Select Region/Language

We’re coming up empty for insights on “SEARCH_QUERY”

We’re coming up empty for services on “SEARCH_QUERY”

Service offered through BMO Investment Services

We’re coming up empty for team members on “SEARCH_QUERY”
We’re coming up empty for “SEARCH_QUERY”

Make sure you’ve spelled everything correctly, or try searching for something else

Looking for something else?

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.

The BMO Investment Services 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:


relationship building icon

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.

rigorous handshake icon

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 ico

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


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 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.

Contact us

Call us


Monday through Friday (excluding holidays) 7:30 a.m. to 7:00 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 Investment Services financial advisor

Under $2 million in investible assets

Let us contact you

Schedule a call with one of our wealth advisors.

All fields are mandatory, unless marked optional.

Please enter your first name Enter your first name
Please enter your last name Enter your last name
Please enter your State Enter your State
Please enter your city Enter your city
Please check your email address and try again Enter your email
Please check your phone number and try again Enter your phone number
Please Select a time to call (Optional)
What are your needs? (Optional)
Tell us more about your needs so that we can provide you with the solutions that best fit your needs. (Optional)