Richter > Our experts > Danny Ritter
Partner | CPA, CA, CFA

Danny Ritter

Discreet, diligent, intellectually curious.

Danny Ritter believes that the financial wellbeing of a family is less about which securities are owned but rather that the overall portfolio approach taken is thoughtful and relevant. A thoughtful approach means ensuring the various existing family assets come together to provide a truly unique return stream. A relevant approach means ensuring that the resulting portfolio ultimately meets the investment needs and objectives of the family.

Danny was the pioneer in building a truly independent multi-family office that offers an integrated holistic approach to portfolio construction. Since the founding of Richter Family Office in 2001, Danny has been a trusted, reliable confidante and advisor to families he works with and for whom he cares deeply. Through his methodical discovery process using various tools, Danny helps families build a framework around portfolio construction that can serve as a roadmap for future reference for the family and their heirs.

Danny takes on the role of family fiduciary as a fundamental priority. He ensures his clients’ interests are always at the forefront, and that the vetting of traditional and alternative investment solutions is done with intense rigour, while keeping after-tax returns in mind.

Fields of expertise

  • Investment manager selection
  • Asset allocation
  • Portfolio construction
  • Investor psychology
  • Integration of income and estate tax considerations
  • Extensive exposure and understanding of alternative investment strategies
  • Negotiated access and fees to traditional and niche investment opportunities
  • Investment
  • Family Office

Academic background

  • CFA Charterholder, 2002
  • Canadian Securities Course, (Honours, Award of Excellence for Exceptional Academic Achievement), 1999
  • Chartered Professional Accountant (CPA, CA), 1996
  • Graduate Diploma in Financial Accounting, McGill University, 1995
  • B.Com, McGill University (Great Distinction, Dean’s Honour List), 1993

Professional and community involvement

  • Save a Child’s Heart Canada, Board Member since 2015
  • Richter LLP, Board Member since 2010
  • McGill University Endowment, Investment Committee Member from 2008 to 2017.
  • PME Fund, Funding Committee Member since 2008
  • Jewish Community Foundation of Montreal (JCF), Treasurer, Executive Board Member and Investment Committee Member since 2006
  • Member of CFA Institute
  • Portfolio Manager in Ontario, Alberta and Quebec since 2001