Raj Bansal, CFA

Senior Investment Counsellor & Portfolio Manager

Tel: 519-667-5103

Address

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

BMO Private Banking Ecosystem

We help our clients meet their needs and achieve their goals by introducing them to the BMO Private Banking Ecosystem 

Customized Wealth Plan

  • Financial Independence

    Comfortable Retirement
    • Risk managed
    • Stable, high performing, professional investment Management

  • Longevity and Legacy

    Aging and Protection
    • Encircle
    • Continuity
    • Estate Bond
    • Donor Advised Funds
    • Early Gifting

  • Business Value Monetization

    • Equity Re-capitalization
    • Annual savings (pensionize your business)
    • Succession Planning
    • Business Value Maximization
    • Business Sale Options

  • Alpha Returns / Leveraged Solutions

    • Enhanced Leverage Solutions Capital Market structured Notes
    • Private Equity
    • Customized All Equity Solutions