At SIA Wealth, we offer and expertly manage a diverse range of investment products tailored to meet the dynamic needs of the market and our clients’ goals. Our investment process, style, and technique provides the flexibility to navigate freely between asset classes as market conditions evolve.
Unlike traditional mandates that limit investments mainly to equities, our strategy is adaptable, allowing us to shift focus in response to changing market dynamics and capital flows.
Access concentrated, high conviction active Canadian stock strategy that focuses on relative strength.
The BMO SIA Focused Canadian Equity Fund (ZFC) is an active stock strategy using technical analytics developed by SIA Wealth to create a custom Canadian Universe and a disciplined rules based buy/sell strategy.
Compliment your current Canadian equity exposure and strategies with an active strategy targeting Canada’s top relative strength performers using systematic and disciplined approach.
Access concentrated, high conviction active North American stock strategy that focuses on relative strength.
The BMO SIA Focused North American Equity Fund (ZFN) is an active stock strategy that is a compliment to existing Tactical Asset Allocation Strategies.
SIA Wealth will focus on where the strength is between US and Canadian equities. Tactically shifting between both asset classes.
Unconstrained Global ETF and Stock Mandate powered by SIA’s proprietary Relative Strength Methodology
Based on an “unconstrained” global equity mandate, the BMO Tactical Global Equity ETF Fund aims to provide long-term capital growth by investing primarily in a diversified portfolio of global equity exchange traded funds and individual securities. The fund’s asset mix may be changed over time to reflect the portfolio manager’s outlook for each asset class.
The Fund uses a combination of global macro analysis and technical indicators to build a diversified global portfolio. By employing market leading momentum tools, the portfolio manager can tactically take advantage of both short market term opportunities or longer-term market trends.
A Balanced Asset Allocation ETF Fund that combines holdings in Equity ETFs, Bond ETFs and individual stocks powered by SIA’s proprietary Relative Strength Methodology
Based on an “unconstrained” global equity and fixed income mandate, the BMO Tactical Global Asset Allocation ETF Fund combines holdings in Equity ETFs, Bond ETFs and individual stocks. This fund’s objective is to provide long-term capital growth and preservation of capital by investing primarily in a globally diversified balanced portfolio. The fund’s asset mix with respect to equities and bonds may be changed over time to reflect the portfolio manager’s outlook.
The Fund uses a combination of global macro analysis and technical indicators to build a global balanced portfolio that invests primarily in equity and fixed income ETFs, with the flexibility to also invest in securities directly. By employing market leading momentum tools, the portfolio manager can tactically take advantage of both short market term opportunities and longer-term market trends.
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc.
®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.
BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms.
BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.
Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in the BMO Mutual Funds, please see the specific risks set out in the prospectus. ETF Series of the BMO Mutual Funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
(Formerly SIA Tactical US Pool)
Initially launched in 2017 as the SIA Tactical US Pool and later renamed in October 2019, SIAWM offers the ML Global Tactical Pool through an Offering Memorandum. This Pool utilizes SIA’s proprietary Relative Strength Analysis to select the top-ranked investments for the portfolio through various market environments. This enables the pool to pursue long-term capital appreciation while attempting to protect capital value from major stock market downturns.
The ML Global Tactical Pool primarily invests in North American Stocks and Global ETFs that exhibit strong relative strength characteristics. In addition, being an unconstrained mandate, the manager of the fund can provide potentially meaningful risk management strategies. SIAWM can remove all equity exposure when they determine equity conditions are not favourable and seek preservation of capital by investing the portfolio into non-equity positions such as cash and fixed income.
Disclaimer: SIA Wealth Management Inc. (SIAWM) specifically represents that it does not give investment advice or advocate the purchase or sale of any security or investment whatsoever. This information has been prepared without regard to any particular investor’s investment objectives, financial situation, and needs. None of the information contained in this document constitutes an offer to sell or the solicitation of an offer to buy any security or other investment or an offer to provide investment services of any kind. As such, advisors and their clients should not act on any recommendation (express or implied) or information in this report without obtaining specific advice in relation to their accounts and should not rely on information herein as the primary basis for their investment decisions. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources, believed to be reliable. SIAWM nor its third party content providers make any representations or warranties or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein and shall not be liable for any errors, inaccuracies or delays in content, or for any actions taken in reliance thereon. Any statements nonfactual in nature constitute only current opinions, which are subject to change without notice.
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