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:

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:

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

Banner