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Who Are We?
Business Owners
Access to Private Markets & Alternatives
Multi Generational Wealth Planning
Testimonials
Your Business Transition
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Who Are We?
Business Owners
Access to Private Markets & Alternatives
Multi Generational Wealth Planning
Testimonials
Your Business Transition
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Bansal Wealth Management Group
BMO Private Investment Counsel Inc.
Bansal Wealth Management Group is a successful investment advisory team that has been recognized as a top advisor at BMO Private Wealth for distinguished client loyalty. We are a discretionary portfolio manager that specializes in dealing with successful high-net worth families and business owners.
Bansal Wealth Management Group by the Numbers:
30+
Years of Experience
$950 MM+
in Assets Under Management
$5.3MM
Average Client Size
Please see the areas where we specialize and are exceptional at delivering.
Click on the link that interests you:
Working with Business Owners
Access to Private Markets & Alternatives
Multi Generational Wealth Planning - A Family Office Approach
BMO named Canada's Best Private Bank for Ultra-High-Net-Worth Clients and Philanthropic Advisory Services at Euromoney Awards
How I work with you
How I work with Business Owners
Tax Strategies