BMO Retirement Portfolios

Everyone is unique, as is their path to a healthy retirement. We have built portfolios for the life you have envisioned for your golden years.

See our Portfolios

Preserve your money today, to grow tomorrow

Investors have different goals, time horizons and tolerance for risk. BMO’s retirement portfolios work alone or as a group to help meet the unique goals you have set for your retirement.

Our approach focuses on more consistent returns, while providing both capital preservation and growth potential, to ensure your retirement portfolio is as healthy and active as you are in your golden years.

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Benefits of investing in BMO Retirement Portfolios

Discover the portfolio most suitable for you

Your dream retirement won’t happen on its own. Choose the BMO retirement portfolio that matches your risk tolerance and retirement goals.

BMO’s investment approach to achieve your retirement goals

Resources and documents

BMO Retirement Portfolios Client Brochure ​

Start investing with us

Financial advisors, please contact your regional wholesalers, or call us on 1-800-668-7327

If you are an investor, please speak to your financial advisor about including one or more of our mutual funds in your portfolio.

Retirement portfolios FAQs

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Disclaimers

Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. Distributions are not guaranteed and are subject to change and/or elimination.

For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the prospectus.

BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.