Strategist for their private client division. Mark graduated from Simon Fraser University in 1987 with majors in Economics and Finance and is a CFA charter holder.

Fund(s) Managed:

BMO Guardian Asset Allocation Fund Advisor Series
BMO Guardian Bond Fund Advisor Series
BMO Guardian Canadian Tactical ETF Class Advisor Series
BMO Guardian LifeStage 2017 Class Advisor Series
BMO Guardian LifeStage 2020 Class Advisor Series
BMO Guardian LifeStage 2025 Class Advisor Series
BMO Guardian LifeStage 2030 Class Advisor Series
BMO Guardian LifeStage 2035 Class Advisor Series
BMO Guardian LifeStage 2040 Class Advisor Series
BMO Guardian Money Market Fund Advisor Series
BMO Guardian Mortgage and Short-Term Income Fund Advisor Series
BMO Guardian Short-Term Income Class Advisor Series

Mark Serdan, CA, CFA
BMO Asset Management Inc.

Mark joined BMO Asset Management Inc. in the fall of 2009 and has over 13 years of investment industry experience. He has spent the past 6 years exclusively focused on the materials sector with a concentration on Precious Metals. Prior to joining the firm, Mark was responsible for all investment decisions related to the Canadian materials sector at a major international investment management firm. Mark holds an Honours Bachelor of Commerce degree from the University of Windsor, received his CA from the Institute of Chartered Accountants of Ontario, and is a CFA charter holder.

Fund(s) Managed:

BMO Guardian Precious Metals Fund Advisor Series
BMO Guardian Resource Class Advisor Series
BMO Guardian Resource Fund Advisor Series
BMO Guardian Resource Fund Advisor Series US$

Michael Stanley, CFA, MBA
BMO Asset Management Inc.

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.

Fund(s) Managed:

BMO Guardian Asset Allocation Fund Advisor Series
BMO Guardian Canadian Diversified Monthly Income Fund Mutual
BMO Guardian Canadian Equity Class Advisor Series
BMO Guardian Canadian Tactical ETF Class Advisor Series
BMO Guardian Dividend Class Advisor Series
BMO Guardian Dividend Growth Fund Mutual
BMO Guardian LifeStage 2017 Class Advisor Series
BMO Guardian LifeStage 2020 Class Advisor Series
BMO Guardian LifeStage 2025 Class Advisor Series
BMO Guardian LifeStage 2030 Class Advisor Series
BMO Guardian LifeStage 2035 Class Advisor Series
BMO Guardian LifeStage 2040 Class Advisor Series
BMO Guardian North American Dividend Fund Advisor Series

Rob Bechard, CFA
BMO Asset Management Inc.

Rob Bechard has been in the investment industry since 1998. Prior to joining BMO, Rob was a fixed income portfolio manager at Barclays Global Investors for 7 years in both their London (UK) and Toronto offices. In addition to his fixed income expertise, Rob has worked extensively on synthetic equity and currency hedged portfolios. Rob holds a BSc in mathematics from Queen’s University, Kingston, Canada and an MSc in mathematical trading and finance from City University Business School, London, England. He also has received his CFA designation.

Fund(s) Managed:

BMO Guardian Aggressive Growth ETF Portfolio Class Advisor Series
BMO Guardian Balanced ETF Portfolio Class Advisor Series
BMO Guardian Growth ETF Portfolio Class Advisor Series
BMO Guardian Security ETF Portfolio Class Advisor Series

Robert J. Taylor, CFA, CA
BMO Asset Management Inc.

Robert joined BMO Asset Management Inc. in the fall of 2002 after several years at a Canadian based investment dealer, where he worked in the Equity Research Department. Robert is responsible for the management of Canadian equities with a particular expertise in energy stocks. Robert holds a Bachelor of Business Administration from Wilfrid Laurier University, received his CA from the Institute of Chartered Accountants of Ontario, and is a CFA charter holder.

Fund(s) Managed:

BMO Guardian Asset Allocation Fund Advisor Series
BMO Guardian Canadian Tactical ETF Class Advisor Series
BMO Guardian Global Energy Class Advisor Series
BMO Guardian LifeStage 2017 Class Advisor Series
BMO Guardian LifeStage 2020 Class Advisor Series
BMO Guardian LifeStage 2025 Class Advisor Series
BMO Guardian LifeStage 2030 Class Advisor Series
BMO Guardian LifeStage 2035 Class Advisor Series
BMO Guardian LifeStage 2040 Class Advisor Series
BMO Guardian Resource Class Advisor Series
BMO Guardian Resource Fund Advisor Series

Tyler Hewlett, CFA
BMO Asset Management Inc.

