Cash Management

• Access Service Retirement Income Management Account
• Prime Access Account
• Access Service Account

Investment Solutions

BMO Nesbitt Burns Access Service Retirement Income Management Account™

Take Control of your Retirement Income
The BMO Nesbitt Burns Access Service Retirement Income Management Account (RIMA) was designed to help Canadians make the transition to retirement, and to meet the challenges of managing cash flow throughout the various stages of retirement. RIMA seamlessly integrates your investments and banking in one BMO Nesbitt Burns account.

All sources of retirement income-salary, Canada Pension Plan (CPP), Old Age Security (OAS), Registered Retirement Income Funds (RRIFs), company pension plan, retirement savings and annuities-are directly deposited into a single account from which you can draw a monthly income and manage your expenses. Using this service, your BMO Nesbitt Burns Investment Advisor is able to help you create a long-term income management strategy for every stage of retirement.

Here are just some of the benefits our RIMA clients receive:

• Consolidation of all retirement income and assets in a single (personal or joint) account
• Access to our comprehensive Cash Flow Calculator to design a retirement cash flow blueprint
• Automatic monthly "pay cheque"
• Consolidated monthly reporting
• A line of credit
• Complimentary personalized cheques
• Full banking privileges
• Access to online account monitoring through BMO Nesbitt Burns Gateway® 24 hours a day, seven days a week

For more information, contact an Investment Advisor at a BMO Nesbitt Burns branch near you.

If you would like a BMO Nesbitt Burns Investment Advisor to contact you, simply complete this brief contact form.

™ "Access Service Retirement Income Management Account" is a trade-mark of BMO Nesbitt Burns Corporation Limited, used under licence.