Bank of Montreal (Harris) has many financial consultants, who can help you not only to save money for your personal goals: retirement, car purchasing, education, savings and investing, and house buy, but also multiply them.
The process of preparing a personal financial plan consists of several stages:
- Acquaintance with a financial advisor. Selecting goals for accumulation
- Study of assets, income, and expenses of the client
- Preparing a financial plan
- Execution of the financial plan by the client
To develop a personal financial plan, you may need to bring to a branch the following documents:
- Banking accounts statements
- A list of a client's assets and liabilities
- A list of gains and costs
- Individual Pension Plan statement
- Bank credits statements
- Life insurance policy
- Most recent Notice of Assessment
- Relevant legal docs
- Other financial documentation
Financial consultants of Bank of Montreal (Canada) work with clients with the level of uninvested assets of 100 ths CAD.
You can make an appointment with a financial advisor of BMO at 1-844-837-9228.