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Partner | CPA, CA, Pl. Fin.

Justine Delisle

Justine Delisle

Strategic, empathetic, creative.

Justine Delisle has a work style based on excellence, empathy and experience. She enjoys teaming up with people with different fields of expertise for collaborations that provide unique, lasting results. She describes herself as having a holistic perspective on situations and challenges, one that helps her provide highly personalized solutions for her clients.

A member of Richter’s team since 2010, Justine began her career in the Assurance department, specializing in real estate, non-profit organizations and philanthropy. Since 2016, she has held the position of Division Manager of the Financial Account Management (FAM) division, having overseen its conception, design and implementation. As Partner, she now leads a team of dedicated specialists with a unique expertise in assisting high net worth families in their financial matters.

Acting as the Personal CFO for high net worth families, her focus is on the integration and optimization of financial matters such as tax, accounting, wealth management, financial management and strategy, estate and Next Gen planning, philanthropy and governance.

Together with her team, she offers a suite of family office services to support her clients in developing their financial, social and philanthropic legacy, and collaborates with other family advisors to exceed clients’ objectives when building their financial and philanthropic strategies. Her attentive and empathetic nature and her proactive approach make her a trusted advisor for her clients.

Fields of expertise

  • Strategy
  • Family and personal financial planning
  • Estate planning
  • Next generation planning and implementation
  • Philanthropy and governance
  • Investments structure and accounting
  • Financial management of complex structures
  • Cash management and banking
  • Family fiduciary mandate

Academic background

  • Institut de la planification financière (IQPF) designation, 2018
  • Chartered Professional Accountant (CPA, CA), 2012
  • Graduate Diploma in Public Accountancy, HEC Montréal, 2010
  • B.B.A., HEC Montréal, 2009

Professional and community involvement

  • Nexus REIT Board of Trustees – Member. Since October 2021.
  • The On the Tip of the Toes Foundation – President, since July 2021
  • Peace Network for Social Harmony – Member and representative for Richter
  • Society of Trust and Estate Practitioner (STEP) – Member
  • Interviewed by François Normand. “Ces PME qui ne font pas leur âge”, Les Affaires. October 2020.

Justine’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.

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.

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.

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.

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.

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.
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