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 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.
Julie BazinetCPA, CA, CBV
Olivier BenchayaCPA, CA, CIRP, LIT
Yves NadeauFCPA, FCA auditor, CRMA, CFE, CICA
Shawn TravitskyCPA, CA, CIRP, LIT
John CharalampopoulosCPA, CA
WHAT IT'S LIKE TOWORK 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.
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.
Avoiding double taxation when working remotely.
The COVID pandemic has put a serious strain on travel and visitations of loved ones living abroad. Many individuals who have been working remotely in 2020 and 2021 have relocated to be closer to family – some changing states, others even moving countries to be closer to loved ones. These individuals are now encountering a […]Click to read more.
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.