Tel: 416-365-6027

Address

BMO Nesbitt Burns
First Canadian Place
100 King St. W, 38th Floor
Toronto, ON
M5X 1H3
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Contact Us

Ultra High Net Worth

Ultra High Net Worth clients have sophisticated needs, which require a specialized service offering.  The Parsons Group provides their Ultra High Net Worth clients with access to:
 
  • BMO Family Office Services: 
  • BMO Trust Company Services: estate, trustee, and trusts services (including the enCircle® service program)
  • Private & Corporate Banking
  • Personal and Corporate Lending
  • Inter-generational wealth transfer​
  • Legacy & estate planning
  • Trusts - testamentory & inter-vivos
  • BMO Charitable Giving
  • Portfolio Management
  • Tax Planning & Reduction Strategies 
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Insurance Solutions