Daniel Tannenbaum
CPA, CA, CTPNo matter how complex a situation, Daniel always brings a rational and innovative approach, delivered with a balanced and confident demeanor.
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
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
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 protect my business against hackers?
We can’t guarantee you won’t suffer a cyber-attack—but we can guarantee that we’ll put all of our expertise into making sure you’re prepared for when one does hit.
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 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.
Morrie Rutman
CPAMorrie works closely with companies, their lenders and other stakeholders, in assessing the feasibility of strategic plans, ranging from turnaround scenarios to capital expenditure programs.
Bradley Zrihen
CPADedicated and committed to his client’s needs, detail oriented while able to maintain a clear view of the bigger picture, Bradley Zrihen has a flexible and creative approach to his work.
Michael Prinsky
CPA, CAA natural born leader, Michael Prinsky is dedicated to his clients and ensures each mandate is lead with expertise and diligence. Michael specializes in developing and assessing business plans, financial projections, cash flow forecasts, financial modeling and restructuring strategies.
Matthew Goldsmith
CPA AUDITOR, CA, CFEMatthew Goldsmith’s approach to work is action-oriented, responsive and attentive. He is absolutely committed to the success of his clients. Something of a human-Swiss Army Knife, he is extremely versatile and is able to demonstrate strong leadership and intimate knowledge of his mandates.
Marc Yedid
CPA, CAMarc is a quick thinker and a valued resource to his clients. Regardless of the complexity of the project or transaction, Marc is called upon for his insightful expertise and perspective, as well as his ability to analyze a situation from all sides.
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.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.The Estate Freeze: A Multi-faceted Solution for Business and Wealth Transfers.
Every business owner will eventually contemplate the transition of the family business and wealth to the next generation. A properly designed estate freeze can help an entrepreneur achieve various personal, business and tax objectives in their wealth transition planning. How does an estate freeze work? Typically, the business owner exchanges the common shares of their […]
Click to read more.