List of Mutual Funds approved for transfer to a BMO InvestorLine account

For your convenience and ease of navigation, we have divided this list into two sections:
(Last updated: February 2011)
Mutual Funds
There is no fee* to buy, sell or switch from the following No Fee Fund families.

* Exempting Money Market and T-Bill funds and back load (DSC) funds, an early redemption fee of $43 ($35 for electronic orders) will be charged for funds held for less than 90 days. Switch orders are subject to same early redemption fee. Some fund companies may also charge additional fees. These include early redemption fee, deferred sales charge on redemption for DSC funds, and initial account set-up fee.
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
A
  • Abria Alternative Investments
  • Accumulus Management Ltd.
  • Acker Finley
  • Acuity Funds Inc.
  • Advisors Advantage Trust
  • Aegon (IMMAXX) Funds
  • AGF Ltd.
  • AIC Ltd.
  • AIM/Trimark
  • All Canadian Management
  • Altamira
  • Argentum
  • ArrowHedge Partners
  • Artisan Funds
  • Asset Logics Capital Management
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B
  • Beutel Goodman & Co.
  • Biocapital
  • Blumont Capital Management
  • BMO Mutual Funds
  • Brandes Investments
  • Brookshore Raw Materials Group
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C
  • Caldwell Investments
  • Capital International Mutual Funds
  • Capstone Investments
  • Cartier Mutual Funds
  • Chou Asset Management
  • CI Investments Inc.
  • CIBC World Markets
  • CIBC Mutual Funds
  • Clarington Funds Inc.
  • CM Investment Management
  • Counsel Corporation
  • Creststreet Mutual Funds Ltd.
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D
  • Desjardins
  • DOCP Management Corporation (formerly DeltaOne Capital)
  • Dimensional Fund Advantage
  • Dominion Equity Resource Funds
  • Dynamic Mutual Funds
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E
  • Edgepoint Wealth Management Inc.
  • Elliott & Page (now Manulife Investments)
  • Enervest Funds Management Inc.
  • Epic Capital Management Inc.
  • Equilibrium Cap. Management Funds
  • Ethical Funds
  • ETF Capital Management
  • Evolution/Avix/Azura Funds
  • Excel Funds Management
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F
  • Fidelity Investments
  • First Horizons
  • Franklin Templeton Bisset Inv.
  • Friedberg Mercantile Group Ltd.
  • Front Street (Tuscarora)
  • FrontierAlt Funds Management
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G
  • Galileo Funds Inc.
  • GBC Asset Management
  • GGOF Guardian Mutual Funds
  • Goodwood Capital Inc.
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H
  • Halcyon Fund Management
  • Hartford Investment Canada
  • Hillsdale Investment Management
  • HSBC Investments
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I
  • Industrial Alliance Fund Management
  • ING Investment Management
  • Inhance Investment Management Inc.
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J
  • JHI Counsel
  • JovFunds Management Inc.
  • Juniper Fund Management
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L
  • Landry Morin Inc.
  • Lakeview Asset Management
  • Lawrence Asset Management Inc.
  • Leith Wheller Investment
  • Legg Mason Canada
  • Logix Asset Management
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M
  • Mackenzie Financial
  • Manulife Investments (formerly Elliott & Page)
  • Maestral Funds
  • Man Investment Canada Corp.
  • Marquest Asset Management
  • Mavrix Fund Management
  • Mawer Mutual Funds
  • McLean Budden
  • Meritas
  • Middlefield Financial Ltd.
  • Millenium Bullion Fund
  • MineralField Funds Management Inc.
  • Mountainview Asset Management
  • Mulvihill Funds
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N
  • National Bank Mutual Funds
  • Navigator Capital Management
  • NBF Turnkey Solutions
  • Nexgen Financial
  • Norrep
  • Norshield Asset Management
  • Northwest Mutual Funds
  • Northern Rivers Fund Management
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O
  • O'Donnell Capital Group
  • Olympus United Group (managed by Norshield)
  • ONE Financial
  • OpenSky Capital
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P
  • Pescara Partners Inc.
  • Philips, Hager & North
  • Picton Mahoney Asset Management
  • Pro-Hedge Funds Inc.
  • Putnam Investments
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Q
  • Quadrexx Asset Management
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R
  • RBC Mutual Funds
  • RBC Capital Markets
  • Redwood Asset Management
  • Resolute Growth
  • ROI Management Fund
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S
  • Salida Capital Corp.
  • Sarbit Asset Management Inc.
  • Saxon Funds
  • Sceptre Investment Council
  • SciVest Alternative Strategies Inc.
  • Scotia Mutual Funds
  • Selective Asset Management Inc.
  • Sentry Select Capital Corporation
  • Sprott Asset Management
  • Standard Life Mutual Funds
  • Steadyhand Investment Funds Ltd
  • Stone & Company Ltd.
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T
  • Talvest Fund Management
  • TD Asset Management
  • TDK Management Inc.
  • Thales Fund Management
  • Tradex Management Inc.
  • Tricycle Asset Management
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U
  • University Avenue Management Ltd.
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V
  • Van Arbor Asset Management
  • VenGrowth Capital Management
  • Vertex One Asset
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W
  • Webb Asset Management Inc.
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Z
  • Zenith Investment Funds

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Labour Sponsored Funds
The following Labour Sponsored Investment Funds are available from BMO InvestorLine.
A B C D E F G H  I  J K L M N O P Q R S T U V W X Y Z
A
  • Algonquin Power Venture
  • Altruista
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B
  • B.E.S.T. Discoveries
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C
  • Capital Alliance Ventures
  • Centerfire Investment Management
  • C.I. Covington/ENSIS
  • Covington Group of Funds
  • Crocus LSVCC (Manitoba Fed Labour)
  • Crown Ventures (PFM Corp. Finance)
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D
  • Discovery Capital Corporation
  • Dynamic Venture Opportunities
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F
  • First Ontario
  • Front Street Capital
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G
  • Golden Opportunities
  • Growthworks Capital
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I
  • Impax (Canadian Medical Discovery)
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L
  • Lawrence Enterprise
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P
  • Pender Growth Fund (VCC) Inc.
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R
  • Retrocomm Growth
  • ROI Management Fund
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S
  • SaskWorks Venture Fund Inc.
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T
  • Talvest Funds Management
  • Terra Firma LSVCC
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V
  • VenGrowth Capital Management
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W
  • Workers Investment Fund
  • Working Opportunities Fund

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