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Investment Learning Centre 

Explore a wealth of resources, from insightful articles and videos to practical tools designed to guide new and seasoned investors on their investment journey.

Choose from our diverse content to match your unique learning style

  • Articles

    Learn investing essentials and key terms from our articles catered for new investors and experienced investors.

  • Discover our investing podcasts and learn the latest market developments and insights from our experts.

  • Browse a wide range of online investing topics through our series of educational and on-demand videos. 

  • Read the latest wealth planning and financial tips from our global team of experts to help you succeed. 

  • Assess your net worth, plan for retirement, or explore investment choices, with our easy-to-use calculators.

Featured insights 

Browse our latest content for up-to-date information on market trends, investment strategies and financial news.

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.

How housing unaffordability impacts us all

Housing affordability impacts everyone, from home buyers, to renters, to investors.

Video 3: How much do you need to get started?

You can take the first steps to start investing with very little to no money at all.

New investors articles 

Begin your investment journey with confidence. Discover essential guides and insights tailored for those taking their first steps in the world of investing.

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.

ChatGPT and its impact on online investing & trading

Everything you need to know about ChatGPT and how it can impact your investment goals.

Long-term investing can benefit Gen Z. Here’s how

Learn some of the top investing strategies and additional investment tips.

more articles

Experienced investors articles

Elevate your investment acumen. Dive into advanced strategies and analysis designed for experienced investors looking to refine and optimize their portfolios.

ChatGPT and its impact on online investing & trading

Everything you need to know about ChatGPT and how it can impact your investment goals.

Options trading: Get started with our beginner's guide

Discover option trading and different option trading strategies that will help maximize your ROI.

Active trading: Strategies to consider

Explore four common active trading strategies that can maximize your personal ROI.

Investing podcasts 

Tune into discussions on market trends, investment strategies and financial insights. For a broader selection, explore more episodes.

What investors should focus on during uncertain times?

Panic selling, cashing out, trading frantically are common actions for investors during times of uncertainty.

How housing unaffordability impacts us all

Housing affordability impacts everyone, from home buyers, to renters, to investors.

Is a reckoning coming for office buildings and other commercial real estate markets?

Commercial real estate will no doubt face challenges in the year ahead, but the sector facing the toughest test will be office buildings.  

Investing courses 

Looking to deepen your financial knowledge? Our curated list of courses covers a range of topics, from market basics to advanced strategies.

Video 1: Course Overview

Get up to speed on everything there is to know about trading and learn how to start investing with confidence.

Video 2: What is the stock market?

Learn how publicly traded companies exchange shares with one another globally and what it means to own shares in a company.

Video 3: How much do you need to get started?

You can take the first steps to start investing with very little to no money at all.

Wealth management insights

Access expert insights and strategies for growing and managing your wealth.

Differences between U.S. and Canadian mortgages

Thinking about a cross-border property purchase? Now’s the time to learn the different rules and requirements surrounding Canadian and U.S. mortgages.

5 tips for investing in the energy transition

Matt Soegtrop, Director of Responsible Investing at BMO Private Wealth, explains how to capitalize on the energy transition.

2024 Capital Markets outlook

Brent Joyce, BMO Private Investment Counsel’s Chief Investment Strategist shares his market outlook for 2024.

Financial calculators

Choose from our list of essential tools and calculators designed to help you make informed decisions about your finances and investments.

Find out how much money you could save by investing with a Tax-Free Savings Account (TFSA) compared to a regular, taxable bank account with our easy-to-use TFSA Calculator.

Discover how to get the most out of your retirement with our RRSP Savings Calculator. We’ll ask you a few simple questions to map out your retirement, and then plot the best route there.

Find out how much money you can save towards the purchase of your first home by investing with a First Home Savings Account (FHSA) compared to a regular, taxable investment account with our easy-to-use FHSA Calculator.

Ways to contact us 

There are various ways to get in touch. Choose a method that works best for you.

  • Investing with a professional

    Interested in personalized advice to help you reach your goals with BMO Mutual Funds and GICs? Speak to a BMO investment professional to understand your options and get started.

    1-877-225-5266
  • Online investing

    Whether you’d like to invest online yourself, online with advice or have your portfolio managed for you, there’s an option for you. Contact us today.