Vidhu Khosla

Director and Senior Investment Counsellor

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

Address

BMO Private Wealth
525 8th Ave SW
9th Floor
Calgary, AB
T2P 3N9
Map

Contact Me

Our Partner

Our Partners

Lisa Kayaga, LL.B, LL.M, TEP 
Director, Will & Estate Planning

Lisa is part of the High Net Worth specialists team and she advises high net worth clients on their complex estate planning to help them understand the different strategies that they can use to preserve family relations and maximize their wealth. Having practiced law in Ontario and Alberta, clients benefit from her extensive experience with will, estates, trust and incapacity issues. Using her strong interpersonal skills, she is able to simplify complex estate matters for clients so that they have the confidence to instruct their trusted professionals to set up their estate plans.

Anadi Mehta, CPA, CA, TEP 
Director, Tax Planning

Anadi provides tax and estate planning expertise to high net worth families and business owners. Leveraging his extensive knowledge and experience on Business Succession and Transition Planning, Tax and Estate Planning and Wealth Preservation, his clients benefit from his “hands-on” approach to client service and effective tailor-made wealth and tax planning solutions that are comprehensive, practical and integrated. 

Deanna F. Nistor, CFP, FMA 
Director, Wealth Planning, BMO Wealth Planning

Deanna is a native Calgarian and has worked in Financial Services for 24 years. As a wealth planning specialist, Deanna works with relationship managers, investment counsellors, bankers, planners, and clients who are looking for expertise and guidance in managing their wealth. Deanna provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Deanna helps clients understand and simplify their wealth complexities to help them make better financial decisions.

Tanya McLean, CFP, PFP
Director, Wealth Planning, BMO Wealth Planning

As a wealth planning specialist, Tanya works with relationship managers, investment counsellors, bankers, planners, and clients who are looking for expertise and guidance in managing their wealth. Tanya provides comprehensive financial planning advice and customized solutions in areas such as cash flow, retirement planning, tax planning, risk management, and estate planning. Tanya helps clients understand and simplify their wealth complexities to help them make better financial decisions.

Nikki Holden, PFP
Vice President & Senior Private Banker, BMO Private Wealth

Nikki works with a small group of successful Canadian families to provide experienced oversight and exceptional service related to their everyday banking and wealth planning needs. With a strong lending background, Nikki offers expertise in delivering a customized range of deposit and lending structures aligned with her clients’ specific requirements. Nikki works together with a team of professional experts in investment management, trust and estate planning, and various financial planning specialties (tax, insurance, philanthropic, and succession planning). Together, we deliver a comprehensive plan that is unique to our clients’ circumstances and needs.

Tessa Moir
Private Banker, BMO Private Wealth

Tessa is a specialist in personal and commercial lending strategies for high net worth individuals and their families. She implements tactics that help with day to day banking needs as well as financing solutions to support your milestones.

Tessa will work closely with you to ensure that any strategies she proposes will complement your investment and retirement plans. She will identify your needs, assess your current situation, highlight gaps, prepare recommendations, implement solutions and monitor your borrowings regularly. If required, she will help coordinate participation from your other advisors, such as lawyers and accountants.

Sarah King, B.Comm (Fin), PFP 
Estate & Insurance Advisor, BMO Estate Insurance Advisory Services

Sarah graduated from the University of Calgary with a Bachelor of Commerce, with a focus on Finance and Risk Management. She joined the financial industry in 2006 and been helping with high net worth families achieve their goals ever since. She assists high net worth families with complex affairs, to preserve, grow and transition their wealth to future generations. 

Sarah has enjoyed a very successful and impressive career to date, being a leading professional consultant in the insurance industry for major financial services firms. With over 12 years of experience in the Wealth Management industry, Sarah believe in long term, trusting relationships and works closely with advisors and their clients to provide customized solutions and strategies to meet their assets, and growing their estate. She provides each advisor, and their clients, with professional customer service and efficient timelines. Sarah is able to provide advice on Life Insurance, Critical Illness, Disability and Long Term Care.