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Raj Bansal, CFA

Vice President & Senior Investment Counsellor

Raj Bansal, CFA
Carlos Toopitsin
Jennifer Liscombe

Tel: 519-667-5103

Address
BMO Private Wealth
255 Queens Avenue
Suite 2560
London, ON
N6A 5R8
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We provide investment services for High Net Worth families and individuals.

Minimum 1 million net worth

One team providing a complete private banking service.

BMO Private Banking
As Vice President & Senior Investment Counsellor, Raj and his team provide a high touch service with attention to detail. Each client receives a customized Wealth Plan with a roadmap to reach their goals. This integrates financial plan, estate and multi-tax planning, assets, real estate, holding companies, investments, and philanthropic needs.
Family Office
 
We provide a comprehensive wealth management planning for ultra-wealthy families. This requires the skills and experience of a well-coordinated and collaborative team of professionals, from investment, estate, business, legal, insurance, and tax disciplines.

Selling a business
​Maximizing valuation when selling a business requires planning. Don’t wait until you are ready to sell to start the process. Get in touch with our team to learn how we can help you get the best price for your business. We also help to transition the business to a family member or key employee.
Investment Management Services
​We Design custom discretionary investment portfolios, OSC licensed investment counsellor, CFA Senior Licensed Investment Counsellor to build and design investment portfolios.

Wealth Structuring and Business Value Monetization
Longevity and Legacy Planning
Alpha Enhanced Returns and Leverage Solutions


An Industry Leader

     

At BMO Private Wealth, you are surrounded by a team of experts that understands your needs and can help you prepare for opportunities and safeguard against risks before they arise. This intuitive, proactive approach to wealth management is at the heart of our award-winning service.