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Brokerage 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.

The BMO difference

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:

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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.

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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.

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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

Insights

WEALTH PLANNING UPDATE
Post-election tax planning strategies you may need to consider. You can only plan so much for t…
SEPTEMBER 30, 2020 STEPHEN WHITE
CURRENT MARKET NEWS
The September 16 Federal Reserve statement and press conference marked the first formal projections…
SEPTEMBER 17, 2020 YUNG-YU MA, PH.D.
Key things to know and planning strategies to consider   After a long delay, the SECURE …
JANUARY 06, 2020 STEPHEN WHITE

The people behind the insights

Brokerage Services leadership
Wallace Harris
Wallace Harris
President
BMO Harris Financial Advisors
As Head of BMO Harris Financial Advisors, Wallace leads the financial advi…
As Head of BMO Harris Financial Advisors, Wallace leads the financial advisor team in delivering a great client experience t…
As Head of BMO Harris Financial Advisors, Wallace leads the financial advisor team in delivering a great client experience through comprehensive financial planning. Wallace a…

FAQs

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.

We offer a range of 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.

Yes, you can open a self-directed account and pay per trade to invest in stocks, bonds, mutual funds, ETFs and more.

Contact us

Call us

1-877-225-3863

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

Find an advisor or office

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

Find a BMO financial advisor

Under $3 million in investible assets

Find a BMO wealth advisor

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

Let us contact you

Schedule a call with one of our wealth advisors.

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