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David Parsons is listed as Portfolio Manager & Senior Wealth Advisor, BMO Nesbitt Burns at The Parsons Group, BMO Nesbitt Burns, a company with 2284 employees, based in Toronto, Ontario, Canada. AeroLeads shows a work email signal at bmo.com and a matched LinkedIn profile for David Parsons.
David Parsons previously worked as Portfolio Manager & Senior Wealth Advisor at The Parsons Group, Bmo Nesbitt Burns and Institutional Trader at Bank Of Nova Scotia. David Parsons holds Honours Ba, History, English from Huron University.
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As an accomplished Portfolio Manager, Senior Wealth Advisor and founder of The Parsons Group at BMO Nesbitt Burns, I have been servicing the wealth needs of my clients for over 20 years. Prior to joining BMO Nesbitt Burns, I worked for another Canadian Bank in both Toronto and New York, where I gained specialized knowledge of both local and International markets, Institutional client needs, as well as innovative investment solutions. I am proud to work with a highly qualified team of Wealth Management Experts, where we bring the full breadth of knowledge to bare for our clients' complex financial needs. My team has over 50 years of combined experience of providing custom tailored wealth solutions for our clients. We manage in excess of $1.5 Billion in Wealth for High Net Worth families, Private Corporations and Government Agencies. We are here to support you with growing and protecting your Wealth. Contact me to find out how we can work together. Our specialties include: Investment Management, Financial & Estate Planning, Tax reduction strategies, establishing Family Trusts, Business Succession Planning and Specialized Banking Services (Corporate & Personal banking including mortgages and Lines of Credit).Any postings on social media are my own and do not necessarily reflect BMO’s position or viewpoints. The information herein is for Canadian residents only and does not constitute any financial, legal, tax, investment or other advice. Please do not post any personal or confidential information on this site. Should you wish to discuss your personal financial circumstances please contact us directly. Previous results are not indicative of future results. BMO Nesbitt Burns Inc. (BMO NBI) provides this commentary to clients for informational purposes only. The information contained herein is based on sources that we believe to be reliable, but is not guaranteed by us, may be incomplete or may change without notice. The comments included in this document are general in nature, and professional advice regarding an individual’s particular position should be obtained. BMO NBI is a subsidiary of Bank of Montreal and Member-Canadian Investor Protection Fund. “BMO (M-bar Roundel symbol)” is a registered trademark of Bank of Montreal, used under licence. “Nesbitt Burns” is a registered trademark of BMO NBI, used under licence.
Listed skills include Wealth Management, Investments, Fixed Income, Financial Services, and 25 others.
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Toronto, Ontario, Canada
We run a holistic Wealth Management Practice that makes us the go-to advisor for all of our clients' financial needs. Our team of professionals specialize in:Estate PlanningTrust ServicesCross-Border Tax PlanningBusiness SuccessionPrivate BankingCommercial BankingPortfolio ManagementInsurance SolutionsPhilanthropic Giving
Worked as an institutional trader for the Bank of Nova Scotia in both Toronto and New York, trading bonds, currencies, precious metals and derivatives. Spent time on both the sales and trading desks.
Activities and Societies: President Phi Delta Theta, Huron Alumni Board
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David Parsons works for The Parsons Group, BMO Nesbitt Burns.
David Parsons is listed as Portfolio Manager & Senior Wealth Advisor, BMO Nesbitt Burns at The Parsons Group, BMO Nesbitt Burns.
AeroLeads has found 1 work email signal at @bmo.com for David Parsons at The Parsons Group, BMO Nesbitt Burns.
David Parsons is based in Toronto, Ontario, Canada while working with The Parsons Group, BMO Nesbitt Burns.
David Parsons has worked for The Parsons Group, Bmo Nesbitt Burns and Bank Of Nova Scotia.
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David Parsons holds Honours Ba, History, English from Huron University.
David Parsons is listed with skills including Wealth Management, Investments, Fixed Income, Financial Services, Estate Planning, Finance, Banking, and Derivatives.
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