The "New Year, New Me" of Investing

By Zayla Saunders, BMO Exchange Traded Funds

Every January brings a wave of enthusiasm for self-improvement. We resolve to exercise more, eat healthier, pick up hobbies, or simply make better use of our time. But amidst all these resolutions, have you ever thought about making a New Year’s resolution for your investment portfolio? If not, now might be the perfect time. And if simplifying your financial life is on your agenda, The BMO All Equity ETF, ZEQT could be the perfect fit.

Why ZEQT? A Portfolio on Autopilot

Let’s face it: managing a portfolio can feel overwhelming. It’s easy to get caught up in market trends, stock analysis, and rebalancing decisions. ZEQT, however, offers a solution that simplifies everything. It’s a single ETF that provides exposure to a diversified basket of equities. With automatic rebalancing and broad market exposure, ZEQT allows you to invest with ease, freeing up your time for the things that matter most.

What This Would Look Like In Real Life: When Priorities Shift

Take the example of a retiree named Linda. After decades of carefully managing her portfolio and picking individual stocks, Linda found herself yearning for more time with her grandchildren. She realized that spending hours researching companies and tracking market trends wasn’t how she wanted to spend her retirement. By transitioning a large portion of her investments to The BMO Balanced ETF, ZBAL, Linda was able to achieve peace of mind. The ETF’s diversified structure and automatic rebalancing meant she no longer had to worry about the day-to-day management of her portfolio. Instead, she could focus on making memories with her family, confident that her investments were in good hands.

Broad Market Exposure with a Single Solution

One of the standout features of ZEQT is its simplicity. It’s designed for investors who want to gain broad exposure to equity markets without the hassle of managing multiple investments. ZEQT includes a mix of Canadian, U.S., and international equities, giving you access to global markets in one efficient package. Whether you’re new to investing or an experienced investor looking to simplify, ZEQT offers a “set it and forget it” approach that aligns with modern lifestyles.

Making Room for What Matters

At its core, investing is about more than just growing your wealth. It’s about creating the financial freedom to live the life you want. Whether that means retiring early, traveling the world, or simply having the peace of mind that comes with financial security, ZEQT is a tool that can help you get there.

By taking the guesswork out of investing, BMO’s suite of Asset Allocation ETFs can allow you to focus on your broader dreams. It’s a reminder that your portfolio should work for you—not the other way around.

The Benefits of Automatic Rebalancing

Markets are constantly changing, and maintaining the right balance in your portfolio can be challenging. ZEQT takes care of this for you through automatic rebalancing. This feature ensures that your portfolio remains aligned with your investment goals, even as market conditions fluctuate. For investors, this means less time spent adjusting allocations and more time enjoying the benefits of a well-balanced portfolio.

Who Should Consider ZEQT?

ZEQT is ideal for investors who:

• Want to simplify their investment strategy
• Are looking for diversified equity exposure
• Prefer a hands-off approach to portfolio management
• Value time and convenience

Whether you’re a busy professional, a retiree like Linda, or simply someone who wants to streamline their financial life, ZEQT offers a solution that caters to your needs.

A New Year’s Resolution Worth Keeping

As we embark on another year, consider what resolutions will have the most meaningful impact on your life. Simplifying your investment strategy with ZEQT could be one of them. By doing so, you’re not just investing in the market—you’re investing in yourself and the things that matter most.

This year, let ZEQT do the heavy lifting while you focus on living your best life. After all, isn’t that what the “New Year, New Me” spirit is all about?

Disclaimer:

This communication is sponsored by BMO Exchange Traded Funds.

This communication is for information purposes only. The information contained herein is not, and should not be construed as investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

The viewpoints expressed by the author represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. This communication is intended for informational purposes only.

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