# BMO Direct Invest Inc. Source: https://planprovider.pro/provider/bmo-direct-invest-inc > 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 Weal… Retirement Plan Advisor Toronto, ON ## About BMO Direct Invest Inc.

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.

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.

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.

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.

Website: [https://www.bmo.com/en-ca/main/personal/investments/direct-investing/](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 ## Other Retirement Plan Advisors in ON - [The Capital Group Investment Advisory Services, LLC](https://planprovider.pro/provider/the-capital-group-investment-advisory-services-llc) - Los Angeles, CA [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/bmo-direct-invest-inc) © 2026 PlanProvider.Pro