Investing is as personal as how you take your coffee.
Let BMO Wealth Management help you choose.
Smart choices to invest online or with an advisor
Let's start with 5 easy questions.
We'll suggest some ways to get started.
Online Investing
With BMO Wealth Management, investing online doesn’t have to mean investing alone. We offer choices to give you as much — or as little — support as you want.
BMO SmartFolio
Smart Investing made as simple as checking a box
BMO SmartFolio is the hands-free way to invest online. Set your objectives, and our experts handle the investing for you.
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BMO InvestorLine
Self-Directed
Investing just the way you like it.
With BMO InvestorLine’s Self-Directed online service, you get leading-edge tools and research to take complete control of your investments.
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BMO InvestorLine adviceDirect
Investing with help when you need it.
With adviceDirect, you control your investments, but personalized investment advice is never far when you need it.
Best Use of Technology - Morningstar Canada**
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**Morningstar Canada 2011
Investment and financial planning
There’s a whole universe of things you can invest in. We’ll get to know you so we can help you choose the investments that fit you.
Visit a branch
Financial advice as close as your neighborhood café.
Some conversations are better face-to-face. Speak with one of our investment professionals in-branch. We’ll help you understand your options, set goals, and build a plan to help you achieve a secure financial future.
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*Offer may only be available on select products.
Advisory services
As your net worth grows, your investment needs change. But one thing doesn’t: our commitment to helping you choose.
BMO Nesbitt Burns
Have a chat over coffee.
We work with affluent families and individuals to build, maintain and preserve their wealth. Our investment advisors will provide valuable advice, and clients appreciate having a customized plan to help them manage their wealth.
Best Full Service Investment Advisory in Canada — 2014 and 2015*
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BMO Private Banking
Have a team working for you.
We provide wealth management services to affluent families and individuals. Our team of experts works together to match you with services, solutions, and guidance to fit your needs today and tomorrow.
Best Private Bank in Canada 2011 – 2016**
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*Global Banking and Finance Review 2014 – 2015
**World Finance Banking Awards 2011 – 2016