BMO Family Office
We are now BMO Investment Services following our partnership with LPL Financial, which became official March 27, 2021.
While our name changed, your Financial Advisor remains the same, and we remain committed to serving you and your family with exceptional client experience designed to help shape your financial future. And importantly, as an integral part of BMO Wealth Management, we will continue our long tradition of supporting and personalizing your wealth management needs through every stage of your life.
Overall, this transformation represents a fantastic opportunity for us to ensure your needs are addressed with the highest degree of service and ongoing access to the depth of expertise you deserve.
BMO’s partnership with LPL provides you continued delivery of personalized brokerage and advisory services, with the added benefit of a superior digital experience and enhanced solutions to meet your needs. Further, you will now experience an improved platform for managing your investment accounts, including:
Please feel free to reach out to your Financial Advisor with questions, or reach out to us at 1-800-472-0060 or firstname.lastname@example.org. You may also contact us by visiting our BMO Wealth Management website.
We deeply appreciate the relationship we have with you and your trust in us, and are committed to serving your best interests, always.