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.

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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

Richter - Business / Family

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

View all

Corey Greenwald

CPA

Julie Bazinet

CPA, CBV

Yuan Zhang

CPA

Earl Forman

CPA

Jean-François Coutu

CPA, LL.M.Fisc.

Danny Ritter

CPA, CFA

Phil Nadler

CPA

Baldeep Dhillon

CPA

David J. Stein

CPA, CBV

Andrew Michelin

CPA, CBV, CFF

Nicolas Ravary-Cossette

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

Alain Pérusse

D.E.S.S. Fisc.

Adam Caplan

CPA

John Charalampopoulos

CPA

Mitchell Stein

CPA

Shawn Travitsky

CPA, CIRP, LIT

Giovanni Di Maria

CPA auditor

Sarah Benammar

CPA, LL.M.

Scott Binns

CPA

Paloma Navarrete-Rolls

CPA, CBV

Mindy Mayman

B.A., Econ., Fin. PI., FMA, CIM

Victoria Macdonald

CPA

Stéphane Marcassa

LL. B., D.E.S.S. Fisc.

Vanessa Velentzas

CPA auditor

Loïc Julé

David Leblanc

CFA, CAIA, Pl. Fin.
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Shahaf Ozgaon

CPA

Massimo Cecere

CPA, CIA

Greg Eamer

Katherine Borsellino

LL.B., J.D., LL. M. Fisc., TEP

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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.
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