Richter > Our experts > Mindy Mayman
Partner | B.A., Econ., Fin. PI., FMA, CIM

Mindy Mayman

Thorough, practical, ambitious.

As you create significant wealth, having independent, objective advisors to help you manage said wealth is crucial. Mindy assists her clients through the challenges inherent to wealthy families and helps them secure peace of mind for today, and comfort and clarity for the future.

Mindy joined Richter in 2006, as its unique family office business model was beginning to take shape as a completely independent entity. This division has since grown, and focuses on wealth management, philanthropy, insurance needs and family governance. Mindy advises clients on the design and implementation of plans to help them achieve their financial objectives, quantifying goals and then determining the most appropriate asset allocation and financial solutions. Acting with complete independence and objectivity, Mindy recommends the proven third-party managers to optimize her clients’ investment strategies.

A skilled financial advisor, Mindy is able to craft and deliver advice that is practical, understandable and relevant to the goals and objectives of ultra-high-net-worth families. Her insights and well-rounded expertise make her a trusted resource for many prominent business leaders and their families.

Fields of expertise

  • Family office
  • Wealth management
  • Relationship management
  • Asset allocation
  • Portfolio construction
  • Investment manager research
  • Alternative investments
  • Insurance

Academic background

  • Chartered Investment Manager (CIM), 2012
  • Financial Management Advisor (FMA), 2007
  • Financial planning certificate, Université Laval, 2001
  • Life and disability insurance licence, 1995
  • Canadian securities course, 1994
  • B.A., Concordia University, (With Distinction), 1994

Professional and social involvement

  • Jewish Community Foundation – Member of the Investment Committee, since 2018
  • Mount Sinai Hospital Foundation – Member of the Board of Trustees, 2014-2018
  • Hebrew Foundation School – Member of the Board of Trustees and Past-President, since 2010
  • Autorité des marchés financiers (AMF) – Portfolio manager, since 2012
  • Institut québécois de planification financière (IQPF)– Member, since 2001

Mindy’s expertise

Estate planning

To ensure the financial well-being of your family, will and estate planning is paramount.

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.

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.

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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