Vidhu Khosla

Senior Investment Counsellor & Portfolio Manager

Tel: 403-503-5913
Tel: 403-702-3143


BMO Private Wealth
525 8th Ave SW
9th Floor
Calgary, AB
T2P 1G1

Contact Me

Managing Your Wealth

The Advantages of Discretionary Investment Management

As a discretionary advisory team, we have a fiduciary responsibility to act in your best interests at all times. We are qualified to bring you several advantages:
  • We take the responsibility for daily investment decisions off your shoulders based on your risk tolerance and objectives.
  • We create a customized Investment Policy Statement (IPS) to define your objectives, risk tolerance and financial situation.
  • Your investments are managed in a highly regulated, objective manner.
  • You pay one transparent, convenient, asset-based fee that lets us focus on your portfolio’s success without worrying about the cost of trades.