Advisor's Advantage Trust



















January 27, 2012

Welcome to Advisor's Advantage Trust, a provider of guaranteed investment products, designed exclusively to service the needs of Canadian independent investment professionals.

Discover the Advantage

We provide premium rates and our products are backed by superior financial strength, so you and your clients can invest with confidence.

Our Goal
Our goal is to be the leading provider of guaranteed investment products in Canada. We intend to achieve it by providing high-quality products and value-added services that meet the needs of financial planners, advisors and brokers across the country.

Advisor's Advantage Trust is a trade name of BMO Trust Company, a wholly-owned subsidiary of Bank of Montreal and a member of the BMO Financial Group.

















Nominee Account - Notice
November 8, 2011 - On October 19th, 2011 Advisor’s Advantage Trust (AAT) sent you a Compliance Bulletin and Disclosure Guide regarding the Deposit Type Instrument Regulations
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Retirement Income Fund (RIF) - Notice
November 1, 2011 - Please be advised that as of November 1st, 2011, and until further notice, Advisor’s Advantage Trust (AAT) will not accept any new purchases into a RIF
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Deposit Type Instrument Regulations and Registered Products Regulations under the Bank Act (Canada)
October 19, 2011 - On November 1. 2011, new Deposit Type Instrument Regulations and Registered Products Regulations under the Bank Act (Canada) will come into
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AAT Progressive GICs - Notification
August 29, 2011 - Effective September 1st, 2011, Advisor’s Advantage Trust (AAT) will no longer offer AAT Progressive GICs for sale through it’s third party distribution
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Re: Canada Deposit Insurance Corporation (CDIC) By-law
April 25, 2011 - For deposits held in trust for two or more beneficiaries, the CDIC Joint and Trust Account Disclosure By-law requires that clients report annually by
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