SK Associates was formed with one goal in mind:
To be your true partner in helping you and your family reach your wealth priorities.

 

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Vidhu Khosla and Daniel Sumner bring decades of combined experience and the strength of BMO to deliver tailored solutions for every stage of life.

SK Associates is part of BMO Private Investment Counsel Inc., one of Canada’s oldest and largest investment counselling firms, managing over $50 billion in assets. We specialize in delivering discretionary investment management and personalized advice for retirees, professionals, business owners, executives, their families, as well as First Nations and institutional clients.

Meet The Team

What We Do:

We offer wealth management services dedicated to helping affluent families with all aspects of their wealth needs – from complex banking and borrowing, investing, wealth planning, to giving and trust services:

 

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Investment Management

If your goal is to grow and/or preserve your wealth, we can suggest an investment strategy that's right for you.

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Wealth Planning

A wealth plan helps you understand where you are and where you want to be. We create a plan to help get you there.

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Tax Planning

Tax minimization is a key strategy to manage your wealth. A BMO Private Wealth professional will work with your current tax team to help you effectively manage your assets.

 

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Cross-Border Banking

If you spend a significant amount of time in the U.S., we can help you manage your financial needs on both sides of the border.

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Trust & Estate Planning

BMO Private Wealth professionals will work with you to create a comprehensive estate plan that aligns with your values.

Ready to take control of your finances?

Let's connect. Book a consultation with us today.

 

Contact Us

Named Best Private Bank in Canada for 15 years in a row