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Using BMO SmartSteps for Investing, customers can get clarity on how they can prepare financially for the long term by implementing straight-forward tips and advice, including how to pay less tax, protecting their investments and secure their retirement.
“Canadians want clear advice on what will work for them and their investments,” said Su McVey, Vice President, BMO Bank of
With the program, customers can:
- Get a clear financial picture – How much money you need to achieve your long and short term goals.
- Keep more money by reducing taxes – Pay less in tax with the right investment tools, such as Tax Free Savings Accounts.
- Keep more money by protecting it – Keep a portion of your investment portfolio secure by using guaranteed investments such as Guaranteed Investment Certificates.
� Secure Your Retirement – Ensure your money works as hard as it can to reach your ideal retirement lifestyle.
“We first introduced BMO SmartSteps to provide Canadians with immediate ways to save money, become debt-free faster and manage their spending, followed by SmartSteps for Students; both of which have been met with tremendous success,” added McVey. “BMO SmartSteps for Investing is another way BMO is helping our customers set and achieve their individual goals now and in the future.”
To learn more about BMO SmartSteps for Investing, please visit www.bmo.com/smartinvesting.
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