BMO M PRIVATE BANK

[ accounting services; tax preparation, tax advisory and tax consultation services; payroll preparation services; providing business information by electronic means ]

Banking services; financial services, namely, private wealth management services; family office services, namely, financial planning; trust management services; estate trust management services; financial administration of trusts and estates; financial custody services, namely, maintaining possession of financial assets for others for financial management purposes; financial analysis and consultation services; investment advisory services; investment management services; insurance consulting services; financial planning services; financial asset protection consulting services; estate planning advisory services; [ credit card transaction processing services; ] financial information provided by electronic means