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Getting Advice
Contact us by phone, in person, or online - and meet your investment professional.
Financial Planner, Investment & Retirement Planning
Your Financial Planner, Investment & Retirement Planning, is a professional with one responsibility – to offer retirement planning advice and assist you in making investment choices that can help you reach your financial goals.
- Current, deeply knowledgeable retirement planning advice from a BMO professional instills confidence that you’re getting a thorough and sound assessment of your investments – with proven investment strategies that can
make the most of your savings.
- The value to you is a thoughtful planning process, geared to your individual needs,
that considers a broad range of investment choices.
- Through it all, you'll get innovative ideas to make your investments work hard, while keeping your exposure to risk within your comfort level.
Contact an investment
professional
By Phone
- For BMO Term Investments, call BMO Bank of Montreal Direct Bank at 1 877 225-5266, 24 hours
a day, 7 days a week.
- For BMO Mutual Funds, Investment specialists are available Monday to Friday, 7:00 AM to 11:00 PM EST and Saturday, 9:00 AM to 5:00 PM. Call the BMO Investment Centre at 1 800 665-7700.
In Person
Online
Use our investment advice form to have an investment
professional at BMO Bank of Montreal contact you.
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