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.
滿足您個人需求的推薦選項，協助您選擇正確的賬戶和產品。- 規劃短期和長期理財目標
- 指導如何增長和保護您的資產
為什麼使用BMO投資服務？
獲得專業投資建議，讓您採取正確的理財途徑，並且朝向獲利的方向邁進。BMO的顧問會協助您制定一個全面的理財計劃，幫助您實現您的目標。任何時間當您需要建議或指導時，您便可以與您的顧問當面或透過網路洽談。
目標設定
與財務規劃師合作，共同設定並達到您的理財目標。
建議
讓您深信的專家協助您了解市場，分散投資，並回答您與金錢有關的問題。
一流的基金和產品
顧問會協助您建立一個符合您目標的賬戶和產品的投資組合。
稅務規劃
接受關於最佳賬戶的建議，以協助您利用避稅和規劃的優勢。
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.
三種面對面的投資選擇以滿足您的需求
無論您的投資組合規模或經驗程度為何，我們都有適合您的專業投資選擇。而且您可以隨時在線瀏覽您的賬戶，無論您選擇哪種投資組合。
Recommended investment: $1,000+
為何讓人心動：
- 取得個人化投資建議
- 在專家的協助下設定您的目標。
- Invest in mutual funds, GICs and more
建議投資：$100,000+
為何讓人心動：
- 獲得個人化的投資和理財建議
- 規劃短期和長期目標
- 建立一個整體的理財計劃
推薦投資額: $1,000,000+
為何讓人心動：
- 取得您的主要顧問提供的個人化財富建議
- 您顧問會在不斷變化的市場中預測您的需求
- 建立一個綜合財富計劃
隨時隨地瀏覽您的賬戶
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 投資專家 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 交易所買賣基金s and Mutual Funds.
You have several options for meeting with a BMO investment professional. 您可以藉由電話與專家交談、安排虛擬會議，或親臨分行。
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.
大多數親自操作投資的客戶都至少有$1,000的可投資資產，但無論您的財務狀況為何，我們將協助您找到您需要的支援。
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. 專業投資專家可以協助您設定目標，規劃一個儲蓄計劃，並協助您保持正確的方向。聯絡您方便的分行，討論您的碰面選擇。 Use our branch locator tool to find a branch near you.
