The Parsons Group is a highly qualified team of Wealth Management experts. We have been providing custom tailored investment solutions for over 2 decades. David and his team manage in excess of $1 Billion in wealth for Ultra High Net Worth Families, High Net Worth Families, Business Owners, and Non-Profit Organizations.
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.