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
- 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