Concierge Services | BMO Harris Private Banking

By: Bmo Harris Private Banking  09-12-2011
Keywords: Banking Services, Investment Management, estate administration

As an enCircle client, you will benefit from:

Bill Payment

– timely payment of bills; electronic deposit of government and/or company pensions; gift-giving and charitable donations

Income Tax Preparation

– collection of your tax information; coordination with an independent accounting firm to prepare and file your tax return

Investment Management

– assessment of your investment objectives; development of an investment plan that best meets your goals; ongoing management of your portfolio

Platinum Banking

– personal banking services for your everyday banking and credit needs, including U.S. banking services

Estate and Trust Planning

– assistance with wills, powers of attorney, trusts, estate administration

Lifestyle Services

– access to an exclusive 1-800 number and website, available 24/7, to obtain services pertaining to home and family, health and fitness, travel, leisure, entertainment, elder care, health care, domestic household support and much more

Family Education Services

– small, private courses, covering the basics of sound financial management, plus some of the more complex aspects, for you and your family (including young adult children)

Consolidated Statement Package

– statements summarizing the activity in your enCircle account

Keywords: Banking Services, estate administration, Estate And Trust, Investment Management,

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