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Client Relationship Associate, Advising Representative | CFA, CAIA, Pl. Fin.

David Leblanc

David Leblanc

With his strong technical skillset, David Leblanc understands the inherent financial and behavioral complexities of high net worth individuals. Knowing that every family’s situation is unique and requires distinction, he ensures that portfolio construction is aligned solely based on the family’s objectives.

David joined Richter Family Office in 2015 where he completed his CFA charter and began the rigorous process of obtaining his CAIA title with its focus on alternative investments. In 2018, he completed the financial planner designation. David is continuously seeking to expand his knowledge, both academically and professionally to help meet his clients’ high expectations. Prior to joining RFO, David worked for a boutique portfolio management firm where he helped affluent families achieve their investment goals.

As a portfolio manager at Richter Family Office, David provides his clients with a comprehensive overview of the investment landscape to give customized insights into their own situations. He is able to recommend and execute solutions to client’s complex investment issues, interpret and understand clients’ goals with ease, and provides superior support to families by leveraging the team’s expertise and Richter’s many resources. His trusted, independent, and objective approach makes him a strategic resource to the families with whom he works.

Fields of expertise

  • Asset allocation
  • Alternative investments
  • Portfolio construction
  • Implementation and ongoing oversight of investment portfolio

Academic Background

  • Financial Planner (Pl.Fin.), Institut de la planification financière (IQPF), 2018
  • CAIA Charterholder, 2016
  • CFA Charterholder, 2016
  • B.Com – Finance John Molson School of Business – Concordia University, 2012

Professional and Community Involvement

  • Chapter Head, CAIA Montreal & Chapter Executive, CAIA Canada – since 2018
  • Autorité des marchés financiers (AMF), Portfolio Manager – since 2017
  • Junto Montréal, Board Member – since 2015

David’s expertise

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.

Managing your Wealth

Acting as your family’s Chief Investment Officer, our registered professionals provide fully independent wealth management advisory services to guide you in managing and stewarding your family’s financial assets.

Quarterbacking Complex Technical Issues

For our families, investment management is just one important issue: estate and tax planning in many cases is a more significant piece of a multi-generational framework.

Financial Literacy Program

Many business owners and families of significant means work hard to prepare their businesses for their next generation. A crucial aspect of that process, often overlooked, focuses on preparing the next generation for the business.

Giving Back: Philanthropy

Charitable giving is often an expression of your family’s core values; it represents who you are and what you aspire your legacy to be. In order to maximize the impact of your philanthropy, you must ensure that your giving is effective and that your gifts are used in a way that reflects your intent.

The Family Dynamics

Family enterprises are complex systems, whether they operate in the context of an operating family business or as stakeholders in a large passive investment corporation.

Family Account Management

High net worth families face specific complexities: multiple types of investments, sophisticated legal structures, complicated compliance requirements, as well as unique challenges relating to cash management.
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