Karen SankhiClient Relationship Manager, Portfolio Manager | CFA
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.
*Richter Family Office is a registered trade name. The Richter Family Office group is comprised of Richter LLP and its subsidiary,
RFO Capital Inc., a registered portfolio manager. Richter LLP is an independent firm that provides family office, accounting, tax and business consulting services, with wealth, investment advisory, portfolio management and consolidated wealth reporting services provided via RFO Capital Inc.
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
Creating And Managing Your Wealth
Since inception, we have been driven by independence and objectivity. We are not beholden to one investment solution or limited by the number of investment opportunities available to us.
Preparing Your Next Generation – Financial Literacy Program
Richter’s Financial Literacy program is a customizable way to educate family members around key areas of family wealth and business management.
Giving Back To The Community – Philanthropy
Charitable giving is often an expression of your core values; it represents you and your legacy to the community. It can also be a family project that brings the next generation into the fold in a meaningful way.
Navigating Family Dynamics – Governance
With great wealth comes great responsibilities towards the community, family members and generations to follow. Developing clear governance systems ensures family harmony and, ultimately, intergenerational success.
Estate and Tax Planning to Protect your Legacy
Integrating your tax structuring is crucial for all ultra-high-net-worth families. This includes will planning, the use of trust, estate planning, and investment structure optimization — all of which maximizes tax efficiencies and minimizes the burden on you and the next generations.
Keeping Your Family Safe
Life insurance can be an investment for families to provide liquidity at death or for philanthropic objectives. We help you evaluate if life insurance can meet objectives.