BMO InvestorLine's Asset Allocator is a convenient tool that helps you determine an asset allocation mix to meet your financial objectives. Whether you are saving for a new house, your child's education or retirement, getting the right asset mix is an important first step to successful investing.Completing the Asset Allocator will only take about 10 minutes. You will be able to retrieve your plan at any time by selecting Asset Allocator in the Planning Centre section once you sign into your account. A PDF report of your plan will be available to print.
You can also transfer the same information in this plan to complete the asset section in the Retirement Planner to create a comprehensive, actionable, retirement plan that you can save and update when you access your account.