Five Great Reasons to Reap the Rewards of Consolidation

In today’s complex world, it’s no wonder Canadians are moving toward a simple, unified approach to their investment needs. By doing so, self-disciplined investors stand to reap the myriad rewards consolidation can bring.
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Do more with less
Investors seeking to optimize their financial strategies rely on pricing and programs. Pooling your investments with one financial institution allows you to leverage your assets to enjoy more competitive pricing, commissions and fees. It’s also the easiest way to meet asset and trading qualifications for select value-added programs.
 
Simplify your life
Dealing with the paperwork from all those banks every quarter can be daunting for even the most experienced investor. Combining your investment accounts eliminates multiple statements, confirmation notices and tax forms — along with the unnecessary worries of keeping track of your assets.
 
Gain control and flexibility
Securing a comprehensive view of your investments is crucial to knowing where you stand today — so you can achieve your financial goals tomorrow. It makes it easier to evaluate the pieces that make up your portfolio and how they fit together. Then you can hone in on the necessary adjustments to keep your asset mix on track.
 
Diversify and multiply
Like a team of top players working in sync, multiple investments consolidated with one financial institution can make you a winner. Pooling your investments co-ordinates the essentials — cash, fixed income and equities — to help you achieve optimum diversification while accounting for your risk tolerance and time horizons. A well-situated portfolio ensures better financial health — and even bigger financial rewards.
 
Manage your way to a better future
When your investments are all in one place, you can optimize online resources to fine-tune your asset allocation, portfolio rebalancing and understand portfolio performance. What’s more, you can discover new opportunities for maturing investments. And when you want to make chances, you only need to make them once — reducing the time and effort you spend managing your money.
 

Bringing it all together with BMO InvestorLine

Are your investments spread around too many places, making them difficult to manage? Consider the benefits of pooling your assets with BMO InvestorLine. It can save you two precious commodities investors never have enough of: money and time.

Here’s why consolidating your assets with BMO InvestorLine makes good financial sense.

Save money…
  • $9.95 Flat Fee Pricing* on all electronic trades minimizes your investing cost
  • Easy qualifying for exclusive benefits under our Active Trader and 5 Star programs earns you substantial savings on commissions and fees, as well as preferred interest rates
Save time…
  • You can manage all your investment accounts, including our new TFSAs and RESPs - all in one place
  • Our Equity and Option Order Entry makes trading fast and simple so you can trade with confidence and ease
  • A single User ID signs you in to all your accounts
  • MyLink provides you with secure access to personalized, relevant and timely financial information specific to you and your holdings
  • Benchmark Comparisons show how your portfolio measures up against nine key indexes
  • The Asset Allocator determines the asset mix that best fits your goals, and the portfolio to put in place to meet them
  • Superior research from highly ranked third-party experts informs your decisions
  • S&P’s Top Picks from Standard & Poor’s – the world’s foremost provider of investment research, data, and valuations – guide you every step of the way
  • eStatements provide a simple, at-a-glance overview of your investments

This article is prepared as a general source of information. It is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. The information contained in this article is based on sources believed to be reliable, but its accuracy cannot be guaranteed.
*Clients with assets over $100,000.

BMO InvestorLine is a member of BMO Financial Group. ®Registered trade-mark of Bank of Montreal, used under licence. BMO InvestorLine Inc. is a wholly owned subsidiary of Bank of Montreal Holding Inc. Member CIPF and IIROC.