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It pays to plan ahead

What makes a successful, long-term investing strategy? A sound financial plan based on your personal goals. But it's also important to continually update your plan each year to see the impact it's having on our long-term goal. BMO InvestorLine has the tools to help you.

  • Portfolio Rebalancing
    See how just a few simple steps can tell you whether or not your asset allocation is in line with your long-term goals and the level of risk you're willing to take.
  • Retirement Planner
    Build a solid long-term retirement strategy that you can update any time.

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