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Investment Advice Form

We've made it easier than ever for you to get the investment advice and information you want - when and where you want it.

Simply complete the following form and one of our investment professionals will contact you:

You can also:

General Contact Information
* Indicates a required field

*How would you like to receive advice or information from one of our Investment Professionals

A face to face meeting
Speak with someone over the phone
Receive a written email response

Note: If you would like to meet with someone face-to-face we will be contacting you to find the closest investment professional to you and a convenient time to meet.

*In what language do you wish to be contacted?
English    French    Cantonese    Mandarin  

Tell us about yourself

Please complete the following optional questions in order to assist us in serving you better.

Yes No
Yes No
Yes No

Please indicate into which of the following categories your investable assets fall?
(please exclude your primary residence)

 Less than $25,000       $25k to $50k       $50k to $100k      $100k to $200k      $200k+

*Please indicate what you would like us to help you with. (check all that apply)

General Investment Advice
Investment Planning (building an investment portfolio or improving it)
Retirement Planning
Education Planning (saving for yourself or a child's education)
BMO Mutual Funds/Mutual Funds Advice
BMO Term Investments/GIC Advice

Add any additional inquiry details here: Please do not use this form to send personal account information or passwords.


BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and a separate legal entity from Bank of Montreal. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.