Invest with a BMO investment professional
BMO has personalized advice for every investor, no matter your goals or how much you have to invest. We’ll help you make real financial progress with expert, one-on-one support and guidance every step of the way.
Personalized recommendations to help you choose the right accounts and products- Planning for short- and long-term financial goals
- Direction on how to grow and preserve your wealth
Why invest with BMO?
Get professional investing advice to get you on the right financial track – and stay there. BMO advisors are here to help you put together a comprehensive financial plan to help you achieve your goals. Meet with your advisor in-person or virtually whenever you need advice or guidance.
Goal setting
Work with a financial planner to help set – and reach your financial goals.
Advice
Experts you can trust to help you understand markets, diversify investments and answer your money-related questions.
Class-leading funds and products
Advisors help create a portfolio of accounts and products that align with your goals.
Tax planning
Receive advice on the best accounts to help you take advantage of tax sheltering and planning.
Invest in a winner
From conservative to high‑growth strategies, BMO Mutual Funds offer choice, guidance, and proven expertise to support every investor.
Awarded Best Mutual Fund in Canada 2026 by MoneyGenius.
Three in-person investing options to fit your needs
No matter your portfolio size or experience level, there’s a professional investing option for you. And you can access your account online, anytime, whichever option you choose.
Recommended investment: $1,000+
Investment Professionals
Get expert advice to help you reach your investing goals.
Why you’ll like it:
- Get personalized investing advice
- Set your goals with expert help
- Invest in mutual funds, GICs and more
Recommended investment: $100,000+
Why you’ll like it:
- Get personalized investing and financial advice
- Plan for short-term and long-term goals
- Create a holistic financial plan
Recommended investment: $1,000,000+
Why you’ll like it:
- Get personalized wealth advice from your primary advisor
- Your advisor will anticipate your needs in a changing market
- Create a comprehensive wealth plan
What are you saving for?
Know your savings goal, but unsure how to get there?Choose what you’re saving toward, and we’ll show you some ways to get there.
I want to:
Access your account anytime, anywhere
Whether you open an account in-person or online, you can check, track and make changes to your portfolio online or on the BMO app.
Help me choose
Unsure about the right accounts or investment types? Use our “Help Me Choose” tool to find an investment plan for your goals.
Investing with a professional FAQs
There is no charge for appointments with BMO investment professionals. However, your investment professional may be compensated through the investments you select, such as the management fees (MER) investors pay on certain types of investments, like ETFs and Mutual Funds.
You have several options for meeting with a BMO investment professional. You can speak with one over the phone, set up a virtual meeting or visit one in-branch.
If you don't already have an existing relationship with a BMO investment professional, your first step is to contact a branch that’s convenient for you to discuss your meeting options. If you’d like to find a branch close to you, check out our branch locator tool. If you’d like to meet with a financial planner virtually, fill out this contact form and one will contact you directly.
Most in-person investing clients have at least $1,000 in investable assets but no matter what your financial picture looks like, we’ll help you find the support you need.
Yes you can. A BMO investment professional can review your existing portfolio and help you with new investing opportunities as well.
It’s never too early, or too late, to work with a BMO investment professional. An investment professional can help you set goals, create a savings plan and help you stay on track. Contact a branch that’s convenient for you to discuss your meeting options. Use our branch locator tool to find a branch near you.
Have questions? That's what we're here for
We'll call you
Let one of our investment experts get in touch to chat about your options.
Let's meet
Prefer to meet in person? Great! Drop by your nearest branch to touch base about your financial future.
Get in touch
Visit our contact page to find your preferred way to get in touch with a BMO investment professional.
