Raj Bansal, CFA

Senior Investment Counsellor & Portfolio Manager

Tel: 519-667-5103


BMO Private Wealth
255 Queens Avenue
Suite 2560
London, ON
N6A 5R8

Contact Me

BMO Private Banking Ecosystem

We help our clients meet their needs and achieve their goals by introducing them to the BMO Private Banking Ecosystem 

Customized Wealth Plan

  • Financial Independence

    Comfortable Retirement
    • Risk managed
    • Stable, high performing, professional investment Management
  • Longevity and Legacy

    Aging and Protection
    • Encircle
    • Continuity
    • Estate Bond
    • Donor Advised Funds
    • Early Gifting
  • Business Value Monetization

    • Equity Re-capitalization
    • Annual savings (pensionize your business)
    • Succession Planning
    • Business Value Maximization
    • Business Sale Options
  • Alpha Returns / Leveraged Solutions

    • Enhanced Leverage Solutions Capital Market structured Notes
    • Private Equity
    • Customized All Equity Solutions