Investment Management Advisory

Raj Bansal, CFA

Senior Investment Counsellor & Portfolio Manager

Our niche is providing investment services for High Net Worth Families and Individuals. 

Raj is responsible for designing discretionary investment portfolios and providing wealth planning solutions to High Net Worth families. Once Raj understands his clients needs, he brings together a powerful team of specialists to design a plan.  The plan is built to maximize results and manage risk for successful client outcomes. Raj prides himself on bringing tremendous value to his clients using this customized and unique approach.

With 25 years of investment management experience, Raj joined BMO Private Wealth in 2008. Raj has an undergraduate degree at Lake Superior State University and is a proud holder of the Chartered Financial Analyst designation. Raj also holds the designations of a Certified Financial Planner, Certified Investment Manager and the Fellow of the Canadian Securities Institute.

Carlos Toopitsin, CIM

Associate Investment Counsellor

A key member of our Client Experience team, Carlos is part of our Investment Management Advisory Service team. Carlos provides administrative and operational support for wealth sales and service for the delivery of financial and investment planning advice. Carlos is currently working directly with Raj to help provide investment management services.

Jennifer Liscombe

Portfolio Associate

A key member in our Client Experience team, Jen is part of our Investment Management Advisory service team. Jen provides administrative and operational support for wealth sales and service for the delivery of financial and investment planning advice. Jen is key in our client experience, with a hands on approach to ensuring that our clients needs are met.

Wealth Structuring and Business Value Monetization

Adam E. Carter, CPA, CA, CBV, FEA

Vice President, Business Advisory & Transition Planning

Prior to joining BMO Private Wealth in 2018, Adam worked for KPMG Corporate Finance Group, advising private company owners across multiple industries with business enterprise values ranging from $3 million to +$100 million, on divestitures, acquisitions, due diligence, projections/financial modeling, and business valuations for multiple purposes. Adam's other areas of experience include corporate restructuring and insolvency, financings, financial modeling & projections, and corporate audits. Adam’s goal is to develop rapport with clients through open communication, trust, and exceptional service. Leaning on his diverse background and experience, Adam provides guidance to private business owners and families throughout Ontario in the areas of business succession, transition, growth through acquisitions, sell-side M&A, and valuations for the purposes of wealth planning and exit planning.

Leigh Vyn, CPA, CA, CFP, FEA

Director, Tax Planning

Leigh is a Director of Tax Planning at BMO Private Wealth. With over twenty years of experience, Leigh understands the broad issues that wealthy families face. By taking the time to understand the client’s specific goals and objectives, she brings extensive subject matter expertise to help guide families through the unique opportunities and challenges they may be facing in the areas of tax and estate planning, corporate structuring, business succession planning, and family governance.

Leigh skillfully takes complex tax and estate issues, and speaks to clients about these in a way that they can easily understand. In addition to her accounting background, she has extensive experience in the investment industry, including working at a multi-family office where she led a diverse team. Leigh co-authored the book “Tax Tips for Canadians for Dummies”.

When not at work, Leigh and husband Dave manage a busy house with two teenagers. She enjoys running and hiking the many trails Ancaster has to offer.

Chris Jermyn, CFP

Director, Wealth Planning

Chris empowers clients with comprehensive and customized solutions, resolving complex situations through coordinated and proactive wealth planning. Chris helps clients find peace of mind about their financial future by focusing on what is most important to them. 

Longevity and Legacy Planning

Dave Kent

Vice-President, Estate And Insurance Advisor

David works closley with clients to build wealth in the most tax effective way, enhance their cash flow in retirement, fund tax liabilites that exist within their estate plans, or help maximize philanthropic desires.  He brings these ideas to life with customized recommendations tailered to client goals.

Lisa Mazurek, BA, TEP

Director, Trust Services

Lisa is a member of the Society of Trust and Estate Practitioners (STEP) and is involved with the Estate Planners Council of London. She is Past President of the Canadian Association of Gift Planners, and has been a volunteer with the North London Hockey Association and the London Junior Mustangs for the past 11 years. Lisa and her husband Rob live in London and have two boys. When not at work, Lisa enjoys spending time with her family and cheering on her favourite sports teams.

Lisa has over 30 years of experience in assisting with the disposition and settlement of estates. She provides financial care and management solutions for clients and their families to manage their wealth plans in the event of health or incapacity issues.

Alpha Enhanced Returns and Leveraged Solutions

Chris Jackman, PFP

Private Banker

Chris specializes in personalized financial services and leveraged solutions to high-net-worth individuals, offering creative solutions in any circumstance. With an extensive career in credit management with over 30 years experience, Chris is an expert in his field.

Brad MacDougall, MBA

Private Banker

Brad is a professional relationship manager, uniquely positoned within a team of financial service professionals to provide banking solutions. Brad specializes in helping entrepreneurial, professional and other high net worth families grow and manage their wealth to achieve peace of mind, enhanced lifestyle, and financial legacy.

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Corrie Kruyssen, B.Comm.

Private Banker

Corrie’s goal is to empower clients with comprehensive and customized solutions for complex situations through coordinated and proactive wealth plans. Corrie knows how to navigate the nuances and complexities of wealth management so that clients can have the confidence that their goals are within reach.

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Gloria Lau

BMO Capital Markets, Structured Notes And PPN's

Gloria is responsible for managing the execution of Structure Products and Principal Protected Notes. She works with BMO Private Wealth's Investment Professionals to develop investment strategies for Ultra-High Net Worth (UHNW) clients. 

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Arthur Diochon

Head, Alternatives Research, Canada

Arthur has over a decade of experience in the investment industry across all asset classes. As BMO’s Head of Alternative research, he is responsible for providing insight, support and research on the alternative asset class. These responsibilities include alternative portfolio construction for UHNW clients, maintenance of the recommended list and product shelf.

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Christopher Mayhew

Director, Corporate Finance

As the Director, Chris is responsible for the overall banking relationship and creating positive business. experiences for our clients. He is the key point of contact for all your banking and financing needs during the challenges and opportunities at every stage of your business.

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Cristina Dinu

Senior Account Manager, Commercial Banking