Conduct an in-depth discovery of current status and investment objectives
Determine your tolerance for risk
Discuss your investment and wealth management goals
Assess previous investment experiences
Build customized portfolios designed to meet your investment goals
Research, commentary and information on specific holdings, markets or economies provided upon request
Integrated investment plan with other service providers upon request (e.g. Lawyer, Accountant, Insurance Specialist, etc.)
Access to award-winning research for domestic and global markets
Access to third party research
Portfolio management and full service investment advice
Individual stock selection and tactical/strategic asset allocation
Tax-efficient strategies
Emotional management
Access to both proprietary and third party discretionary investment products
Access to premium GIC rates
Multi-currency account functionality
Automatic contributions and withdrawals to your accounts if needed
Electronic funds transfer capability
Research old certificates/investments for current status/value if needed
Corporate mergers and re-organization advice
Assistance with all documentation and administrative matters
Consolidated reporting
E-delivery of statements
On-line access to accounts 24 hours/day
Cash management accounts linked to bank accounts
Option strategies
Financial Planning
Retirement Planning
Education Planning
Access to BMO Financial Group partners if needed (Banking, Mortgage, Private Banking, Insurance, Trust services)
Wealth management services upon request (Tax, Estate, Charitable giving, Insurance planning)