Elevating Wealth, Empowering Futures!

For over 2 decades, The Parsons Group has been providing tailored investment solutions. The team manages in excess of $2 Billion in wealth for Ultra High Net Worth Families, High Net Worth Families, Business Owners, and Non-Profit Organizations. Whether your needs are simple or more complex, we can provide you with a full range of customized solutions and services through our experienced team of professionals.

Discover how our team can help you and let's make it happen together!

 

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Why we believe in a holistic approach

Our priority is to understand what is really important to you, for yourself, your family, or your business.

Whether your needs are simple or more complex, we can provide you with a full range of customized solutions and services through our experienced team of professionals.

We believe that your financial well-being goes far beyond your investments. By reviewing your entire financial picture, we are better able to assist and advise you on the best solutions to meet your specific needs.

 

What makes us different:

  1. Our Commitment & Our Core Beliefs
  2. Our Team & Unique Skill Set
  3. Our Company & Available Resources

 

Why someone should do business with us

The Parsons Group has an unwavering belief in the power of the client-advisor relationship. We focus on meeting the needs of clients through a holistic approach to wealth management. Trust in our proven expertise to build a wealth management strategy custom tailored to help you achieve your financial objectives for today and tomorrow.

The Parsons Group draws upon the full depth and breadth of the BMO Financial Group to provide clients with an integrated and multidisciplinary wealth management solution. This includes all aspects of managing, protecting and transferring wealth, such as Investments, Insurance, Tax Efficiency, Estate Planning, Retirement Planning, Cash Management, Planned Giving, Trusts and Wills.

Experience the difference that expert holistic wealth management makes.

Recent Insights

USMCA Review to Focus on Enforcement, Supply Chains and Security

Jun 24, 2026 - BMO Private Wealth

When USMCA was first signed, it was hailed by some as the most consequential trade agreement on the planet. Nearly a decade later, that agreement faces its first major test as it enters its first major review....

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Weekly Strategy Perspectives: Just the FAQs Part II – The Enigmatic Consumer

Jun 19, 2026 - BMO Private Wealth

Many of the questions we’ve received from clients and colleagues during our recent travels relate to consumers....

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Weekly Strategy Perspectives: Just the FAQs Part I – Market Mayhem

Jun 12, 2026 - BMO Private Wealth

Instead of the upbeat mood we typically expect after two months of persistently rising markets and sturdy economic fundamentals, we found widespread anxiety about a variety of issues....

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