Vidhu Khosla, MBA, CFA, TEP
Senior Investment Counsellor & Portfolio Manager
I am a seasoned Portfolio Manager who is passionate about providing investment management, wealth plans and exceptional client service to affluent and ultra-high net worth families. My particular focus is trust and estate planning.
I moved to Canada and started working with BMO in 2007. Through the years, I have worked in financial analysis, banking, small business, tax and estate planning, and investment counsel and collaborate closely with colleagues in Commercial Banking and Corporate Finance, Business Succession and Advisory, and Cross-border Banking to deliver tailored solutions.
My educational credentials include a Master of Business Administration (MBA) in Finance and Financial Management Services and a Bachelor of Commerce in Accounting and Finance. I have earned the Chartered Financial Analyst (CFA®) designation and TEP designation and I belong to the Calgary CFA Society and STEP Canada.
A multilingual professional, I am fluent in Hindi, Punjabi and Urdu. Living and working in India gave me a global, holistic perspective and helped me to understand the cultural needs and nuances of entrepreneurial Indian and Chinese families.
Outside of work, I love spending time with my husband and two grown children, hiking and playing and watching sports such as tennis. I am an enthusiastic new member of the office slow-pitch team. My husband is a chef and one of my favourite pastimes is watching him cook as we entertain friends and family.
Eric Simard, BBA
Eric is a valuable contributor to my team. He is very meticulous, keeps consistent notes, reminds me of key follow-ups, and always brings intelligence and engagement to every task. Understanding our need to maintain absolute accuracy, Eric manages day-to-day transactions such as trading, account transfers and client fund requests; assists with account documentation and meeting preparation; analyzes client financial situations; and coordinates client meetings.
Eric has a talent for setting goals and developing effective solutions for complications that arise. He also helps me to identify trends in clients’ data that help us to better serve their needs. Our clients are welcome to contact Eric directly with queries, money transfer needs, account matters and scheduling requests. He will respond in an accurate, efficient and timely manner.
Prior to joining BMO, Eric worked with Intact Insurance as a Customer Service Representative for the Claims department. He graduated Cum Laude with a Bachelor of Business Administration in Financial Services from the Southern Alberta Institute of Technology. Eric has completed numerous courses with the Canadian Securities Institute and earned the Retirement Planning Certificate from the Canadian Institute of Financial Planning.
Eric enjoys spending his personal time in the outdoors, especially in the mountains. In winter he often snowboards in the Banff area and in summer he always tries to get out camping in BC. Eric also has a passion for travelling to experience new places, activities and cultures.