BMO WealthPath®
BMO WealthPath® provides a wealth planning experience that changes as you do. Our simplified, interactive approach to digital wealth planning helps you feel more connected to your finances.
- See a visual timeline of your finances and goals pre- and post- retirement.
- A fully digital platform makes tracking your goals easier and quicker.
- Experiment with different financial “what-if” scenarios to find the best options for you and make informed decisions and plans.
Already a BMO Private Wealth client? Contact your BMO Private Wealth professional.
Getting started
To start, you’ll work with your BMO Private Wealth professional to determine what is important to you. Once your unique goals and financial situation have been captured in BMO WealthPath® by your BMO Private Wealth professional, you’ll see your financial picture come to life and can start to experiment with different “what-if” scenarios on your own time.
Follow your goals
Our digital, interactive platform lets you understand your financial picture and see how you are tracking towards your goals. Once your Wealth Plan is complete, you can go online, wherever and whenever you want, to review and even explore different "what-if" scenarios to find the best financial options for you as your circumstances or goals change.
Visualize your progress with confidence
You will be able to visualize your future, including where you are, where you want to go, and how you can reach your goals.
- See a visual timeline of your finances and goals pre- and post- retirement.
- Plan in a fully digital platform that makes tracking your goals easier and quicker.
- Try out different financial “what-if” scenarios to find the best options for you.
Commonly asked questions
Start the conversation
Connect with a BMO Private Wealth professional about your needs.