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

Managing Your Wealth

Our Process


 
  • We spend time getting an in-depth understanding about what a wealthy life means to you – your priorities on family, work, lifestyle and money.
  • Then, with a passionate, experienced team of wealth management professionals, we create a customized, investment plan that can adapt to external conditions and personal transitions. 
  • Next, we create an asset allocation strategy, investment portfolio and Wealth Plan, tailored to your needs.
  • We will regularly monitor your portfolio and Wealth Plan and make adjustments as needed when changes occur in your life or the markets. This approach saves you time and worry – you know your financial affairs are in order and remain on track to reach your goals throughout your life.
  • Ongoing collaboration with a network of BMO specialists provides full-circle, integrated planning and solutions for multiple financial matters.
  • You will receive monthly statements and we will schedule regular meetings to report your progress against your benchmark goals and to discuss capital market events and request for proposal bids.