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“BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services ...

Explore our comprehensive suite of insurance products including a full range of life and critical illness insurance policies, GIFs (segregated funds), and income annuities – all backed by the integrity, strength and brand recognition of BMO Financial Group.

Use our easy locator tool to find an advisor who can help you with your wealth management needs. Find a BMO Investment Services financial advisor. Under $2 million in investible assets. Schedule a call with one of our wealth advisors. All fields are mandatory, unless marked optional. Time Please Select a time to call (Optional)

Find a BMO investment advisor near you to help you with a range of wealth services to meet your needs. Search using our Match Me tool, or by location.

We offer access to brokerage and insurance products, including securities ( bonds, mutual funds, UITs), annuities (fixed, variable, indexed), life insurance (whole, term, variable, universal) and long-term care insurance. 1-877-225-3863. Monday through Friday (excluding holidays) 7:30 a.m. to 7:00 p.m. Central Time.

If distributions paid by a BMO Mutual Fund are greater than the performance of the investment fund, your original investment will shrink. Distributions paid as a result of capital gains realized by a BMO Mutual Fund, and income and dividends earned by a BMO Mutual Fund, are taxable in your hands in the year they are paid.

This document contains key information you should know about BMO Global Income & Growth Fund. You can find more details in the fund's simplified prospectus. Ask your representative for a copy, contact BMO Investments Inc. at 1-800-668-7327 or [email protected] or visit www.bmo.com/gam/ca/advisor/legal-and-regulatory.

Login to the BMO Insurance Advisor Support portal. In the Search bar on the top right-hand side of the screen, you can search by policy number or insured last name. Note: For information regarding policies sold by Norwich Union, please contact Client Services at 1-800-387-4483 or by email at [email protected].