Tel: 416-365-6027


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

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