Why not visiting?
Client Relationship Manager, Advising Representative | CFA

Karen Sankhi

Karen Sankhi

Karen Sankhi approaches each client relationship knowing that every family’s situation is unique and requires a distinct approach. As a caring professional, 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 investment-related needs, 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, responsive and kind, she provides efficient, clear and comprehensive advice.

Fields of expertise

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

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

Professional and Community Involvement

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

Karen’s expertise

Richter Family Office

We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.

Managing your Wealth

Acting as your family’s Chief Investment Officer, our registered professionals provide fully independent wealth management advisory services to guide you in managing and stewarding your family’s financial assets.

Quarterbacking Complex Technical Issues

For our families, investment management is just one important issue: estate and tax planning in many cases is a more significant piece of a multi-generational framework.

Financial Literacy Program

Many business owners and families of significant means work hard to prepare their businesses for their next generation. A crucial aspect of that process, often overlooked, focuses on preparing the next generation for the business.

Giving Back: Philanthropy

Charitable giving is often an expression of your family’s core values; it represents who you are and what you aspire your legacy to be. In order to maximize the impact of your philanthropy, you must ensure that your giving is effective and that your gifts are used in a way that reflects your intent.

The Family Dynamics

Family enterprises are complex systems, whether they operate in the context of an operating family business or as stakeholders in a large passive investment corporation.

Family Account Management

High net worth families face specific complexities: multiple types of investments, sophisticated legal structures, complicated compliance requirements, as well as unique challenges relating to cash management.
Explore more solutions