Tyler joined BMO Asset Management Inc. in early 2007. He brings with him experience working with a global financial investment institution in equity research as well as several other areas. His responsibilities at BMO Asset Management include the analysis of companies with an emphasis on small cap opportunities. Tyler holds a Bachelor of Commerce degree from Queen’s University, and is a CFA charter holder.

Fund(s) Managed:

BMO Guardian Special Equity Fund Advisor Series

Robert Beauregard, MBA
Global Alpha Capital Management Ltd.

Robert is Managing Partner and Chief Investment Officer for Global Alpha and is Lead Portfolio Manager for their global small cap equity strategies.

Robert brings over 20 years of financial and investment industry experience to the firm. Prior to founding Global Alpha, Robert was Senior Vice President and portfolio manager at Natcan Investment Management where he managed over $1.5 billion in Canadian and global small cap equities. Before joining Natcan, Robert was manager of a global high tech portfolio and co-manager of the Canadian Small Cap Equity Fund for Caisse de Dépôt du Québec. He has held senior operational, financial and risk management roles with various multi-nationals, including Alcan, IBM and Grant Thornton.

Robert received a B.Admin. from the Royal Military College and an MBA from McGill University. He holds the CFA designation and is a Certified Management Accountant.

Fund(s) Managed:

BMO Guardian Global Small Cap Class Advisor Series
BMO Guardian Global Small Cap Fund Mutual
BMO Guardian Global Small Cap Fund Mutual US$

John Priestman, BA
Guardian Capital LP (GCLP)

John Priestman is a Managing Director at Guardian Capital LP (GCLP). Mr. Priestman began his investment career in 1975 and joined GCLP in 1985. He is co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Canadian Diversified Monthly Income Fund Mutual
BMO Guardian Global Diversified Fund Mutual
BMO Guardian Global Diversified Fund Mutual US$
BMO Guardian Growth and Income Fund Mutual
BMO Guardian Monthly Dividend Fund Ltd. Mutual
BMO Guardian Monthly High Income Fund II Mutual

Kevin Hall, CFA
Guardian Capital LP (GCLP)

Kevin Hall is a Senior Portfolio Manager at Guardian Capital LP (GCLP). Mr. Hall entered the investment industry in 1993 and joined GCLP in 2000. He is co-manager of the funds below:

Fund(s) Managed:

Michele Robitaille, CFA, CBV, CA
Guardian Capital LP (GCLP)

Michele Robitaille is a Senior Portfolio Manager at Guardian Capital LP (GCLP). She began her investment career in 1993 and joined GCLP in 2003. She is co-manager of the funds below:

Fund(s) Managed:

Stephen Kearns, CFA, MBA
Guardian Capital LP (GCLP)

Stephen Kearns is Managing Director, Fixed Income Investments at Guardian Capital LP (GCLP). Mr. Kearns entered the investment industry in 1989 and joined GCLP in 1993. He is lead manager and co-manager of funds below:

Fund(s) Managed:

BMO Guardian Canadian Diversified Monthly Income Fund Mutual
BMO Guardian Floating Rate Income Fund Mutual
BMO Guardian Floating Rate Income Fund Mutual US$
BMO Guardian Global Diversified Fund Mutual
BMO Guardian Global Diversified Fund Mutual US$
BMO Guardian High Yield Bond Fund Mutual

Ted Macklin, CFA
Guardian Capital LP (GCLP)

Ted Macklin is a Managing Director at Guardian Capital LP (GCLP). Mr. Macklin began his investment career in 1983 and joined GCLP in 2000. He is the lead manager and co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Canadian Large Cap Equity Class Advisor Series
BMO Guardian Canadian Large Cap Equity Fund Mutual
BMO Guardian Growth and Income Fund Mutual
BMO Guardian Monthly High Income Fund II Mutual

Daniel L Sido, CFA, MBA, BComm.
Harris Investment Management Inc.

