BMO MatchMaker Savings Portfolio is suited to the savings-conscious investor. Emphasis is on capital preservation and flexibility with limited exposure to BMO Mutual Funds invested in stocks or equities.

As with all BMO MatchMaker Strategic Portfolios, your contributions will be automatically distributed according to the make-up of your Savings Portfolio. For the GIC portion of this portfolio, the minimum purchase is $250. Contributions will accumulate in a BMO Bank of Montreal Daily Interest Savings Account and a GIC will automatically be purchased once the $250 minimum amount has been accumulated. Because this portfolio contains a GIC component and has been designed to provide investors with less variability, this portfolio will not be automatically rebalanced.

About BMO MatchMaker

BMO MatchMaker Strategic Investment Service helps you build a mutual fund portfolio that can work for you even when you're spending time looking after other important priorities in your life. BMO MatchMaker offers a disciplined and structured approach to investing and is uniquely designed to work for you and your investments.

BMO MatchMaker Strategic Portfolios are re-balanced periodically to maintain your original mix of assets. They are generally reviewed four times a year and will automatically be rebalanced for you if the strategic portfolio exceeds its set target range in order to restore the recommended weightings of the funds in the portfolio. For more information on the target ranges, please refer to the BMO Mutual Funds Simplified Prospectus.

Benefits of BMO MatchMaker

• Time savings and convenience
• Based upon strategic asset allocation
• Helps optimize return for different risk tolerances
• Provides automatic rebalancing
• Access to professional money management