BMO Family Office
Our relentless pursuit of helping you achieve your financial goals requires solutions and tools to help navigate an ever-changing world. And for BMO Harris Financial Advisors, this means ensuring your needs are addressed with the highest degree of service possible.
That is why I am excited to share that BMO Harris Financial Advisors is partnering with LPL Financial (LPL), an industry leading broker-dealer provider. This partnership allows us to continue delivering premium brokerage and advisory services, with the added benefit to you of a superior digital experience and enhanced solutions, all making it easier for you to do business with us.
Along with your continued access to the depth of expertise from BMO Harris Financial Advisors, including your current Financial Advisor, this partnership offers you an improved platform for managing your accounts, such as:
Overall this represents a fantastic opportunity for us to serve you in achieving your financial goals.
We will work to make this a seamless transformation with a goal to finalize in the spring of 2021. You will receive ongoing updates and details from us throughout the process.
Please feel free to reach out to your Financial Advisor with questions, or contact BMO Wealth Direct at 1-800-472-0060 or firstname.lastname@example.org. You may also contact us by clicking here.
We thank you for your continued trust in BMO Harris Financial Advisors. We value our relationship with you and are committed to serving your best interests, always.
Wallace Harris, Jr. President, BMO Harris Financial Advisors