New account option pairs best-in-class digital investing advice with personalized wealth planning support
BMO InvestorLine is stepping up to meet the more complex needs of its clients with a new premium account offering.
Offered to clients with $500,000 or more in investable assets who prefer to invest online and have more sophisticated financial needs, the new adviceDirect Premium service pairs clients with a dedicated adviceDirect Advisor and gives them access to a wide range of BMO resources and comprehensive wealth planning solutions.
“The demand for digital advice has increased significantly in recent years and the momentum continues to build,” said Silvio Stroescu, head of InvestorLine, at BMO Financial Group. “This is a great opportunity for innovation by building on our extensive experience with digital investing solutions and personalized advice to create new value networks for Canadian investors.”
Through the new adviceDirect Premium account, clients can have a dedicated advisor to help them stay on track with goals and complement the recommendations they get from the digital MyAdvice feature.
They also get access to accredited BMO wealth planning professionals who can help clients develop a holistic plan tailored to their unique needs and goals, as well as exclusive research and investing articles from BMO Capital Markets, Morningstar, and MarketGrader.
“adviceDirect Premium is a hybrid solution which combines the best of human advice and technology to meet our clients' needs across the wealth management spectrum,” Stroescu said.
