Dedicated advisor relationship
The adviceDirect Premium advisory team is with you every step of the way. 配合您獲得的建議 , assist with your day-to-day investment needs, and schedule regular portfolio reviews to keep you on track with your goals and make sure you invest with confidence.
目標導向規劃
You’ll have the opportunity to work with BMO Financial Planning professionals to develop a plan for goals like retirement, education and estate planning. 您亦可以使用電子工具，例如 以使您對自己的財務狀況有一個更好的規劃。
獨家調查及文章
Your Premium advisory team will share exclusive research and investing articles that help keep you on track to achieving your goals. Stay up to date in an ever-changing market with industry leading content from BMO Capital Markets, Morningstar, MarketGrader and MSCI-powered ESG data.
全面財富管理
當您的規劃或投資需求漸趨複雜，便能夠與 BMO 私人財富 專業人士共事。專家團隊來自北美一所提供全面服務的頂尖投資公司及加拿大一流的私人銀行，助您從繁複的過程輕鬆管理自己的財富。
Premium advice to manage your wealth
Complex financial requirements
Our advisory team will help make sense of complex financial products, wealth planning and tax needs to create the right plan for you.
客製化支援
Receive portfolio monitoring, trade recommendations, dedicated advisor support and access to exclusive tools (WealthPath) and content.
Automatic enrollment
一旦您在理財通（adviceDirect）持有$500,000的資產，您就會自動加入理財通（adviceDirect） Premium。請記住，我們考慮的是您所有賬戶的家庭存款總額的金額。
與理財通（adviceDirect）顧問會面
加入Premium理財通（adviceDirect），您便可以享有我們顧問提供的專屬服務。
資深： You’ll have access to our dedicated advisory team who have years of investing experience.- 博學： We know investing can be complicated – your Premium advisors will help you make the most of the adviceDirect platform and support you with any questions about your investment portfolio.
- 私人： Build a relationship with advisors who know you, your goals and your investing style.
Benefits of working with BMO certified Financial Planning advisors
As part of adviceDirect Premium, you have the option to work with BMO Financial Planning Advisors.
- 全面： Develop a clear picture of your finances with BMO Financial Planning Advisors.
- 個人化： 每個投資人都不盡相同，但理財規劃顧問會根據各人的獨特需要及目標度身制定計劃。
- 電子： Take control of your financial strategy with WealthPath. This digital tool lets you explore different financial scenarios, visualize your assets, and draw clear insights to inform your decisions.
BMO Nesbitt Burns Inc.
BMO InvestorLine adviceDirect Premium is available for investors who hold $500,000 or more in total client assets with adviceDirect.
It includes a dedicated Relationship Manager, trading of Stocks, 進行投資s, Fixed Income and Mutual Funds with no additional trading commissions or excess trade charges, portfolio monitoring, personalized buy/sell/hold recommendations, thematic trade ideas, goal-based financial planning and access to exclusive tools and content from providers such as Morningstar and MarketGrader.
adviceDirect Premium FAQs
Your advisory fees are based on your billable assets. Other fees and charges associated with your BMO InvestorLine adviceDirect account are set out in our adviceDirect Fee Schedule。
To qualify for BMO InvestorLine adviceDirect Premium, you must hold a minimum balance of $500,000 in total assets across your household.
With adviceDirect Premium, you pay an annual advisory fee that's charged in arrears at the end of each quarter. The fee is calculated based on the average of your end-of-day billable asset balances throughout the quarter.
我們了解您的要求隨著您的財富增長而變化，理財通（adviceDirect） Premium是為具有複雜財務要求的投資人而設。與理財通（adviceDirect）顧問的一對一關係可以協助您清楚地了解您的投資是否朝向您的目標邁進，無論您的目標是什麼。
理財通（adviceDirect）顧問近在呎尺，並於嚴謹的理財系統內，隨時為您作出明智的投資決定。 This premium level of service can help you make the right decisions with your money.
一旦您在理財通（adviceDirect）持有$500,000的資產，您就會自動加入理財通（adviceDirect） Premium。請記住，我們考慮的是您所有賬戶的家庭存款總額的金額。
只需按照以下三個步驟：
- 獲得授權，以便 轉賬 表格。
- 填妥轉移賬戶授權表格。此表格包括三個主要部分：賬戶資料、轉移賬戶詳情，以及申請人資料。
- 列印並提交轉移賬戶授權表格。透過以下方式，提交您在轉存機構的最近一次報表副本。
- 傳真：多倫多（Toronto） (416) 359-6826請注意，一些機構可能要求轉賬表正本。信用社、信託公司外國機構和退休金計劃將不接受傳真副本。
- 郵寄：BMO BMO InvestorLine 投資優惠線理財通（adviceDirect）First Canadian Place 100 King St. W., Floor B1 Toronto, ON M5X 1H3如需轉移賬戶的更多詳細資訊，請造訪 理財通（adviceDirect）常見問題。
有問題嗎？我們隨時在這裡提供協助。
致電我們
Connect with an Investment Advisor for account-related questions from Monday to Friday 8 a.m. to 6 p.m. ET.
1-844-274-3762 North America (Toll-free)
1-416-355-8366 國際（對方付費電話）
與我們洽談
與專家聯係，週一至週五 上午8時至下午8時（美東時間）。
讓我們聯絡您
讓我們的專家聯絡您，討論您的需求。
理財通（adviceDirect）賬戶是一個以收費方式提供投資建議的非全權委託賬戶。理財通（adviceDirect）並不提供來自經理人的投資組合管理。客戶自行作出投資決定，並管理自身的投資組合。理財通（adviceDirect）不提供接受委託管理的賬戶。
BMO InvestorLine Inc. is a member of BMO 金融財團。®Registered trademark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal. 加拿大投資者保障基金（CIPF）會員與加拿大投資業監管組織（IIROC）會員。
BMO Wealth Management is a brand name that refers to Bank of Montreal and certain of its affiliates, including BMO Nesbitt Burns Inc. and BMO InvestorLine Inc., in providing wealth management products and services. BMO Wealth Planning and Advisory Services is a service provided by BMO Nesbitt Burns Inc.
Insurance services and products are offered through BMO Estate Insurance Advisory Services Inc., a wholly-owned subsidiary of BMO Nesbitt Burns Inc. ®“Nesbitt Burns” is a registered trade-mark of BMO Nesbitt Burns Inc. All rights are reserved. No part of this publication may be reproduced in any form, or referred to in any other publication, without the express written permission of BMO Wealth Management.