We offer variety of Investment products such as RRSP, RRIF, TFSA, Non registered savings, Leverage, Bank accounts. We also have a referral program for mortgages too.
Guaranteed Minimum Withdrawal Benefit
RRIF Tax Elimination Upon Death
BMO Guaranteed Investment Funds
Segregated funds are a timely, private and cost-effective way to transfer wealth to your loved ones. By naming a beneficiary on their BMO Guaranteed Investment Funds policy, these investments can bypass the costly probate process upon their death which can save time and money.
Plus, unlike traditional investments, BMO Guaranteed Investment Funds provide a deposit guarantee upon death as well as creditor protection which can be an integral part of their wealth transfer plan.