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HomePersonal BankingWealth ManagementSmall BusinessCommercialCorporate & InstitutionalAbout BMO

Planning for the Future

The key to achieving your goals tomorrow is creating a plan that starts today. This may mean making some personal choices, setting priorities and understanding how to achieve your future goals. A financial planner* can help you understand all the options and create a financial plan just for you that will take all your long-term goals and short-term needs into consideration.

In this section you'll find savings strategies for your first home and tips on making the most on your retirement savings. You'll also learn how to take advantage of government support to boost education savings and why insurance is an important part of your financial plan.

With the right advice and a little flexibility when you encounter bumps in the road, goals like buying a home or saving for education and the retirement you want, are within reach. Go confidently into the future you've imagined.

Click to explore how financial planning can help you with:


* BMO financial planner refers to Financial Planners, Investment and Retirement Planning that are representatives of BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal.

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