Team Bansal

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:

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30+

Years of Experience

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$1 Billion

in Assets Under Management

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$5.3MM

Average Client Size

Please see the areas where we specialize and are exceptional at delivering.

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Business Owners

  • Corporate structure and tax considerations.
  • Creating liquidity for retirement.
  • Succession planning.
  • Preparing for a liquidation event.

 

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Access to Private Markets & Alternatives

  • Access to the best managers.
  • Understanding your liquidity needs.
  • Understanding the commitment pacing.

 

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Multi Generational Wealth Planning – A Family Office Approach

  • Guidance for the next generation.
  • Trusts and estate planning.
  • Family legacy preservation.

 

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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

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Named Best Private Bank in Canada for 15 years in a row