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Rollover to a Registered Disability Savings Plan
As of July 1, 2011, the Registered Disability Savings Plans of financially dependent children or grandchildren are eligible to receive funds from a deceased parent or grandparent’s registered Retirement Savings Plan (RSP), Retirement Income Fund (RIF) or Registered Pension Plan (RPP). The proceeds ‘rollover’ on a tax-free basis, count toward the RDSP lifetime contribution limit of $200,000, but are ineligible for matching Canada Disability Savings Grants.
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BMO Guardian Asset Allocation Fund Advisor Series & BMO Guardian Canadian Tactical ETF Class Advisor Series - Asset Mix Notification, May 2011
Effective immediately, the BMO Asset Management Inc. asset mix team has initiated an asset mix change to BMO Guardian Asset Allocation Fund and the BMO Guardian Canadian Tactical ETF Class by reducing the fixed income exposure in favour of equities.

BMO Investments Inc. Announces Certain Classes of some BMO Guardian Funds Will no Longer be Qualified for Distribution by Prospectus
Toronto, June 8, 2011 – BMO Investments Inc. today announced that certain classes of some BMO Guardian Funds will cease to be offered for sale effective June 16, 2011 and will no longer be qualified for distribution by simplified prospectus.
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BMO Investments Inc. Announces Portfolio Management Change
Toronto, April 18, 2011 – BMO Investments Inc. announced today that the portfolio managers for BMO Asset Allocation Fund (the "Fund") have changed.
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BMO Investments Inc. Announces Name Changes to BMO Global High Yield Bond Fund
Toronto, April 6, 2011 – BMO Investments Inc. today announced a change to the name and the investment strategy of BMO Global High Yield Bond Fund (the "Fund"), including BMO Guardian Global High Yield Bond Fund Advisor Series and BMO Guardian Global High Yield Bond Fund Series F.
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BMO Investments Inc. Wins Prestigious Lipper Awards for Strong Performance
BMO Guardian Asian Growth and Income Fund has received the 2011 Lipper Award for best fund over three and five years in the Asia Pacific Equity category, and BMO Guardian Global Technology Fund Classic received the 2011 Lipper award for best fund over one, five and ten years in the Science and Technology Equity category.
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BMO Investments Inc. Announces Changes to the Investment Strategies of its BMO LifeStage Classes
Toronto, November 19, 2010 – BMO Investments Inc. announced today changes to the investment strategies of BMO LifeStage 2017 Class, BMO LifeStage 2020 Class, BMO LifeStage 2025 Class, BMO  LifeStage 2030 Class, BMO LifeStage 2035 Class and BMO LifeStage 2040 Class (collectively the “BMO Guardian LifeStage Classes”) of BMO Global Tax Advantage Funds Inc., a mutual fund corporation.
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Harmonized Sales Tax Information

BMO Guardian Funds Launches New Mutual Fund Portfolios of Exchange Traded Funds, Giving Investors More Access to the ETF Market
Toronto, April 26, 2010 – BMO Guardian Funds today announced the launch of six new mutual fund portfolios of Exchange Traded Funds (ETFs), giving investors broader choice and greater access to the growing ETF market.
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Distribution of Net Assets of GGOF 2008-I Mining Flow-Through Limited Partnership
Toronto, April 8, 2010 – BMO Investments Inc., the manager of GGOF 2008-I Mining Flow-Through Limited Partnership (the “LP”), today announced that, on or about June 28, 2010, the net assets of the LP will be distributed to limited partners.
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BMO Investments Inc. Announces Portfolio Management Change
Toronto, March 31, 2010 – BMO Investments Inc. announced today that the portfolio manager for BMO U.S. Special Equity Fund will change.
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BMO Investments Inc. Announces Portfolio Management Change
Toronto, March 2, 2010 – BMO Investments Inc. announced today that the portfolio manager for BMO Sustainable Opportunities Class and BMO Sustainable Climate Class will change.
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Federal Budget Review 2010
On March 4, 2010, Federal Finance Minister James Flaherty released the 2010 Federal Budget which he described as a ‘jobs and growth’ budget. The most significant personal income tax measures are summarized in the attached. Readers are cautioned to consult with their tax advisors for specific advice on how they may be affected by these tax measures.
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BMO Registered Disability Savings Plan - Presentation