Daniel L. Sido is a Senior Partner and Managing Director - Equities at Harris. Mr. Sido joined Harris in1994 from a St. Louis investment management firm. As a Portfolio Manager, he worked with taxable and non-taxable equity and fixed income assets. He has also worked as a Fundamental and Quantitative Research Analyst. Mr. Sido has 26 years of investment and trust experience, and is a member of the Chicago Quantitative Alliance. He earned an MBA in Finance from St. Louis University, and received a BSc in Finance from Bradley University.

Fund(s) Managed:

BMO Guardian American Equity Class Advisor Series
BMO Guardian American Equity Class Advisor Series US$

Matthew F. Bender, MBA
Harris Investment Management Inc.

Matthew F. Bender is a Principal and Portfolio Manager at Harris. Prior to joining Harris in 2005, Mr. Bender was completing his MBA in Finance and Accounting from the Kellogg School of Management at Northwestern University. Mr. Bender also received a BSc in Economics from the Wharton School at the University of Pennsylvania.

Fund(s) Managed:

BMO Guardian North American Dividend Fund Advisor Series

Peter J. Arts, BA, MBA
Harris Investment Management Inc.

Peter J. Arts is a Principal and Head of Short Duration Fixed Income at Harris, specializing in short-term cash. He joined the firm in 1994 and has 16 years of experience to date. After graduating from Loras College with a BA in Finance, he earned an MBA in Finance from DePaul University.

Fund(s) Managed:

BMO Guardian U.S. Dollar Money Market Fund Advisor Series

T Andrew Janes, CFA, BS
Harris Investment Management Inc.

T. Andrew Janes is a Partner and Equity Portfolio Manager at Harris Investment Management, Inc., specializing in large cap products. Before joining the firm in 1999, he was a Fund Manager and Senior Portfolio Manager for an Ohio-based financial institution. Mr. Janes has 20 years of experience in portfolio management, investment research, and trust administration. He earned a law degree from Capital University, and received a BS in Economics from Ohio State University. Additionally, Mr. Janes holds the Chartered Financial Analyst designation and is a member of CFA Institute and the CFA Society of Chicago.

Fund(s) Managed:

BMO Guardian North American Dividend Fund Advisor Series

Lori Marchildon
HIM Monegy, Inc.

Lori is a Portfolio Manager. She has portfolio management responsibilities in addition to responsibility for the management and development of the credit analysts. Lori has credit coverage accountability for Capital Goods and Consumer Products sectors. She has fourteen years experience in the financial industry. Prior to joining the firm in 2001, Lori spent five years with BMO Financial Group’s Risk Management Group where she led the design and implementation of a risk framework to address credit risk for trading, underwriting and investment portfolios. Lori’s prior experience also includes working as an economist with the federal Department of Finance. Lori has a Masters in Economics from Queen’s University, a Bachelor of Arts in Economics from the University of Western Ontario and is a CFA Charterholder.

Fund(s) Managed:

BMO Guardian U.S. High Yield Bond Fund Advisor Series

Sadhana Valia, CFA
HIM Monegy, Inc.

Sadhana Valia is head of the High Yield team and Senior Portfolio Manager for HIM Monegy. She has twenty-six years experience managing credit risk assets, focusing on high yield since joining the firm in 1998. She previously held senior positions in BMO Financial Group’s Corporate & Investment Banking Group, including the origination, structuring and syndication of project, mergers & acquisition, LBO and corporate loan financings. Sadhana’s prior experience includes three years spent as an executive in the Bank’s Credit Department with responsibility for large corporate, institutional and government accounts. Sadhana has an MBA from the University of Chicago, a Bachelor of Commerce (Hon.) from Carleton University and is a CFA charterholder.

Fund(s) Managed:

BMO Guardian U.S. High Yield Bond Fund Advisor Series

Gareth Maher
Kleinwort Benson Investors International Ltd.

Gareth Maher joined KBI* as Senior Portfolio Manager in 2000. Gareth is a very experienced equity manager having worked for Irish Life Investment Managers for 10 years from 1987 during which time he managed their US., Irish and Far Eastern equity portfolios. In 1997 Gareth joined Eagle Star (Zurich) with responsibility for the Irish, Japanese and Far Eastern equities. Gareth graduated from University College Dublin (UCD) with a first class honours Commerce degree in 1986 followed by a first class honours Masters of Economic Science.

