Financial Planning
- Complimentary personalized, ongoing support from experienced financial planners
- Interactive tools and calculators
- Customized strategies for planning, growing and protecting your money
See what financial planning can do for your retirement goals.
A little planning can go a long way.
Learn about how the right strategy can help you save for retirement.
With a financial plan: $754,918
Find out more about planning
for life events and goals
Without a financial plan: $474,492
confident about reaching their financial goals.
Learn more
Ready to start your financial planning journey?
Why make a financial plan?
Confidence comes with a plan. Wherever you are in life, whatever your goals—the right financial plan can help you get where you want to go.Retirement planning
What does retirement mean to you? Let’s create the retirement picture of your dreams.
- Find out if you’re on the right track to retirement (you might be surprised!)
- Make your money work twice as hard
- Learn how to fund your future while enjoying today
Life events
You’ve got goals! Let’s find the best way to achieve them.
- Plan for sooner (a wedding or big trip) and later (a house or education)
- Make your money work for you with expert tips and advice
- Explore the best investment options for you
Estate planning and trusts
Your legacy matters. Protect it with the right plan.
- Discover how to create the best estate plan for you
- Safeguard your family’s financial future with personalized advice
- Learn about trusts and why they might benefit you
Welcome to BMO WealthPath™
Fine-tune your financial goals and take control of your wealth strategy with our new digital planning platform. Use BMO WealthPath™ at your convenience to:
- Easily monitor your assets
- Visually breakdown your goals
- Draw on clear insights to inform your financial decisions
Better perspective means better preparation. Working with your investment professional, you’ll be able to spot forks in the road that could affect your financial plan – and you can adjust your strategy in real time.
Whether your goals are just around the bend or a long way off, BMO WealthPath™ can help get you where you want to go.
Have an investment professional contact youCalculators and worksheets
Plan with confidence. Our helpful retirement savings calculator and net worth worksheet let you take control.Preparing for your first meeting
Let’s hit the ground running. Answer a few simple questions to get a head start on achieving your financial planning goals.
Meet , a financial planner near you
Financial Planning FAQs
Helpful resources for your homebuying journey
Are you ready for the mortgage stress test?
Find out how getting pre-approved can help you reach your goals faster.
Find out how getting pre-approved can help you reach your goals faster.
Learn about our other investment options
BMO Investments
BMO Private Wealth
Recommended asset level: $1,000,000+
