Raj Bansal, CFA
Vice President & Senior Investment Counsellor
Tel:
519-667-5103
Raj Bansal, CFA
Carlos Toopitsin
Jennifer Liscombe
Address
255 Queens Avenue
Suite 2560
London, ON
N6A 5R8
Map
Publications
| COVID-19 Update | |
| Beware of the Parallels Between Today and the Great Depression | |
| May 4, 2020: There is an interesting paradox occurring today where the current economic and market environment is described as ‘unprecedented,’ yet there are consistent parallels drawn between the present circumstances and the Great Depression of the early twentieth century. | |
| Other | |
| Wealth Insights Magazine | |
| The Wealth Insights Magazine highlights several topics, strategies, and solutions for the owner to consider when balancing personal wealth management with the needs of their business venture. | |
| Managing Your Wealth | |
| Understanding Risk | |
| The attached article, Understanding Risk: Not All Risk is Created Equally provides an overview on the subject. It identifies some common types of risk and also discusses some measurements of risk and some techniques that can be used to help mitigate against it. | |
| Are All Fees Created Equally? | |
| With upfront knowledge of the cost of investing, you’re able to focus on developing a long-term plan that respects your tolerance for risk and will help you reach your wealth management objectives. | |
| Current News / Affairs | |
| Decoding Responsible Investing | |
| At BMO Private Wealth, we believe that supporting our clients with their increasing focus on sustainability is a great demonstration of a truth that underpins our purpose: Boldly Grow the Good in business and life. We have a proud legacy of innovation and collaboration through the integration of environmental, social and governance ("ESG") issues into our investment processes, while ensuring that investment decisions are always made in the best interests of our clients. Supporting these decisions is a belief that incorporating a range of responsible investment techniques can have a meaningful impact on the creation of long-term investor value. | |
| Education and Knowledge | |
| BMO Experts Share Their Most Important Investment Lessons | |
| Whether you’re a seasoned professional or just starting out, many investors agree that they’ve made a few mistakes along the way. In the attached article we asked four BMO Financial Group experts to share the most important lessons they’ve learned during their careers as investment professionals. The lessons learned, some which may be familiar to you, provide insight and best practices to consider when investing and managing your portfolio. | |
