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?When it comes to a business in distress, as tempting as it may be to ignore, the problem won’t fix itself.business
Help! I’m managing through a crisis, what’s my first step?Managing a crisis may not a be skill set many companies are comfortable with, nor understand how to implement – we are here to help.business
If I pass away unexpectedly, what happens to my money and family?Mortality is the most emotional of topics, but as a business owner, it’s also one of the most crucial ones to address.personal
What can I do to optimize my investments?It may not be obvious, but investment decisions can come with a lot of emotional considerations, so trust and understanding are always the foundations from which we work.personal
I want to sell my business. Where do I start?Selling a business isn’t an overnight process, in some cases, it can actually take years to implement fully.business
How can I find growth opportunities for my business?When you’re ready to grow your business, one of the most valuable assets you can have is an objective and experienced partner who has your best interests at heart.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 approach focused 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.
Greg MooreCFA, FEA
Adam ShermanMBA, CIRP, LIT
Vimal KotechaMBA, CPA, CA, CBV, CFF
David GreenhamCISSP, CCSP, CISM, CISA, QSA, SABSA SCF, ISO 27001 Lead Auditor
Sudharshan SathiyamoorthyPh.D., MBA
WHAT IT'S LIKE TO WORK HERE
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.
Life at Richter
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.
Credit Card Rewards: A Grey Zone of United States Taxation?.
Have you ever used your credit card for the reward points? Most know that making purchases with credit cards allows the buyer to accumulate “points” which can be redeemed to acquire other property or services. Win-win, right? However… the tax consequences and impact of these credit card rewards are not as well-known, which leads to […]Click to read more.
2021 Ontario Tax Rate Cards.
The 2021 Ontario Tax Rate Card is now available! Download the full copy (available in English only) : Ontario – Tax Rate CardClick to read more.
2021 Quebec Tax Rate Card.
The 2021 Quebec Tax Rate Card is now available! Download the full copy: Quebec – Tax Rate CardClick to read more.