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OUR APPROACH

 


 

Control over your investments.

If you want to manage your own investment portfolio online we offer a top-ranked online brokerage service. Our self-directed service allows you to take control of your investments and pay per trade with competitive pricing.

Access leading-edge tools, expert analysis and investor education to help you make confident decisions. Depending on your comfort level and investment knowledge, we offer two services to meet your needs

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Connect with a wealth management services professional to determine which service is best for you.

 

SELF-DIRECTED

Our award-winning service is suited for you if you are confident making your own investment decisions and want to manage your portfolio independently. Invest in fixed income, equities and options, exchange traded funds, mutual funds and more.

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SELF-DIRECTED WITH ADVICE

This service, the first of its kind in Canada, offers independent investing with unbiased advice. Access support from investment specialists and receive continuous portfolio monitoring and recommendations based on quantitative analysis to help you make the right decisions. The minimum amount to open an account is $50,000 and fees are based on assets.

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'HANDS-FREE' PERSONAL INVESTING

With BMO SmartFolio, we match you with a portfolio that best meets your investing needs. It’s affordable and managed by BMO portfolio experts, making online investing effortless. Invest as little as $5,000.

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