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Find the right investment service for you.

Simply choose the response that best describes you and your investing style to determine which investment and wealth management service at BMO is right for you.

Advice
How much advice do you need to create and manage your portfolio?
  • Minimal
  • Some
  • A lot
Assets
How much would you like to invest?
  • < $100K
  • $100 - 250K
  • $250 - 500K
  • $500K - 1M
  • > $1M
Involvement
After your portfolio is set up, how much day-to-day involvement would you like to have?
  • Minimal
  • Some
  • A lot
Confidence
How confident are you in managing your portfolio on your own?
  • Not at all
  • Somewhat
  • Very confident
Financial needs
What are your financial needs? (select all that apply)
  • Fixed income
  • Mutual funds
  • Equities
  • Trust services
  • Estate planning
  • Succession planning
Investing at BMO,
you can choose from:

Financial Planner

In-branch planning experts help you with retirement planning and other important goals.

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BMO InvestorLine adviceDirect

Canada's only online investing service to offer personalized advice.

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BMO InvestorLine Self-Directed

Leading edge, easy-to-use tools and resources for self-directed investors.

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BMO Nesbitt Burns

Investment advisors work with you to help you address your unique wealth needs.

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BMO Private Banking

Integrated services for Canada's affluent families at all stages of their lives.

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