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Advice that’s right for you
Advice that’s right for you

Advice that’s right for you

 

Get investment advice from an expert

We're with you every step of the way

 


 

Choice
CHOICE

"With so many products, investment options and different ways to invest, I need to be sure I am making the right choices."

 

Clarity
CLARITY

"So I count on BMO to help me clearly understand my choices, and be up front about the process and fees."


Confidence
CONFIDENCE

"With their knowledge and experience in investing, it feels good to know I can look to BMO's expertise".

 

Experience
EXPERIENCE

"They take the time to understand what’s going on in my life and what I need."


Expertise you can count on

 


 

Knowledge is key when it comes to making financial decisions that are right for you.
Browse our resources to stay up-to-date with what’s new and important in investing.

What your investment professional can do for you

Discover how our investment professionals can guide you towards your ideal financial future.

 

Read More
(179KB, PDF)

 

 

Quarterly market commentary

Stay on top of the market with inFocus, our mutual funds newsletter.

 

Read more

Mutual fund essentials

When it comes to investing, knowledge is power.
Familiarize yourself with mutual fund basics.

 

Learn more

 

 

Mutual fund fees

Understand what you’re paying for, and why.

 

Watch Video

 

Download PDF
(1100KB, PDF)


Dalbar Customer Call Centre Award

 


 

Dalbar

 

In February 2016, BMO Mutual Funds was awarded the 2015 DALBAR Mutual Fund Service Award for the 10th
consecutive year. This prestigious award recognizes firms that provide consistent best-in-class service to investors.

 


About Dalbar inc.

 

As the world's premier financial services strategy and operations research firm, DALBAR Inc. helps leading enterprises develop, build, and operate strong businesses that deliver sustained shareholder value growth. DALBAR's proprietary business design techniques, combined with its specialized industry knowledge and behavioural research expertise, enable companies to anticipate changes in customer priorities and the competitive environment, and then design their businesses and improve operations to seize opportunities created by those changes. The firm serves clients in the Americas and Europe.

 

** The annual DALBAR Mutual Fund Service Award rankings are based on evaluations of telephone service made over the calendar year, measuring a company's quality of performance in product knowledge, professionalism and their ability to provide value-added service.

 

Investment professional refers to Financial Services Managers, Financial Planners, Investment and Retirement Planning and Investment Specialists that are representatives of BMO Investments Inc.

 

BMO Mutual Funds are offered by BMO Investments Inc., a separate legal entity from Bank of Montreal. Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.