* Note: Kleinwort Benson Investors (KBI) was formed in October 2010 when Kleinwort Benson Group acquired KBC Asset Management Ltd (KBC). Any reference to KBI prior to this date was previously KBC.

Fund(s) Managed:

BMO Guardian Global Dividend Class Advisor Series
BMO Guardian Global Dividend Class Advisor Series US$

Tom Mermuys, CEFA
Kleinwort Benson Investors International Ltd.

Tom Mermuys is a Portfolio Manager at Kleinwort Benson Investors International Ltd (KBI)*. Mr. Mermuys entered the investment industry and joined KBI* in 2003. He is lead manager of BMO Guardian Global Dividend Class.

* Note: Kleinwort Benson Investors (KBI) was formed in October 2010 when Kleinwort Benson Group acquired KBC Asset Management Ltd (KBC). Any reference to KBI prior to this date was previously KBC.

Fund(s) Managed:

BMO Guardian Global Dividend Class Advisor Series
BMO Guardian Global Dividend Class Advisor Series US$

Andrew Lacey, MBA, BA
Lazard Asset Management

Andrew Lacey is a Deputy Chairman at Lazard Asset Management. Mr. Lacey entered the investment industry with Lazard in 1996. He is the co-manager of the fund below:

Fund(s) Managed:

BMO Guardian Global Equity Fund Mutual
BMO Guardian Global Equity Fund Mutual US$
BMO Guardian U.S. Dollar Monthly Income Fund Advisor Series

Eulogio (Joe) Ramos, BS
Lazard Asset Management

Eulogio (Joe) Ramos has been a Director & Portfolio Manager with Lazard since January 2006. Prior to joining Lazard, he was the Chief Investment Officer from Ambac Financial Group.

Fund(s) Managed:

BMO Guardian U.S. Dollar Monthly Income Fund Advisor Series

J. Richard Tutino, fils, CFA
Lazard Asset Management

J. Richard Tutino, Jr. has been a Portfolio Manager/Analyst with Lazard since 1997.

Fund(s) Managed:

BMO Guardian U.S. Dollar Monthly Income Fund Advisor Series

J. William Charlton, MBA
Lazard Asset Management

J. William Charlton has been a Director and Portfolio Manager with Lazard since November 2002.

Fund(s) Managed:

BMO Guardian U.S. Dollar Monthly Income Fund Advisor Series

Jai Jacob, BA
Lazard Asset Management

Jai Jacob is a Director and Portfolio Manager/Analyst, leading the Global Cross-Platform Multistrategy investment team. Prior to joining the Multistrategy investment team, Jai worked in Global Risk Management, Fixed Income, Quantitative Technology and Settlements. He led the development of Lazard’s proprietary Risk Analysis system, and has built quantitative analytical tools for over 40 Lazard investment strategies. Jai began working in the investment field in 1998 upon joining Lazard. He has a BA in English from Cornell University.

Fund(s) Managed:

BMO Guardian Emerging Markets Class Advisor Series
BMO Guardian Emerging Markets Fund Advisor Series
BMO Guardian Emerging Markets Fund Advisor Series US$

James Donald, CFA, BA
Lazard Asset Management

James Donald is a Portfolio Manager/Analyst on the Emerging Markets Equity team and Head of the Emerging Markets Group. He began working in the investment field in 1985. Prior to joining Lazard in 1996, James was a Portfolio Manager with Mercury Asset Management. He has a BA (Hons) in history from the University of Western Ontario.

Fund(s) Managed:

BMO Guardian Global Equity Fund Mutual
BMO Guardian Global Equity Fund Mutual US$

John R Reinsberg, MBA
Lazard Asset Management

John Reinsberg is a Deputy Chairman at Lazard Asset Management. Mr. Reinsberg entered the investment industry in 1981 and joined Lazard in 1992. He is co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Global Equity Fund Mutual
BMO Guardian Global Equity Fund Mutual US$

Matt Haynes, CFA
Lazard Asset Management

Matt Haynes is a Director at Lazard Asset Management. He started in the investment industry in 1989 and joined Lazard in 2005. He is the lead manager and co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Global Absolute Return Class Advisor Series
BMO Guardian Global Absolute Return Fund Mutual
BMO Guardian Global Absolute Return Fund Mutual US$
BMO Guardian Global Diversified Fund Mutual
BMO Guardian Global Diversified Fund Mutual US$

Michael Per, BS
Lazard Asset Management

Michael Per is a Vice-President and Quantitative Research Analyst at Lazard Asset Management. Mr. Per entered the investment industry upon joining Lazard in 1997.

