Yes, please take me to the U.S. site
No, I would like to stay on the Canadian site
Financial Literacy
We want to help our customers gain the knowledge, skills and confidence to make responsible financial decisions at all stages of their lives. We provide a wide range of complimentary tools designed to help customers get a better understanding of their current finances and future planning, including:
In Canada:
- BMO MoneyLogic: a flexible online tool to view, track and manage spending and savings
- Take Charge of Your Retirement Program: helps customers envision what their retirement will look like
- BMO FirstHome Essentials Kit: all the advice needed to buy a first home
- BMO SmartSteps Program: different components are geared to personal finances, parents, students, business banking and investing
- BMO student banking resources
- Business Coach podcasts: provides tips and guidance on running a small business
In the U.S.:
- Harris Helpful Steps
- Harris Total Look: consolidate your accounts and simplify your online life
- Workshops on banking basics
- Credit counselling
- Seminars for first-time homebuyers in Chicago communities
- Money management programs for schoolchildren
- Technical advice for public sector and not-for-profit organizations
