Financial Planning & Advice
Investment and retirement planning is critical to meeting your financial goals.
BMO investment professionals are available whenever you need them to help you make better investment decisions.
Your financial future depends, in large part, on the decisions you make today. A BMO Financial Planner can help you make those decisions by focusing on your short- and long-term financial goals and providing the guidance and solutions you need to achieve those goals.
Contact a BMO Investment Professional
Online
Use our investment advice form to have an investment professional at BMO Bank Of Montreal contact you.
By Phone
BMO Term Investments: 1-877-225-5266BMO Direct Banking specialists are available 24 hours a day, 7 days a week.
BMO Mutual Funds: 1-800-665-7700BMO Investment Specialists are available Monday to Friday, 7:00 AM to 11:00 PM EST and Saturday, 9:00 AM to 5:00 PM.
In Person
- Find a Financial Planner, Investment & Retirement Planning
- Visit your nearest BMO Bank of Montreal branch
Financial Planners and Investment Funds Specialists are representatives of BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal.