Fund(s) Managed:

BMO Guardian Emerging Markets Class Advisor Series
BMO Guardian Emerging Markets Fund Advisor Series
BMO Guardian Emerging Markets Fund Advisor Series US$

Michael Powers, MBA, BA
Lazard Asset Management

Michael Powers is a Managing Director at Lazard Asset Management. Mr. Powers began his investment career with Lazard in 1990. He is lead manager and co-manager the funds below:

Fund(s) Managed:

BMO Guardian Global Equity Fund Mutual
BMO Guardian Global Equity Fund Mutual US$

Stephen Marra, CFA
Lazard Asset Management

Stephen Marra is a Vice-President and Portfolio Analyst at Lazard Asset Management. Mr. Marra entered the investment industry upon joining Lazard in 1999.

Fund(s) Managed:

BMO Guardian Emerging Markets Class Advisor Series
BMO Guardian Emerging Markets Fund Advisor Series
BMO Guardian Emerging Markets Fund Advisor Series US$

Yvette Klevan, MBA BBA
Lazard Asset Management

Yvette Klevan is a Senior Vice-President and lead manager of Global Core Fixed Income at Lazard Asset Management. She started in the investment industry in 1982 and joined Lazard in 2002. She is co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Global Diversified Fund Mutual
BMO Guardian Global Diversified Fund Mutual US$

Daniel G. Thelen, CFA
Loomis Sayles & Company LP

Dan Thelen is a vice president of Loomis, Sayles & Company and portfolio manager for the Loomis Sayles equity group. He has 19 years of investment industry experience as both a portfolio manager and equity analyst. Dan manages institutional and mutual fund accounts as a member of the small/mid cap value and small cap value investment teams. Prior to joining Loomis Sayles in 1996, Dan worked as an analyst and manager for Price Waterhouse’s valuation services group. He earned a BA and an MBA from Michigan State University.

Fund(s) Managed:

BMO Guardian U.S. Special Equity Fund Advisor Series

David G. Sowerby, CFA
Loomis Sayles & Company LP

David Sowerby joined Loomis Sayles & Company in 1998 and has 24 years of investment management experience. As equity portfolio manager, David works with clients on asset allocation strategies across many Loomis Sayles institutional and mutual fund products. Prior to Loomis Sayles, he served as a senior portfolio manager for Beacon Investment Management Company from 1993-1998.. David earned undergraduate and graduate degrees in economics from Wayne State University. He also holds a Chartered Financial Analyst designation.

Fund(s) Managed:

BMO Guardian U.S. Special Equity Fund Advisor Series

Joseph R. Gatz, CFA
Loomis Sayles & Company LP

Joe Gatz is vice president of Loomis, Sayles & Company and portfolio manager in the Loomis Sayles equity group. He has 23 years of investment experience as both a portfolio manager and equity analyst. Joe is lead portfolio manager for the Loomis Sayles small cap value strategy and co-manager of the small/mid cap strategy. Prior to Loomis Sayles, Joe spent 14 years with Banc One Investment Advisors. He started his investment career at National Bank of Detroit (NBD). Joe earned a BA from Michigan State and an MBA from Indiana University.

Fund(s) Managed:

BMO Guardian U.S. Special Equity Fund Advisor Series

Andrew Maple-Brown, MAppFin.
Macquarie Capital Investment Management LLC

Andrew Maple-Brown, Co-Portfolio Manager of the MFG Infrastructure Securities investment team, joined the Macquarie Funds Group (MFG) in August 2001 in the Debt Markets area, then transferred to the MFG Infrastructure Securities investment team in July 2007. Andrew is based in Sydney with direct responsibilities for the management of the team’s funds that are domiciled in the Asia-Pacific region. Andrew holds a Bachelor of Engineering (1st Class Hons, Mechanical) and a Bachelor of Commerce from the University of Sydney and a Masters of Applied Finance from Macquarie University. Prior to joining Macquarie, Andrew spent over four years at Lend Lease in its Project Finance group. In his roles at Lend Lease and Macquarie Debt Markets, Andrew has in excess of 10 years experience in financing infrastructure and structuring property transactions.

