Joe Lo Dico
CPA, CA, CBVAside from Joe’s impressive transaction and advisory experience, he manifests real loyalty for, and faith in the Richter ethos.
We’re with you every step of the way.
BUSINESS ADVISORY & FAMILY OFFICE SERVICESYou’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 Quebec budget highlights
We have carefully examined the 2021 Quebec provincial budget that was tabled on Thursday, March 25, 2021.
A holistic approach
focused on youWhether 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 experts
Montreal, Toronto, Chicago: three cities, one team.
Ian Weinstein
CPA, CA, CBVIan Weinstein is an easy-going, team player that brings a creative and practical approach to his clients’ needs. Whether it’s a transaction advisory or valuation mandate, Ian’s vast skill-set offers a well-rounded perspective.
Justine Delisle
CPA, CA, Pl. Fin.Justine Delisle has a work style based on excellence, empathy and experience. She enjoys teaming up with people with different fields of expertise for collaborations that provide unique, lasting results. She describes herself as having a holistic perspective on situations and challenges, one that helps her provide personalized solutions for her clients.
Mindy Mayman
B.A., Econ., Fin. PI., FMA, CIMMindy assists her clients through the challenges inherent to wealthy families and helps them secure peace of mind for today, and comfort and clarity for the future.
Patrick Ifergan
CPA, CA, CFA, CIRP, LITKnown for his analytical mind and excellent business sense, Patrick stands out for his ability to effectively plan, manage and execute his mandates in a range of sectors, often under difficult circumstances.
Harvey Sands
CPA, CA, ICDHarvey Sands is a senior client consultant and the Practice Leader for Richter’s Indigenous Advisory services.
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 RichterThe 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 thought
What’s in the news & what you need to know.At the heart of your family’s financial matters: your personal CFO.
As well as being time consuming, financial affairs come with unique challenges. Having to manage multiple bank accounts and portfolios, mastering legal structures and complicated compliance requirements and ensuring a legacy – to name a few – can become a heavy burden to carry alone. Does it seem overwhelming? We understand that the responsibilities placed […]
Click to read more.2021 QUEBEC BUDGET HIGHLIGHTS.
Personal Increase in the combined Federal and Quebec tax rate on ineligible dividends for a Quebec taxpayer from 48.02% to 48.7% in 2022. Increase in both credits and eligible expenses for home-support services for seniors commencing in 2022. Corporate Starting March 26, 2021, the Quebec tax rate on income eligible for the small business deduction […]
Click to read more.Cannabis Industry 2020 Year-In-Review.
INTRODUCTION Cannabis stocks experienced another roller-coaster year in 2020, commencing with a steady decline into February, a sharp decline after the onset of COVID-19 in March, and then amerger recovery aligned with the broader market in the latter half of the year. The industry benefitted overall from cannabis being deemed an “essential good” in most […]
Click to read more.