Karen Sankhi

CFA

Client Relationship Manager

Contact

Phone: 514.934.3568
Address: 1981 McGill College, 11th Floor
Montréal, QC H3A 0G6

Services:

Richter Family Office

Karen Sankhi approaches each client relationship knowing that every family’s situation is unique and requires a distinct approach. She prides herself on delivering the highest quality of service and on providing truly independent advice, with only her clients’ interests and well-being guiding her.

Karen has almost 15 years of experience managing investment portfolios and providing services to ultra-high net worth families. She began her career at a Canada-based investment advisor and moved to BNY Mellon Wealth Management in Toronto. She acts as the principal point of contact for her clients for all their needs relating to investments, as well as for coordinating with other professional advisors on legal and financial matters.

Karen draws upon her understanding of the complexities inherent to wealthy individuals to give her clients a 360-degree view of their situation and directs them in their objectives. Knowledgeable and responsive, she provides efficient, clear and comprehensive advice.

Fields of expertise

  • Asset Allocation
  • Alternative Investments
  • Portfolio construction
  • Implementation and ongoing oversight of investment portfolio

Professional and community involvement

  • CFA Society Montréal/Toronto CFA Society - Member, since 2008

Academic background

  • CFA Charterholder, 2008

  • Life License Qualification Program Certification, 2004

  • Conduct and Practices Handbook Course, 2003

  • B.Comm, McGill University, 2002

  • Canadian Securities Course, 2001