Fund(s) Managed:

BMO Guardian Global Infrastructure Fund Advisor Series

James Chong
Martin Currie Investment Management Ltd.

James Chong joined Martin Currie in 2006, bringing with him 12 years of industry experience, to strengthen the firm's multi-cap expertise in the greater China region. Based in Edinburgh, he works with Martin Currie's China team, with research analysts in Shanghai, and with Martin Currie's award-winning Asia team. Prior to joining Martin Currie, he was Vice-President of equities at Lombard Odier Darier Hentsch, where he managed several greater China mandates. Mr. Chong initially worked as an auditor and tax accountant with PricewaterhouseCoopers LLP in Hong Kong.

Fund(s) Managed:

BMO Guardian Greater China Class Advisor Series

Jesper O. Madsen, CFA
Matthews International Capital Management

Jesper Madsen is Portfolio Manager at Matthews International Capital Management (Matthews). Mr. Madsen entered the industry in 2002 and joined Matthews in 2004. He is co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Asian Growth & Income Class Advisor Series
BMO Guardian Asian Growth and Income Fund Mutual
BMO Guardian Asian Growth and Income Fund Mutual US$

Kenneth Lowe, CFA
Matthews International Capital Management

Kenneth Lowe is Portfolio Manager at Matthews International Capital Management (Matthews). Mr. Lowe entered the industry in 2006 and joined Matthews in 2010. He is co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Asian Growth & Income Class Advisor Series
BMO Guardian Asian Growth and Income Fund Mutual
BMO Guardian Asian Growth and Income Fund Mutual US$

Robert J. Horrocks, PhD
Matthews International Capital Management

Robert Horrocks is Chief Investment Officer at Matthews International Capital Management, LLC and a Portfolio Manager. Mr Horrocks entered the industry in 1994 and joined Matthews in 2008. He is co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Asian Growth & Income Class Advisor Series
BMO Guardian Asian Growth and Income Fund Mutual
BMO Guardian Asian Growth and Income Fund Mutual US$

Taizo Ishida, MA
Matthews International Capital Management

Taizo Ishida is a Portfolio Manager at Matthews International Capital Management (Matthews). Mr. Ishida began his investment career in 1990 and joined Matthews in 2006. He is the co-manager of funds below:

Fund(s) Managed:

BMO Guardian Global Diversified Fund Mutual
BMO Guardian Global Diversified Fund Mutual US$

Martin Ferguson, CFA, BComm
Mawer Investment Management Ltd.

Martin Ferguson is a Director and Portfolio Manager at Mawer Investment Management Ltd. He started in the investment industry in 1982 and joined Mawer in 1996. He is the lead manager of the fund below:

Fund(s) Managed:

BMO Guardian Enterprise Fund Mutual

Curtis A Mewbourne
PIMCO (Pacific Investment Mgmt. Co.)

Curtis A. Mewbourne is a managing director and generalist portfolio manager in the Newport Beach office. He is co-head of the emerging markets portfolio management team and head of the diversified income and insurance portfolio management teams. Mr. Mewbourne also serves as a member of the Executive Committee and the PIMCO Foundation Investment Committee. Prior to joining PIMCO in 1999, he was a bond trader at Salomon Brothers and at Lehman Brothers. He has 17 years of trading and portfolio management experience. He holds an engineering degree in computer science from the University of Pennsylvania.

Fund(s) Managed:

BMO Guardian Global Strategic Bond Fund Advisor Series

Ed Devlin, BA, MBA
PIMCO (Pacific Investment Mgmt. Co.)

Ed Devlin is a Senior Vice President within the global portfolio management group at PIMCO. Mr. Devlin started his investment career in 1993 and joined PIMCO in 2006. He is lead manager of the fund below:

Fund(s) Managed:

BMO Guardian Global Bond Fund Mutual

Daniel McDonagh, CFA
Pyrford International Ltd.

Daniel McDonagh joined Pyrford in October 1997 after graduating from Oxford University with a degree in Politics and Economics. Daniel worked as a research analyst within the European portfolio management team prior to his promotion to Portfolio Manager in 2003. He became a CFA charter holder in 2000 and was appointed Head of Europe and the UK in October 2009.

