BMO has been Plan Institute’s Exclusive Financial Services Partner since 2014, supporting our RDSP outreach work. In 2008, BMO became the first Canadian bank to offer RDSPs to the public. The focus of our partnership is educating individuals about the benefits of the Registered Disability Savings Plan.
The partnership also offers support to individuals with setting up an RDSP. If you choose to open an RDSP with BMO, Plan Institute can help. Through our helpline service, our RDSP advisors can assist with setting up an RDSP over the phone. Although our team doesn’t administer the RDSP, we can help you open one with BMO.
To request this support, please call the Disability Planning Helpline on 1-844-311-7526 or email: email@example.com