Raj Bansal, CFA

Vice President & Senior Investment Counsellor

Tel: 519-667-5103

Address

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

Contact Me

How We Work With You

Complete a deep discovery to find out what’s important to you:


  1. Understand and address your immediate needs
  2. Understand your broader goals
  3. Identify and prioritize your goals
  4. Collect and update your financial information
  5. Bring the right experts to the table to discuss and analyze your situation
  6. Bulld your Wealth Plan based on your goals and priorities
  7. Present your Wealth Plan with recommendations
  8. Take action
  9. Repeat, update and refresh regularly



 

Based on what’s important to you, I bring together our team of experts to build your plan: 

Your Wealth Plan

You and your family

  • Personal Banking
  • Business Banking
  • Corporate Finance
  • Capital Markets
  • Global Asset Management
  • BMO InvestorLine
  • BMO Nesbitt Burns
  • BMO Private Bank (US., Hong Kong and Singapore)

Services

  • Investments
  • Tax Planning
  • Banking and Borrowing
  • Lifestyle & Financial Services
  • Trust Services
  • Philanthropic Services
  • Succession Planning
  • Estate Planning

Your BMO Private Banking team is part of a bigger picture.

We can draw on global resources and 200 years of wealth management experience to help you achieve your goals.

We can also collaborate with your existing network of tax, legal and other advisors