Fund(s) Managed:

BMO Guardian International Value Class Advisor Series

Paul Simons, CFA
Pyrford International Ltd.

Paul Simons joined Pyrford in 1996 after graduating from Oxford University with a degree in geography. He began his fund management career in 1997 and became a CFA charter holder in 2000, as well being awarded his Master of Arts. Paul was appointed Head of the Asia-Pacific team and a member of the Investment Strategy Committee in 2008.

Fund(s) Managed:

BMO Guardian International Value Class Advisor Series

Tony Cousins, CFA
Pyrford International Ltd.

Tony Cousins joined Pyrford in 1989 and obtained his Master of Arts and became a CFA charterholder in 1990. He is Director, Portfolio Management and is responsible for the European region (including UK) and is a member of the investment strategy committee. After graduating from Cambridge University in 1985 with a Bachelor of Arts, Tony joined Daiwa International Capital Management in London as an Equity Portfolio Manager.

Fund(s) Managed:

BMO Guardian Global Tactical ETF Class Advisor Series
BMO Guardian International Value Class Advisor Series

Huachen Chen, CFA, MBA, MSc.
RCM Capital Management LLC

Huachen Chen is a Senior Portfolio Manager at RCM. Mr. Chen entered the investment industry in 1980 and joined RCM in 1984. He is co-manager of the funds below:

Fund(s) Managed:

BMO Guardian Global Technology Class Advisor Series
BMO Guardian Global Technology Fund Mutual
BMO Guardian Global Technology Fund Mutual US$

Matthew Bowyer, CFA, MSc.
RCM Capital Management LLC

Matthew Bowyer is Portfolio Manager, Global Equities at RCM Capital Management. Mr. Bowyer entered the investment industry in 1985 and joined RCM in 2004.

Fund(s) Managed:

BMO Guardian Sustainable Opportunities Class Advisor Series

Sue Chan, CFA, MA
RCM Capital Management LLC

Sue Chan is Lead Global Sustainability Portfolio Manager at RCM Capital Management. Mrs. Chan entered the investment industry in 1990 and join RCM in 2008.

Fund(s) Managed:

BMO Guardian Sustainable Opportunities Class Advisor Series

Vipin Ahuja, CFA, MBA
RCM Capital Management LLC

Vipin Ahuja is a Senior Analyst on RCM’s Sustainable Research Team. Mr. Ahuja entered the investment industry in 1997 and joined RCM in 2009.

Fund(s) Managed:

BMO Guardian Sustainable Climate Class Advisor Series

Walter Price, CFA, MBA, MSc
RCM Capital Management LLC

Walter Price is a Managing Director and Senior Analyst at RCM. Mr. Price entered the investment industry in 1971 and joined RCM in 1972. He is lead manager of the fund below:

Fund(s) Managed:

BMO Guardian Global Technology Class Advisor Series
BMO Guardian Global Technology Fund Mutual
BMO Guardian Global Technology Fund Mutual US$

Matthew Benkendorf, BSc
Vontobel Asset Management Inc.

Matthew Benkendorf is Portfolio Manager of the European Equity Strategy. Additionally, he is also a senior research analyst in the Non-US Equity Group. He joined Vontobel Asset Management, Inc. as a Portfolio Administrator in 1999, where he primarily dealt with trade settlements and general trading operations. Mr. Benkendorf worked for Morgan Stanley in Denver, Colorado assisting in the client servicing and retail sales department. Mr. Benkendorf received his Bachelor of Science in Finance from the University of Denver.

Fund(s) Managed:

BMO Guardian European Fund Advisor Series
BMO Guardian European Fund Advisor Series US$

Rajiv Jain, MBA, MA, BComm
Vontobel Asset Management Inc.

Rajiv Jain is a Senior Portfolio Manager in the International Equity Group and holds the titles of Managing Director and Senior Vice President. Mr. Jain joined Vontobel in 1994. Before joining Vontobel he held a portfolio management position at Swiss Bank Corporation. Mr. Jain graduated with a Bachelor of Commerce (Honours) degree from Punjab University, has a Masters degree in Finance from the University of Ajmer in India and received an MBA from the University of Miami.

Fund(s) Managed:

BMO Guardian European Fund Advisor Series
BMO Guardian European Fund Advisor Series US$