Carol-Anne Parsons

Address

5109 - 50th Street
Drayton Valley, AB T7A 1R9

Languages

English

My Background

Our Team has a long history of helping our clients develop, implement and manage highly personalized Wealth Management Strategies. Our team members are all talented and dedicated professionals each with a minimum of 20 years of experience. Working hard to exceed our clients’ expectations, we were one of the first within our firm to combine Wealth Advisory Services with discretionary portfolio management. Our team fosters a vibrant, caring and supportive work environment with our clients and with each other

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

®Registered trademark of Bank of Montreal, used under license.

Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.