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Investing your assets

From life changes to market changes, different seasons lead to different needs. Your investment strategies should be flexible enough to adapt. We take the time to understand what makes the most sense for you now and we adjust your portfolio over time to help you stay on track toward your goals.

Investment services

Investment Management
Investment research, asset allocation, portfolio management, advisory services and discretionary investing. For today and your future.
Insurance & Risk Management with BMO Investment Services
Protection from the expected and the unexpected. Safeguarding your wealth—from insurance policies to business succession planning.
Tax Planning Strategies
We collaborate with your tax advisors to help minimize your obligations by maximizing tax-advantaged strategies.
Wealth Planning
Smart thinking, smart planning—from portfolio management and banking needs to estate considerations and charitable giving.
Brokerage Services with BMO Investment Services
An unyielding commitment to helping you invest with confidence. A relentless dedication to helping you reach your goals.
Financial Planning with BMO Investment Services
An insightful, personalized approach to defining your financial vision and creating the right path to help you reach it.

Insights for you

Click the image below to view our latest Mid-week Market Update    &n…
MAY 29, 2024 YUNG-YU MA, PH.D.
Click the image below to view our latest Mid-week Market Update    &n…
MAY 15, 2024 YUNG-YU MA, PH.D.
Click the image below to view our latest Mid-week Market Update    &n…
MAY 08, 2024 YUNG-YU MA, PH.D.

Contact us

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

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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

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