Richter > Our experts > Greg Moore
Vice President | CFA, FEA

Greg Moore

Personable, creative, enthusiastic.

Accomplished, driven, yet known for his kindness, Greg has big ideas that match the scope of his ambition. A great people connector he loves to build durable, effective business relationships. His enthusiastic nature means that he is ready to jump whole-heartedly into every project he takes on.

Greg is a seasoned wealth management professional with almost 30 years’ experience in global financial markets, working with individuals, institutions, and family offices. Greg brings a unique, holistic approach to wealth management and works with professionals in a segment of the market that sees value in working alongside an independent, trusted advisor as part of their overarching wealth management solution.

As a Family Enterprise Advisor (FEA), Greg works with families to help them navigate the complexities of wealth and legacy transmission. Bringing together both a technical skill set, as well as a deep understanding of relational family and enterprise strategy issues, he strives to help families address complex problems through open communication and trust.

In addition to his business development and relationship management roles, Greg is actively involved in ongoing investment manager due diligence and manager selection to ensure that RFO clients continue to receive access to unique, best in class investment solutions. Bringing a thoughtful approach to asset allocation and portfolio construction, Greg works closely with families to help them bridge the gap between a complex investment landscape and their own unique investment goals.

Fields of Expertise

  • Investment strategy: development and execution
  • Market analysis and commentary

Academic background

  • Family Enterprise Advisor, 2019
  • CFA Charterholder, 2001
  • BA, English Literature, McGill, 1989

Professional and community involvement

  • Atlantic Salmon Federation – Toronto Advisory Board, since 2017
  • Canada’s Great Kitchen Party – Toronto Advisory Board, since 2010

Public recognition

  • Quoted in an article by Marjo Johne. “ETFs keep up the pace, with much room to grow in 2020”. The Globe and Mail. November 2019.
  • Quoted. “How a family office can ensure generations of success”. Report on business. October 2019.

Greg’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.

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.

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.

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.

Keeping your Family Safe

Keeping your family safe is always a priority. From insurance advisory to cyber-risk intelligence, we can help keep you and yours safe and secure.

Financial Literacy E-Learning 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.
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