Profile
Mr. Bansal is a Chartered Financial Analyst, a Certified Financial Planner and named a Fellow of the Canadian Securities Institute.
Prior to joining Cumberland, Mr. Bansal managed private client portfolios for Scotia Cassels Investment Counsel.
Former positions of Raj Bansal
Companies | Position | End |
---|---|---|
Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Portfolio Manager-Equities | 31/03/2008 |
Training of Raj Bansal
Lake Superior State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Cumberland Private Wealth Management, Inc.
Cumberland Private Wealth Management, Inc. Investment ManagersFinance Cumberland Private Wealth Management, Inc. (CPWM) is a Canadian wealth management firm headquartered in Toronto, Ontario. The firm was founded in 1997 and is a wholly-owned subsidiary of Cumberland Partners Ltd. CPWM provides discretionary investment management services for families, individuals and foundations. | Finance |
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