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?

Investment management

Your goals come first. Nothing else. That’s why we approach investment management by continually looking at where you are now and where you want to be. Through market shifts and life stages, each conversation you have with your wealth advisor is about one thing—helping you reach your goals.

The BMO difference

Access, expertise and the pursuit of your goals

Nothing is constant. Markets fluctuate. Life circumstances change. Your appetite for risk also evolves over time. We work with you to adjust your investment management strategies and tactics, so you can stay on track toward your goals. Here’s how we do it.

Eliminating Barriers Icon

Lead with experience

Experience and expertise drive our key decisions, including asset allocation, risk evaluation, manager selection and portfolio construction.

Investment Management Experts  Icon

Think unconventionally

We’re opportunistic and strategic in our approach, identifying investments and non-traditional asset classes that match your risk tolerance.

Thinking Unconventionally Icon

Open up access

We give you direct access to the decision makers—from a dedicated portfolio manager and our research team, all the way to our senior leadership.

What to expect

Strategies for the short and long term, on your terms

This has been our investment management mindset from the very beginning. It’s the same approach that you can expect in everything we do for you.

  • Strategic and tactical asset allocation
  • Manager research
  • Portfolio management, monitoring and reporting
  • Investment account administration and capital market execution
  • Investment advisory services


Click the image below to view our latest Mid-week Market Update    &n…
MAY 15, 2024 YUNG-YU MA, PH.D.
Soft-landing – Blink and you missed it There has been a string of upside surprises to…
APRIL 25, 2024 YUNG-YU MA, PH.D.
Reasonably well-grounded optimism Evaluating our 2024 Outlook Our 2024 Outlook proposed a…
MARCH 06, 2024 YUNG-YU MA, PH.D.

The people behind the insights

Investment Management leadership
michael miranda photograph
Michael Miranda, CFA®
Head of Investments - U.S. Wealth
BMO Wealth Management - U.S.
Michael is responsible for all aspects of the investment management busine…
Michael is responsible for all aspects of the investment ma…
Michael is responsible for all aspects of the investment management business in alignment with the strategy for BMO Wea…
Yung-Yu  Ma, Ph.D.
Yung-Yu Ma, Ph.D.
Chief Investment Officer
BMO Wealth Management - U.S.
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in th…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth M…
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. H…


Our Strategy and Research Team uses a wide range of quantitative and qualitative factors to inform these critical decisions. We also believe a combination of active and passive strategies may produce stronger long-term results.

First, a wealth advisor has a conversation with you about your interests and needs. If we determine that you have a distinct need for these types of investments, then a portfolio manager will consult with our ESG practice to present a set of fund options that best meet your objectives.

We understand the importance of both after-tax and after-fee costs, and we consider both of these factors when putting together your investment plan.

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

Find a BMO Wealth Advisor

For those above $2 million to $100 million or more 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 first name
Please enter last name
Please enter your state
Please enter your city
Please check your email address and try again
Please check your phone number and try again
Please Select a time to call (Optional)
What are your needs? (Optional)
Please select your investible assets
help info icon
This allows us to match you with the wealth advisor who can best address your needs.
Tell us more about your needs so that we can provide you with the solutions that best fit your needs. (Optional)