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    Raj Bansal


    255 Queens Avenue
    Suite 2560
    London, ON N6A 5R8



    My Background

    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.

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    BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

    ®Registered trademark of Bank of Montreal, used under license.

    Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.