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投資促銷優惠

Personalized advice with great offers. That’s real financial progress. We’ll help you plan and move toward your goals, no matter where you are in life. Talk to us to get started today.

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限时优惠：

Earn up to $3,800† when you transfer registered investments and start a savings habit in BMO 互惠基金。

Special limited time offers

獲得高達$3,800 footnote dagger

BMO 互惠基金

Transfer your investments to BMO, start a savings habit and you can earn big this investment season.

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功能

  • 多樣化、重視成本效益、並由專業管理。
  • Available for all account types.
  • Investing made easy and accessible.                    

Learn more about BMO Mutual Funds

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免稅儲蓄賬戶 (TFSA)

Grow your savings tax-free with flexible access and investment options that fit your goals.

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功能

  • Watch your savings grow, tax-free and stress-free
  • Enjoy easy access to your money, anytime
  • Hold cash, stocks, GICs & more in one account

Learn more about TFSA

取得$100紅利 footnote dagger

First Home Savings Account (FHSA)

Saving for your first home is now easier than ever with an FHSA.

功能

  • Contributions are deductible on your income tax 註腳1
  • No tax on investment income 註腳2
  • Withdraw tax-free to purchase your first home 註腳3

Learn more about FHSA

由投資專家協助的好處

有關增長並保障您的資產而言，沒有任何方法能夠滿足所有人的需要。無論您儲蓄的目的是準備退休、子女教育，還是打算開始享受辛勤工作的成果，正確的理財計劃都是達標的關鍵所在。

專家持續指引

享受專家的個人化指導和投資策略。

互動工具

Take control with BMO WealthPath™, our new online planning tool.

客製化支援

取得退休、重大生活事件、遺產、信託等事項的規劃協助。

想了解更多關於投資的資訊？歡迎查詢這些實用的好文章。

    如何開始 投資

    了解每個人都應該知道的投資基礎知識。

    Differences between GICs and mutual funds explained

    A detailed look at how GICs and Mutual Funds compare and how they can benefit your investment goals.

    What is a tax-free First Home Savings 賬戶?

    Learn more about the new tax-free First Home Savings Account and how it can help you achieve your dream of owning your first home.

    持續儲蓄計劃（CSP）計算器

    Check out how your investments can grow when you make saving a habit.

    Try our 計算器

    有問題嗎？我們隨時在這裡提供協助

    • 我們將致電聯絡您

      讓我們的投資專家聯絡您，共同討論您的選項。

      預約來電

    • 讓我們會面

      想親自會面？太好了！請前往您附近的分行，談談您的財務未來。

    • 讓我們聯絡您

      Visit our contact page to find your preferred way to get in touch with a BMO investment professional.

      聯絡我們
    • This message is for information purposes. 本文所載資訊並非且不應被解釋為對於任何當事方的投資、稅務或法律建議。 Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance.Investment professional refers to Personal Bankers, Financial Planners, Investment and Retirement Planning and Investment Specialists that are representatives of BMO Investments Inc.Some Financial Planning, Investment & Retirement Planning services - including mutual funds investing advice - are provided by BMO Investments Inc., a mutual fund dealer and separate legal entity from Bank of Montreal. Learn more about the services we do and don’t provide – and how we get paid.
    • 腳註1詳情Contributions made to your FHSA may be deductible on your income tax and benefit return. Maximum contribution limits apply. Visit bmo.com/fhsa for details.
    • 腳註2詳情Includes interest, dividends, and capital gains. Speak to your tax advisor for details.
    • 腳註3詳情If you withdraw from your FHSA for a purpose other than purchasing a home, any amounts withdrawn are taxable and subject to withholding tax.
    • The information contained herein informational and is not, and should not be construed as, investment, tax or legal advice to any party. 投資項目應根據投資人的相關投資目標予以評估，且任何情況下都應諮詢專業人士的建議。互惠基金的收益並無保證，其價值會經常變動，過往的績效可能不會重現。互惠基金投資可能衍生佣金、尾隨佣金（如適用）、管理費及相關支出等費用。BMO Money Market Fund is not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the simplified prospectus. BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.