Defined Contribution Plan Summit

BMO Group Retirement Services Inc. (“BMO GRS”) is a full-service provider of group retirement savings plans.  We are a separate legal entity, wholly owned by BMO Financial Group (BMO FG).  

Backed by the strength of BMO
As part of BMO Financial Group, BMO GRS offers the strength and great governance of a Canadian Bank – BMO Bank of Montreal.  BMO FG has a diversified business base across all financial services with operations in Canada and around the globe. 

Our service commitment
BMO FG is dedicated to client service and has a particular objective to be “the retirement bank” in Canada.  BMO GRS is a key component of this strategy guiding plan members to retirement. 

Our product offering
At BMO GRS, we take pride in our client service and in the unique value we can provide to our clients.  This includes:

Governex – for plan sponsors: Our dedication to good governance, to assist plan sponsors with their fiduciary duties.

Open Architecture Platform: A diverse selection of investment fund managers offering a full range of investment products.  We continue to evolve as we have recently introduced target date funds (with underlying ETFs) and ETF portfolios as options to our platform.

LifeGARD – for plan members: Our commitment to plan member support including a full suite of decision support tools and materials as well as Help Desk support and tangible savings through BMO GRS Group Banking options.

Group Banking: Our ability to speak to both sides of the balance sheet for your employees – engaging the younger employee who finds it hard to relate to long term retirement planning and providing tangible financial advantages to all employees.

BMO Financial Group services – for retirees: Access to a full range of BMO FG products and services for those transitioning into retirement or otherwise leaving their current employment.  This includes financial planning and access to retirement income alternatives.

BMO GRS defines a great client experience by offering a full range of retirement services and giving the plan sponsor peace of mind.

For more information, visit our website at bmo.com/grs

For more information, contact Laurie Asuncion Editor, Conferences and Online Events

This page was last updated: January 7, 2011