Invest with a BMO investment professional
BMO has personalized advice for every investor, no matter your goals or how much you have to invest. We'll help you make real financial progress with expert, one-on-one support and guidance every step of the way.
提供个性化的建议以帮助您选择合适的账户和产品- 为短期和长期财务目标进行规划
- 有关如何使您的财富得到增长和保护的指导。
为何通过BMO进行投资？
获得专业的投资建议，让您的理财步入并保持正轨。BMO顾问可帮助您制定一份全面的理财计划，让您的目标得以实现。如果您需要建议或指导，您随时都可以通过线下或线上方式与您的顾问会面。
目标设定
与财务规划师一起设定并实现您的财务目标。
建议
值得信赖的专家可以帮助您了解市场、实现投资的多样化并解答您有关理财的问题。
一流的基金和产品
顾问可帮助创建与您的目标相一致的账户和产品组合。
税收计划
获得相关建议，选择最适合您的账户，以帮助您充分利用避税手段和相关规划。
Invest in a winner
From conservative to high‑growth strategies, BMO Mutual Funds offer choice, guidance, and proven expertise to support every investor.
Awarded Best Mutual Fund in Canada 2026 by MoneyGenius.
三种符合您需求的专人投资选项
不论您的投资组合规模或经验如何，我们都可以提供适合您的专业投资选项。而且，无论您选择什么选项，您都可以随时在线访问您的账户。
Recommended investment: $1,000+
可享受的礼遇：
- 获取个性化的投资建议
- 在专家的帮助下设定您的目标
- Invest in mutual funds, GICs and more
建议投资额：$100,000+
可享受的礼遇：
- 获得个性化的投资和理财建议
- 针对短期和长期目标进行规划
- 制定全面的理财规划
建议投资额：$1,000,000+
可享受的礼遇：
- 获得来自主要顾问的个性化财富建议
- 您的顾问将在不断变化的市场行情中预测您的需求
- 制定全面的财富计划
随时随地访问您的账户
Whether you open an account in-person or online, you can check, track and make changes to your portfolio online or on the BMO app.
Investing with a professional FAQs
There is no charge for appointments with BMO inversión profesionales. However, your investment professional may be compensated through the investments you select, such as the management fees (MER) investors pay on certain types of investments, like ETF（交易所买卖基金）s and Mutual Funds.
You have several options for meeting with a BMO investment professional. 您可以通过电话与投资专业人士交谈、安排虚拟会议或者亲临分行与其会面。
If you don't already have an existing relationship with a BMO investment professional, your first step is to contact a branch that’s convenient for you to discuss your meeting options. If you’d like to find a branch close to you, check out our branch locator tool. If you’d like to meet with a financial planner virtually, fill out this contact form and one will contact you directly.
大部分专人投资客户的可投资资产至少为$1,000，但无论您的财务状况如何，我们都可以帮助您找到您所需的支持。
Yes you can. A BMO investment professional can review your existing portfolio and help you with new investing opportunities as well.
It’s never too early, or too late, to work with a BMO investment professional. 投资专业人士可以帮助您设定目标、创建储蓄计划，并帮助您朝着目标迈进。联系一家方便会面的分行，以讨论您的会面方式。 Use our branch locator tool to find a branch near you.
