Brokerage Services at BMO Investment Services

Trust is built through relationships, not through transactions. But we know that takes time. We start by getting to the heart of what you need and what you want. That’s how we ensure you have a plan in place that’s right for you. Then we keep at it, working to help you reach your end goal.

Investing that goes beyond the transaction

Our financial advisors help clients shape their entire financial plan—from complex wealth management to retirement needs. This is how we go beyond the transaction:

Build the relationship

As with any strong relationship, we listen. We’re equally attuned to what makes you excited and anxious, so we know where we need to adjust.

Do it with rigor

Our financial advisors have one motive in everything they do: to work in the best interest of our clients. Nothing less.

Cultivate transparency

Clarity and transparency. That’s how we communicate with you, whether we’re discussing performance, fees or progress toward your goals.

What to expect

The guidance you need to invest with confidence

We’ll work closely with you to build the portfolio that best matches your investment objectives and appetite for risk.

Securities [bonds, mutual funds, Unit Investment Trusts (UITs)]
Annuities (fixed, variable, indexed)
Life insurance (whole, term, variable, universal) and long term care insurance
College savings plans

FAQs

How are fees charged?

Brokerage services fees are charged through one-time commissions based on the product(s) you select and the amount invested. Advisory fees, on the other hand, are charged as a percentage of the amount of assets under management.

What types of products and services do you offer?

We offer access to brokerage and insurance products, including securities ( bonds, mutual funds, UITs), annuities (fixed, variable, indexed), life insurance (whole, term, variable, universal) and long-term care insurance.