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

Our Team

Investment Management Advisory

Raj Bansal, CFP, CFA
Vice President & Senior Investment Counsellor

Tel: (519) 667-5103
Email: raj.bansal@bmo.com

 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.

Jennifer Liscombe
Portfolio Associate 

Tel: (519) 667-4021
Email: jen.liscombe@bmo.com 

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.

Carlos Toopitsin
Portfolio Assistant

Tel: (519) 667-0218
Email: carlos.toopitsin@bmo.com

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.


 

Wealth Structuring and Business Value Monetization

Adam E. Carter, CPA, CA, CBV, FEA
Vice President, Business Advisory & Transition Planning

Tel: (226) 919-4359
Email: adame.carter@bmo.com
 

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

Tel: (905) 526-6809
Email: leigh.vyn@bmo.com

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, RRC
Director, Wealth Planning

Tel: (519) 667-6167
Email: chris.jermyn@bmo.com

 
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

Bruce W. Farnell, BA, LLB
Director, Estate Planning

Tel: (519) 667-6336
Email: bruce.farnell@bmo.com

Bruce is a member of the High-Net-Worth Specialized Planning Team. He supports BMO Private Wealth by providing comprehensive wealth and estate planning to successful Canadian families. Bruce is a lawyer who developed his expertise in estate planning over 30 years in private practice and with BMO.

Bruce earned an undergraduate degree from Western University and a law degree from University of Ottawa. He is a member of the Law Society of Ontario, several local County Law Associations, and the Estate Planner’s Council of London.

Bruce and his wife Sharon live in Aylmer and have two adult children. When not at work, Bruce enjoys outdoor activities with his family. Bruce is Past President of the Kinsmen Club of Aylmer and the East Elgin Branch of the Canadian Cancer Society.

Dave Kent, 
Vice-President, Estate and Insurance Advisor

Tel: (519) 646-1236
Email: david.kent@bmo.com
 
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

Tel: (519) 667-6223
Email: lisa.mazurek@bmo.com

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, BBE, PFP
Director and Senior Private Banker

Tel: (519) 667-6249
Email: chris.jackman@bmo.com
 
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
Senior Private Banker

Tel: (519) 667-6290
Email: brad.macdougall@bmo.com

 
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.

Corrie Kruyssen, B. Comm
Senior Private Banker

Tel: (519) 667-5170
Email: corrie.kruyssen@bmo.com

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.

Gloria Lau
BMO Capital Markets, Structured Notes and PPN's


Email: gloria.lau@bmo.com
 

 


Jared Sprice
Portfolio Manager, Private Equity and Alternatives


Email: jared.spice@bmo.com

Jared is responsible for managing the execution of the Open Architecture Investment Platform and works with BMO Private Wealth's Investment Professionals to develop investment strategies for Ultra-High Net Worth (UHNW) clients.