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BMO Investment Services

There are three big questions in life. How do you want to live now? How do you want to live later? And how do you want things to be after you pass? Of course, the better your plan is, the better your answers will be. So we partner with you to create a smart, sound and flexible plan—from growing to protecting to transitioning.

Our commitment to you

Expertise and responsibility go hand in hand.

Building your retirement savings. Financing your children’s college education. Growing your business. No matter what your goals are, they become our highest priority because they’re our responsibility.

Our financial advisors are held to high industry standards and codes of conduct—with oversight by various regulatory bodies. But responsibility means nothing without the right expertise. That’s why many of our advisors go beyond required securities licenses and acquire additional designations to continuously improve their knowledge and skills.

The BMO Investment Services difference

Through every goal and every life phase, helping you achieve what you’re after comes down to two things: what we do together and how we do it.

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Relationships are our lifeblood

A dedicated financial advisor will take the time to know you, your immediate needs and your long-term goals.

 

Plan meticulously

Planning is our cornerstone

It all comes down to the right plan. We anticipate, prepare and guide you through every life event and season.

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Clarity is our language

We use clarity and transparency to keep you informed— everything from understanding your statements to staying on top of market trends.

Our services

Financial Planning

We take a flexible, customized approach to financial planning. Which means when changes happen in your life, in the markets and in the world, we’re able to adjust your plan to help you stay on track toward your goals.

Retirement Planning

Helping you grow your wealth, preserve it, and transition it to the next generation. Throughout each phase and the market fluctuations along the way, we’ll guide you toward your retirement vision. Our portfolio management, asset allocations and tax-efficient strategies are customized to help you reach your goals.

Brokerage services

Going beyond transactions, our financial advisors work closely with you to recommend solutions that align with your investment objectives and appetite for risk. We’re here to give you the guidance you need to invest with confidence.

Insurance and risk management

Whether you’re looking to preserve your assets or transfer them, our priority is helping you plan for both the expected and the unexpected. From insurance options to risk management strategies to business continuity policies, we provide you with customized solutions to help protect yourself, your family and your business.

Contact us

Call us

1-877-225-3863

Monday through Friday (excluding holidays) 7:30 a.m. to 5:00 p.m. Central Time

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Use our easy locator tool to find an advisor who can help you with your wealth management needs.

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Under $3 million in investible assets

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For those with $3 million to $100 million or more in investible assets

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