About BMO Direct Invest Inc.
<p>Operating from Toronto in the Greater Golden Horseshoe, with a U.S. presence in New York City, BMO Direct Invest Inc. works within BMO Financial Group’s Wealth Management division. The firm is a registered investment adviser (RIA) and is listed under CRD #317064.</p> <p>BMO Direct Invest Inc. is part of a larger platform that reports $431.0B in assets under management (2026). Its work includes direct investing and wealth services delivered through the broader BMO Wealth Management structure.</p> <p>For retirement plans, the firm provides 3(21) fiduciary services, supporting plan sponsors with investment advice while the sponsor retains final decision-making authority. This is a fit for organizations that want an advisor involved in fund selection and monitoring without delegating full investment discretion.</p> <p>What sets BMO Direct Invest Inc. apart is its connection to BMO’s wider wealth management resources while still offering an advisory relationship under an RIA framework.</p> <ul> <li>Provider type: <a href="/plan-advisors">plan advisor</a></li> <li>Retirement plan service: 3(21) fiduciary investment advice</li> <li>CRD: #317064</li> <li>Locations: Toronto, ON (HQ) and New York, NY</li> <li>Assets under management: $431.0B (2026)</li> </ul>
Website: https://www.bmo.com/en-ca/main/personal/investments/direct-investing/
Office Locations
- Toronto, ON (Headquarters)
- New York, NY
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $431.0B