Our Investments

Our Investments Opportunities

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Our Investments

SIA Wealth Management (SIAWM) offers and manages various different investment products. SIAWM currently manages: BMO Tactical Global Equity ETF Fund, BMO Tactical Global Bond ETF Fund and BMO Tactical Global Asset Allocation ETF Fund. SIAWM currently offers its own funds including: SIA Tactical U.S. Pool, and the SIA Tactical Market Neutral Pool, with more new funds on the way.

Our mandates are unconstrained to allow more flexibility when moving between asset classes as market conditions change. We do not have a mandate that limits us to being fully invested in equities, we can go elsewhere as market conditions and capital flows change.  The benefit of this approach is that as our research generates insights into which asset classes or groups are outperforming and which areas are falling out of favor.  Our multi-step investment process considers risk and Relative Strength to address all potential scenarios and looks to capitalize on changes in the markets.

Through our objective, comparative analysis of asset classes, sectors and investments we are able to focus our holdings on the top performing ETFs and securities in the top ranked asset classes to invest in. By looking at the macro and micro trends that drive sector and geographic asset mix decisions, we work to generate the best possible results.

ETFs

BMO SIA Focused Canadian Equity Fund

NEW!

Access concentrated, high conviction active Canadian stock strategies that focus on relative strength

BMO SIA Focused North American Equity Fund

NEW!

Access concentrated, high conviction active North American stock strategies that focus on relative strength

Mutual Funds

BMO Tactical Global Equity ETF Fund

Unconstrained Global ETF and Stock Mandate powered by SIA’s proprietary Relative Strength Methodology

BMO Tactical Global Bond ETF Fund

Unconstrained Global ETF Bond Mandate powered by SIA’s proprietary Relative Strength Methodology

BMO Tactical Global Asset Allocation ETF Fund

A Balanced Asset Allocation ETF Fund that combines holdings in Equity ETFs, Bond ETFs and individual stocks

Private Pools

SIA Tactical US Pool

Tactical U.S. Pool takes factor-based investing one step further by applying a “Factor-Based Methodology within another Factor-Based Universe”

SIA Tactical Market Neutral Pool

Tactical Market Neutral Pool seeks to have a lower beta and volatility with better risk-adjusted returns versus the equities market, while attempting to provide downside protection

New! BMO ETF

BMO SIA Focused Canadian Equity Fund

Access concentrated, high conviction active Canadian stock strategy that focuses on relative strength.

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.

  • Utilize exclusive access to SIA Charts analysis technology
  • Benefit from active management that shifts the portfolio based on current market trends for greater growth potential in bull markets and the potential for advanced protection in bear markets
  • Rules based decisions removes the biases and emotions that can harm performance from investing

For more fund details, click on the BMO link below.

®/™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.

New! BMO ETF

BMO SIA Focused North American Equity Fund

Access concentrated, high conviction active North American stock strategy that focuses on relative strength.

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.

  • Utilize exclusive access to SIA Charts analysis technology
  • Benefit from active management that shifts the portfolio based on current market trends for greater growth potential in bull markets and the potential for advanced protection in bear markets
  • Rules based decisions removes the biases and emotions that can harm performance from investing

For more fund details, click on the BMO link below.

®/™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.

BMO Mutual Fund

BMO Tactical Global Equity ETF Fund

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.

  • Utilize exclusive access to SIA Charts analysis technology
  • Benefit from active management that shifts the portfolio based on current market trends for greater growth potential in bull markets and the potential for advanced protection in bear markets
  • Rules based decisions removes the biases and emotions that can harm performance from investing

For more fund details, click on the BMO link below.

®/™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.

BMO Mutual Fund

BMO Tactical Global Bond ETF Fund

Unconstrained Global ETF Bond Mandate powered by SIA’s proprietary Relative Strength Methodology

Based on an “unconstrained” global fixed income mandate, the BMO Tactical Global Bond ETF Fund aims to provide long-term capital growth and preservation of capital by investing primarily in a diversified portfolio of global fixed income exchange traded funds. 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 global fixed income portfolio using ETFs. By employing market leading momentum tools, the portfolio manager can tactically take advantage of both short market term opportunities or longer-term market trends.

  • Utilize exclusive access to SIA Charts analysis technology
  • Benefit from active management that shifts the portfolio based on current market trends for greater growth potential in bull markets and the potential for advanced protection in bear markets
  • Rules based decisions removes the biases and emotions that can harm performance from investing

For more fund details, click on the BMO link below.

®/™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.

BMO Mutual Fund

BMO Tactical Global Asset Allocation ETF Fund

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.

  • Utilize exclusive access to SIA Charts analysis technology
  • Benefit from active management that shifts the portfolio based on current market trends for greater growth potential in bull markets and the potential for advanced protection in bear markets
  • Rules based decisions removes the biases and emotions that can harm performance from investing

For more fund details, click on the BMO link below.

®/™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.

SIA Wealth Private Pool

SIA Tactical US Pool

Launched in 2017, SIAWM offers the Tactical U.S. Pool through an Offering Memorandum. This Pool combines SIA’s proprietary Relative Strength Analysis with Factor Based Investing 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.

One of the main attractions of the SIAWM Tactical U.S. Pool is its use of Factor Based analysis. Different market segments: such as growth, momentum, value, large cap, small cap, dividend yield, low volatility and others can perform relatively better at different times. Rather than sticking with a single philosophy or strategy through good times and bad, our analysis focuses on the factors that are showing the strongest relative performance at any given time and to move between factors as market conditions change.

The Tactical U.S. Pool invests in approximately 28-36 different positions. The pool owns top ranked stocks within 9 different Factor Based Index Universes, and exits when the stock ranking drops below predefined levels within each universe. Combining factor and tactical strategies, the pool offers the benefits of strategic diversification, relative strength, and risk management through ever-changing market conditions.

  • SIA Factor Squared investing applies factor-based methodology within another factor-based universe
  • Follows market factors as the primary contributors to performance over time
  • Identifies the top performing stocks within factor-based universes to build a diversified portfolio of strong investments
  • Tactical portfolio adjustments based on the SIA Equity Action CallTM

Interested parties should contact their investment professional.

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.

SIA Wealth Private Pool

SIA Tactical Market Neutral Pool

SIA Wealth Management offers a Tactical Market Neutral Pool launched in January 2017 that seeks to have lower beta and volatility while offering better risk-adjusted returns relative to equities markets. The pool attempts to provide downside protection during a market crisis and the potential to sidestep or even profit from prolonged stock market declines.

The Pool invests in individual securities and ETFs to offer global exposure. The long-short balance is based on SIA Wealth’s Relative Strength methodology and the SIA Equity Action CallTM.

  • Fund aims to deliver better risk adjusted returns over time than equity markets through higher return or lower risk
  • Downside protection in times of falling stock markets
  • Flexible Long-short allocation changes over time depending on the SIA Equity Action CallTM

Interested parties should contact their investment professional.

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.

Objective. Rules-based. Unconstrained.

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