We’re with you every step of the way.BUSINESS ADVISORY & FAMILY OFFICE SERVICES
You’ve got a goal. We can help.There’s no situation we can’t tackle together.
My business is in distress. What's my next move?
Help! I’m managing through a crisis, what’s my first step?
If I pass away unexpectedly, what happens to my money and family?
What can I do to optimize my investments?
I want to sell my business. Where do I start?
How can I find growth opportunities for my business?
Preparing Future Generations for the Family Enterprise
Many business owners and families work hard to prepare their Family Enterprise for their next generation; but few prepare the next generation for the enterprise. That’s why we created Richter’s Financial Literacy Program.
COVID-19: Finding solutions together
In light of COVID-19, the federal and provincial governments announced a number of measures to help reduce the impact of the pandemic on the population and economy. To guide you, your family and your business through this crisis we have prepared a summary of these relief programs and new tax filing measures. We will see this crisis through to the end, together.
Bill 64 (Quebec)
An act to modernize Quebec’s privacy legislation to protect personal information.
2021 Federal budget highlights
We have carefully examined the 2021 federal budget that was tabled on Monday, April 19, 2021.
A holistic approachfocused on you
Whether for business or personal; with one challenge or our full suite of services, Richter’s approach is always strategic, insightful and all-encompassing. Guided by our values and rooted in trust, we’ve helped clients thrive for over 90 years.
Richter Family Office
We understand that the transfer of your wealth to future generations is about far more than just the dollars and cents. It’s about the transition of your legacy.
Meet our expertsMontreal, Toronto, Chicago: three cities, one team.
Athas KouvarasCAIA, CIM
David HoganCPA, CMA, MA (Economics)
Catherine WilsonCPA, M.S. Accountancy
Will XiangCPA, CA, CITP, CAMS
We’re proud to have received Top Employer accolades for over a decade. Our success is built on the talent and expertise of our people, and on the strong, trusting relationships we build with our clients.
The first word that comes to mind when working at Richter is ”family”. It is a unique place that has brought together talented and dedicated people for over 90 years. Discover the values that guide our day-to-day activities.
Food for thoughtWhat’s in the news & what you need to know.
Does your family need a Chief Investment Officer?.
Growing your wealth successfully and efficiently requires an objective and independent approach for selecting manager expertise. As markets fluctuate and react to a host of world events, evolving industries, and regulatory changes, determining the next best move, or whether to hold strong, can involve some complex decisions. That complexity becomes even more daunting when multiple investment strategies with different risk and return characteristics are involved. Fortunately, this […]Click to read more.
2021 FEDERAL BUDGET HIGHLIGHTS.
New Luxury Tax A luxury tax will apply on the purchase of new vehicles and aircraft with a cost of more than $100,000 and boats with a cost of more than $250,000 beginning January 1, 2022. The tax will be equal to the lesser of (a) 10% of the total cost or (b) 20% of […]Click to read more.
The Richter app: wealth management technology for your peace of mind.
Justine Delisle, Partner, tells us more about the Richter app and how it can help business owners and families manage their wealth in a consolidated, accessible and tailor-made environment. Can you tell us more about the Richter app – what is its purpose? Justine Delisle (JD): The Richter app was created as a tool to […]Click to read more.