STOP HESITATING. START INVESTING.
Invest for as little as $5,000 and enjoy one of the most affordable ways to have a professionally managed portfolio. Fees are calculated based on the percentage of holdings in your account.
Tell us about yourself and we’ll set up your investor profile
We’ll match you with the right ETF portfolio for you
Our expert portfolio managers will actively manage your ETF portfolio and rebalance it when required to keep it on track with your investment objectives
All you need to do is easily review your account from any device and track your performance against your goals
Our portfolios are actively managed by a team of professionals. Collectively, they manage more than $20 billion in assets and have over 165 years of experience. That’s why we call them expert portfolio managers.
Based on the information you provide, we will recommend an ETF portfolio that addresses your investment objectives. Your portfolio will be professionally managed to make sure it stays aligned to your investment objectives.
Plus, if you want to know exactly what our portfolio managers are investing in, you can always view your detailed holdings and transaction history at any time online.
BMO SmartFolio provides you with many features that will simplify your investing while allowing you to enjoy the benefits of a professionally-managed portfolio for a low annual fee. Choose from many available account types to meet your investing needs.
AFFORDABLE ETF PORTFOLIOS
Our affordable ETF portfolios are primarily comprised of BMO Exchange Traded Funds. As a market leader, BMO offers a wide selection of ETFs to build a properly diversified portfolio aligned to your investing needs.
Through BMO SmartFolio you can easily input your goals and track your progress against your priorities. So whether you’re investing for a house or retirement, we’ve got a range of portfolios available to help you get where you want to go.
With BMO SmartFolio, all you need to do is tell us your investment objectives and how much you want to invest. After that, simply track your progress or notify us of any changes to your investor profile. We’ll take care of the rest.
ACCESS FROM ANYWHERE
You’ll be able to sign into your secure BMO SmartFolio account and access your account and portfolio performance 24/7 from your computer, tablet or mobile device.
We make it easy for you to see exactly what you’d pay per year. Your advisory fee is based on a percentage of your assets and covers all trading costs. Open an account with as little as $5,000.
All ETFs have management fees and expenses (calculated as management expense ratio - MER) which are in addition to the annual advisory fee. The MER of the ETFs held within your portfolio are anticipated to be a weighted average of 0.20% to 0.35% of the value of your SmartFolio account.
The minimum quarterly fee is $15 CAD. Minimum quarterly advisory fees are waived if you deposit $250 or greater in your account during that calendar quarter.
Use the interactive slider below to see what you pay annually based on your assets.
Get started with BMO SmartFolio today