Business Advisory & Family Office Services

We are a Business | Family Office

At Richter we know from experience the value created at the intersection of business and family where complexity resides and legacies are built. We are uniquely positioned to address the needs of Canada’s most successful business owners and their families and help them chart a clear path to shape their legacy for the future.

Just Ask Us

Discover our Business | Family Office

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ABOUT US Discover the Richter Difference

Who is Richter?

We are an independent firm that private clients entrust with their most complex business and family matters. We work with business owners to achieve their long-term goals and objectives.

Services

Our INTEGRATED approach

At Richter, we know that successful entrepreneurs require an experienced and highly collaborative team of advisors by their side. We provide our clients with tailored solutions and guidance to help them make the best decisions for their businesses, themselves, and their families.

Through our unique two platform model, we have developed an integrated approach to help clients find success. Whether business, personal, or both, we are uniquely positioned to address all your needs. We will help you chart a clear path to reach your long-term goals and shape your legacy for the future.

Discover the Richter difference

We are a boutique value creation practice, delivering highly integrated and strategic advice on critical business matters.

Discover Our Business Advisory Group

We are an integrated in-house platform delivering independent strategic advice on families’ financial and personal objectives across generations

Discover Our Richter Family Office Group

The experts

Meet our team

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Loïc Julé

Heidi Lange

CHRP

Danny Ritter

CPA, CFA

Robert Chayer

M.S. Tax

David Leblanc

CFA, CAIA, Pl. Fin.

Shawn Rozansky

CPA auditor

Earl Forman

CPA

Nicolas Ravary-Cossette

CPA, D.E.S.S., FISC

Adam Caplan

CPA

Sheriza Perabtani

CPA

Corey Greenwald

CPA

Massimo Cecere

CPA, CIA

Lorne Richter

CPA

Paloma Navarrete-Rolls

CPA, CBV

Nancy Tavoukdjian

CPA, PI. Fin.

HARVEY SANDS

CPA, ICD

Ben Campagnale

CPA, CBV

Sarah Benammar

CPA, LL.M.

Kirk Qayoom

CFA, CIM

Victoria Macdonald

CPA

Giovanni Molinaro

CPA

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Stay in the know

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JOIN THE RICHTER TEAM Join Us

TALENT RISES TO THE TOP

We work with a high-end clientele with sophisticated and evolving needs which require diverse and innovative skill sets. As Canada’s largest independent business advisory and family office firm, we take pride in helping our team members craft their careers in the same fashion.