Rajan Bansi

Rajan Bansi has a strong background in the financial industry, with a focus on investment strategy and portfolio management. Rajan currently holds the role of VP, Investment Strategy and Portfolio Solutions, Head of Private Wealth at Mackenzie Investments since 2023. Prior to that, they gained significant experience at RBC InvestEase, where they held various roles such as Business Head, Ultimate Designated Person (UDP), Portfolio Manager and Co-Head, Head of Investments & Portfolio Manager. Rajan also worked as Head of Investments, Lead Portfolio Manager at RBC InvestEase from 2017 to 2018. Before their time at RBC InvestEase, Rajan worked at RBC Dominion Securities as the Head of Fixed Income Strategies from 2011 to 2017 and as a Portfolio Advisor from 2007 to 2011. Their early career includes roles at RBC Capital Markets as a Research Associate and at Fidelity Investments as a Fund Analyst.

Rajan Bansi's education history is as follows:

- In 2013, Rajan attended the Harvard Business School Executive Education's High Potentials Leadership Program - Executive Education.

- In 2017, Rajan pursued Executive Education at the Ivey Business School at Western University, specializing in Mastering FinTech.

- From 2001 to 2003, Rajan attended Pepperdine Graziadio Business School, although the degree and field of study are unspecified.

- Rajan also attended the University of Toronto - New College, but the duration of enrollment and the specific degree and field of study are unknown.

- In 2017, Rajan took part in an Executive Education program called Leading with Business Analytics at the Ivey Business School at Western University.

- In 2018, Rajan completed the ICD-Rotman NFP Program at the University of Toronto - Rotman School of Management, focusing on key accountabilities and responsibilities for NFP leaders.

In addition to academic qualifications, Rajan holds several certifications:

- In May 2022, Rajan became a Section4 Certified Platform Strategist.

- In December 2021, Rajan received the CFA Institute Certificate in ESG Investing and achieved the CFA Institute PL Program 15-Year Milestone.

- In July 2021, Rajan obtained the Section4 Certified Brand Strategist certification.

- In May 2021, Rajan became a Section4 Certified Product Strategist.

- In June 2014, Rajan completed the Canadian Board Diversity Council's Get On Board Level I program.

- In June 2013, Rajan earned the High Potentials Leadership Program - Executive Education certification from the Harvard Business School Executive Education.

- Since March 2005, Rajan has been a Chartered Financial Analyst™ (CFA) Charterholder.

It is worth noting that the field of study for the Pepperdine Graziadio Business School and University of Toronto - New College, as well as the degree name for these institutions, remain unknown.