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Great advice pays off

Stories and guidance for your journey towards a secure financial future.

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Get started on the right path for you.

You’ve achieved success today, but are you feeling confident in your plan for the future? Even if you have an understanding of your needs and goals, translating that into a holistic financial plan can feel like a complex and daunting task. We’re sharing stories from women who took an important step on their own wealth journey — getting the right advice — as well as resources to help build your knowledge around the myriad of options available. Let’s get started » 

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“Now is the time to learn about managing your investments and plan ahead.”

let's start with a big idea

By Joanna Rotenberg, Group Head at BMO Wealth Management, BMO Financial Group

Have you asked yourself, “How can I help make a difference?”⁠ Joanna Rotenberg did, and she came up with an answer: redefining ‘investments’ to include the dozens of ‘here and now’ spend decisions we make every week. Not only do they add up, each one is an investment that can uplift and support people, organizations, communities, and ideals. 

Backstage Capital’s General Partner shares how (and why) she’s making venture more equitable.

Jenn Harper, founder of Cheekbone Beauty, shares why she invests in the earth and her community.

Her radically generous community is fostering equity and sustainability.

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Get informed

Laura Reinholz, BMO's Head, Workplace Experience GTA, shares her personal journey and tips for how you can start.

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Be informed

Lydia Potocnik, Head of Estate Planning & Philanthropic Advisory Services with BMO, shares her advice:

Lydia Potocnik, Head of Estate Planning & Philanthropic Advisory Services with BMO, shares her advice:

Four simple steps to align your values with your investments — without compromising returns.

Get started no matter what your budget or your goals.

Get clarity on these key terms so you can align your investment strategy with your values and your goals.

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Resources and tools

INVESTING ADVICE & TOOLS

Get Started with ESG Investing

Feel confident that you’re making responsible and ethical choices with Environmental, Social, and Corporate Governance (ESG) investing »

Find Wealth Insights and Practical Guidance

Navigate the financial challenges and opportunities brought on by the Covid-19 pandemic with help from BMO’s global team of experts »

Access Research, Analysis and Thought Leadership

Stay up to date on the latest American and global market news, reports and trends to make informed decisions on managing your wealth »

Invest Online — Your Way

Investing online doesn’t have to mean investing alone. You can have as much — or as little — control and support as you want »

Small Business Resource Hub

Get the latest tips from our experts, access tools and download resources to help keep your business running smoothly »

HOW WE DO OUR PART

Understand Our Approach and Impact

BMO’s deep-rooted belief in doing what’s right — consistently, equitably and sustainably — is summed up in a simple statement of purpose: Boldly Grow the Good in business and life »

Get to Know BMO For Women

Explore our educational information and resources so you can take confident ownership of your personal financial future, or your next steps as an entrepreneur »

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