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To help you meet your goals, we get to know you as an investor. We can then provide suitable recommendations and portfolio support to help you make the best investing decisions.


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BMO InvestorLine Self-Directed


Our Self-Directed service offers leading-edge tools, research and award-winning service.


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With SmartFolio, you can live your life while our experts keep your portfolio on track.


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Award-winning service


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Best Use of Technology award by Morningstar Canada


adviceDirect was recognized for its innovation, effectiveness and presentation of technology, enhancing the online investing process for the individual investor and industry as a whole.


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