About Raj

Raj Bansal, CFA

Senior Investment Counsellor & Portfolio Manager

Our niche is providing investment services for High Net Worth Families and Individuals. 

Raj is responsible for designing discretionary investment portfolios and providing wealth planning solutions to High Net Worth families. Once Raj understands his clients needs, he brings together a powerful team of specialists to design a plan.  The plan is built to maximize results and manage risk for successful client outcomes. Raj prides himself on bringing tremendous value to his clients using this customized and unique approach.

With 25 years of investment management experience, Raj joined BMO Private Wealth in 2008. Raj has an undergraduate degree at Lake Superior State University and is a proud holder of the Chartered Financial Analyst designation. Raj also holds the designations of a Certified Financial Planner, Certified Investment Manager and
the Fellow of the Canadian Securities Institute.