BMO Investments Inc. finalizes amalgamation with Guardian Group of Funds Ltd.
Toronto, November 2, 2009 – Effective November 1, 2009, BMO Investments Inc. and Guardian Group of Funds Ltd. amalgamated to form a single legal entity.
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BMO Guardian to offer Registered Disability Savings Plan (RDSP)
Toronto, November 25, 2009 – BMO Financial Group today announced it will be the first financial institution in Canada to offer the Registered Disability Savings Plan (RDSP) directly to investment advisors through BMO Guardian Funds.
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Guardian Group of Funds Ltd. Announces Distribution Policy Changes
Toronto, October 9, 2009 – Guardian Group of Funds Ltd. announced today that the distribution policy of both BMO Guardian Monthly High Income Fund and BMO Guardian Monthly High Income Fund II will change and that the maximum annual service fee rates will change for BMO Guardian Monthly High Income Fund.
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BMO Investments Inc. and Guardian Group of Funds Ltd. Announce Changes to their Mutual
Fund Line-Ups
Toronto, September 25, 2009 – BMO Investments Inc. and Guardian Group of Funds Ltd. today announced proposed changes to the BMO Guardian Funds and BMO Mutual Funds line-ups.
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GGOF 2007 Mining Flow-Through Limited Partnership announces distribution of net assets
Toronto, August 21, 2009 – Guardian Group of Funds Ltd., the manager of the GGOF 2007 Mining Flow-Through Limited Partnership (the ’LP’) announced today that the net assets of the LP were distributed today to the limited partners.
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BMO Investments Inc. Announces Amalgamation with Guardian Group of Funds Ltd. 
Toronto, July 6, 2009 – It was announced today that, effective on or about November 1, 2009, BMO Investments Inc. and Guardian Group of Funds Ltd. are expected to amalgamate to form a single legal entity.
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Webcast April 8, 2009 - Economic Outlook: The Big Questions
Join us for expert commentary and insight into the state of the Canadian economy. Have all your questions answered on housing, interest rates and the Canadian dollar. This insightful presentation will help you structure your investment and financial plans..
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Summary of Distributions – January 29, 2009

BMO Investments Announces Changes to the BMO LifeStage Plus Family of Funds
Toronto, January 26 - BMO Investments Inc. today announced the launch of two new BMO LifeStage Plus Funds...
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BMO Guardian Funds 2008 Distribution Parameters


Summary of Distributions – December 19, 2008

New Investment Advisor Appointed to GGOF American Equity Fund Ltd.
Guardian Group of Funds Ltd. today announced that, effective March 18, 2009, it is appointing Harris Investment Management Inc. as portfolio advisor for GGOF American Equity Fund Ltd...
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BMO Guardian Funds Win Four Awards at the Canadian Investment Awards Ceremony
Four BMO Guardian Funds were recognized at the 14th annual Canadian Investment Awards ceremony held in Toronto on December 3...
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GGOF Renames its Fund Family BMO Guardian Funds

New funds, new series, a corporate class structure, and additional investment management services provide advisors with new opportunities...
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New Funds and Series launched within the BMO Guardian Funds family

Under a new brand name announced today, the BMO Guardian Funds family expands to provide advisors a broad line-up of investment options...
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GGOF Announces Changes to Two Mutual Funds
GGOF reopens the popular GGOF Monthly Dividend Fund Ltd.; changes distribution frequency of GGOF Dividend Growth Fund...
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GGOF and BMO Mutual Funds Win Lipper Awards
BMO Resource Fund, BMO Dividend Fund and GGOF Global Technology Fund receive top honours...
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GGOF Monthly Dividend Fund Ltd. Eligible Dividend Designation - March 27, 2007
The 2006 Federal Budget proposal to reduce the effective rate of income tax on "eligible dividends" paid by Canadian...
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