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Client Relationship Manager, Advising Representative | CFA, CIM

Kirk Qayoom

Kirk Qayoom

Kirk Qayoom uses a flexible and independent approach to meet the needs of the clients with whom he works. As a reliable and caring professional, Kirk is dedicated to building long-term relationships based on trust.

Kirk has over 10 years of experience providing private investment services to high net worth and ultra-high net worth families. Having started his career at a boutique investment and financial planning firm, Kirk is well-versed in asset allocation, financial planning, and asset management. He offers successful entrepreneurs access to unique niche investment opportunities and uses his technical expertise to provide a comprehensive overview of the investment landscape.

Kirk acts as the primary point of contact for all requests related to his clients’ personal financial matters. He is responsible for building and adjusting the investment portfolios, establishing sound financial planning and coordinating with various internal and external professionals on a wide array of matters.

Fields of expertise

  • Asset Allocation
  • Alternative Investments
  • Portfolio construction
  • Implementation and ongoing oversight
    of investment portfolio

Academic Background

  • CFA Charterholder, 2015
  • Canadian Investment Manager (CIM), Canadian Securities Institute, 2009
  • Honours B.A., University of Toronto, 2006

Professional and Community Involvement

  • Autorité des marchés financiers (AMF) – Portfolio Manager, since 2017
  • CFA Society Montréal – Member, since 2011

Kirk’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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