About

Rishabh Gandhi, CFA, MBA is an Investment Counsellor & Portfolio Manager based in Calgary. He works closely with high-net-worth families, professionals, business owners, and trusts to help them grow and manage wealth with confidence through customized investment strategies aligned with their goals and priorities.

Rish takes a goals-based approach to investing, combining a strong understanding of capital markets with thoughtful, long-term planning. He believes that wealth advice should extend beyond investment management alone, which is why he coordinates with specialists across tax planning, private banking, trust and estate planning, insurance, philanthropy, and business succession to provide a more complete and connected client experience.

Rish brings over 15 years of global wealth and portfolio management experience. Over the course of his career, he has held wealth and advisory roles with BMO, CIBC Imperial Service, Royal Bank of Scotland, and Tata Asset Management, giving him a broad perspective on client needs, portfolio strategy, and long-term wealth decisions.

He has called Calgary home since 2014, when he moved to the city to complete his MBA in Finance at the Haskayne School of Business. He also holds the Chartered Financial Analyst (CFA) designation and continues to build his practice around integrity, discipline, and fiduciary responsibility.

Christelle Viola is a Portfolio Assistant with BMO Private Investment Counsel Inc., where she works closely with Investment Counsellor Rishabh Gandhi to provide tailored, client-centered portfolio management support. She is passionate about delivering a high standard of service and contributing to a personalized client experience.

Christelle joined BMO Private Wealth in 2025 following a career of more than a decade in healthcare. She brings a distinctive perspective to her role, drawing on her experience to build meaningful relationships and help clients feel confident and supported in their financial futures.

Christelle holds a Bachelor of Business Administration in Finance and General Management from Mount Royal University and is currently pursuing the Chartered Financial Analyst (CFA®) designation.

Outside of work, Christelle enjoys spending time with her family and friends, walking trails with her dog, travelling and experiencing different cultures, and an occasional well-earned trip to the Kananaskis Nordic Spa.