Investment promotions
Personalized advice with great offers. That’s real financial progress. We’ll help you plan and move toward your goals, no matter where you are in life. Talk to us to get started today.
Special limited time offers
Get up to $3,800 footnote dagger
BMO Mutual Funds
Transfer your investments to BMO, start a savings habit and you can earn big this investment season.
Features
Diversified, cost-efficient, and professionally managed. - Available for all account types.
- Investing made easy and accessible.
Get up to $3,800 footnote dagger
Tax-Free Savings Account (TFSA)
Grow your savings tax-free with flexible access and investment options that fit your goals.
Features
- Watch your savings grow, tax-free and stress-free
- Enjoy easy access to your money, anytime
- Hold cash, stocks, GICs & more in one account
Get a $100 bonus footnote dagger
First Home Savings Account (FHSA)
Saving for your first home is now easier than ever with an FHSA.
Features
- Contributions are deductible on your income tax footnote 1
- No tax on investment income footnote 2
- Withdraw tax-free to purchase your first home footnote 3
Benefits of working with an investment professional
There’s no one-size-fits-all plan when it comes to growing and preserving your wealth. Whether you’re saving for retirement or a child’s education, or you’re starting to enjoy the rewards of your hard work, the right financial plan is key.
Ongoing expert guidance
Get expert personalized guidance and investment strategies.
Interactive tools
Take control with BMO WealthPath™, our new online planning tool.
Customized support
Find help with planning for retirement, life events, estates, trusts and more.
Want to learn more about investing? Check out these helpful articles.
How to start investing
Learn the investing basics that everyone should know.
Differences between GICs and mutual funds explained
A detailed look at how GICs and Mutual Funds compare and how they can benefit your investment goals.
What is a tax-free First Home Savings Account?
Learn more about the new tax-free First Home Savings Account and how it can help you achieve your dream of owning your first home.
Continuous Savings Plan (CSP) Calculator
Check out how your investments can grow when you make saving a habit.
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- Footnote dagger detailsTerms and conditions apply
- This message is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.Investment professional refers to Personal Bankers, Financial Planners, Investment and Retirement Planning and Investment Specialists that are representatives of BMO Investments Inc.Some Financial Planning, Investment & Retirement Planning services - including mutual funds investing advice - are provided by BMO Investments Inc., a mutual fund dealer and separate legal entity from Bank of Montreal. Learn more about the services we do and don’t provide – and how we get paid.
- Footnote 1 detailsContributions made to your FHSA may be deductible on your income tax and benefit return. Maximum contribution limits apply. Visit bmo.com/fhsa for details.
- Footnote 2 detailsIncludes interest, dividends, and capital gains. Speak to your tax advisor for details.
- Footnote 3 detailsIf you withdraw from your FHSA for a purpose other than purchasing a home, any amounts withdrawn are taxable and subject to withholding tax.
- The information contained herein informational and is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. BMO Money Market Fund is not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the simplified prospectus. BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.