Subject: Best GIC Rate – X



Subject: Best GIC Rate – X %Dear ____Do you know which GICs in your investment portfolio are maturing next – and do you have a plan in place to get the most out of these investments? I can help you evaluate GIC choices to ensure that you are getting the investment that meets your needs, At [your firm], we can currently offer [X%] on a [X] year GIC from [Issuer name]. With access to a universe of investments, we not only offer exceptional rates, but also exceptional service. We can quickly survey the market for the best possible rates from dependable issuers including RBC, BMO, TD, CIBC, VanCity, [insert names]. For example, the current best Cashable GIC rate is [X%] from [Issuer] Government of Canada BondsWe also offer bonds from the Government of Canada with maturities from 30 days to 30 years. These bonds are guaranteed by the Federal Government, trade daily, and provide optimal safety, and liquidity. Similarly I can review with you a wide selection of Federal Government agency, Provincial Government and corporate bonds. Currently, an attractive bond at this time is [insert issuer, maturity date and yield-to-maturity.]As an alternative, you may be interested to know that we have access to the world’s largest and best-known bond manager: PIMCO. PIMCO manages the BMO Global Strategic Bond Fund – a diversified portfolio. This Fund distributes [$0.035] per month, and yields approximately [3.2%] to investors. Given the complexities of today’s markets, you may also wish to consider investments that complement GICs and bonds. These may offer a higher return without sacrificing your desire for a sound, secure, dependable investment. I’ve outlined a few examples, offered by BMO, in the tables below.*FundBMO High Yield Bond FundApproximate Yield[8.2%]Monthly Distribution[$0.045]BenefitsProfessionally managed; diversified; aims to achieve a high level of total return through a combination of regular income and capital growthFundBMO Monthly Dividend Fund LTD.Approximate Yield[4.4%]Monthly Distribution[$0.035]BenefitsProfessionally managed; diversified; aims to generate a high level of tax-effective income with moderate volatilityFundBMO Monthly High Income Fund IIApproximate Yield[4.7%]Monthly Distribution[$0.06]BenefitsProfessionally managed; diversified basket of Canadian income producing stocks, such as REITs and dividend paying common securitiesIf you know when your GICs are maturing – and would like to discuss any of the ideas I’ve mentioned – please call me at [PHONE #]. I’d be happy to help.Regards IA NameIA FirmIA Phone #IA E-mail Address All BMO yields are based on [December 1], 2014 NAV.*Please note yields will change from month to month based on market conditions.*BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. ................
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