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Richter > Am I paying the right amount of tax? It seems like a lot.

Am I paying the right amount of tax? It seems like a lot.

Quote of the day

" The tax environment surrounding your world is constantly in flux. New governments, new laws and new life events all create financial pressure on your family and your business. You and your professionals should be in touch regularly to stay one step ahead of the numerous tax opportunities that may be available to reduce your tax burden. "

Mitchell Stein CPA, CA
Partner

Your goal

I have an investment strategy but I feel like my financial advisor does not give me the full picture. Sure, the returns are reasonable, but after having paid all the taxes, the rate of return is not as impressive. Is there something I’m missing here?

How we can help

There are loads of considerations beyond the investment merits of a strategy, and Richter Family Office helps you navigate through them. We never put an option in front of our clients until we’ve run it through our comprehensive due diligence process. We evaluate it from an after-tax perspective and ensure it fits within your risk appetite, and that it aligns with your long-term strategy. We always present the full story.

Where and how you invest your money is one thing, but how those investments are structured, whether held personally or corporately will also have an impact on how much tax you pay. Richter shows you the way, helping you take advantage of investment strategies designed to generate the greatest possible after-tax return.

Meet our experts

The people behind the expertise.

David Hogan

CPA, CMA, MA (Economics)

David Hogan is focused on pushing his practice to new heights and goes all out to empower his team members to build on their skills.

Mindy Mayman

B.A., Econ., Fin. PI., FMA, CIM

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.

Tasso Lagios

Tasso has been guiding high net worth entrepreneurs, business owners and their families to help them set out their goals to ensure long-term business and wealth succession.

Lyne Gaulin

CPA, CA, CPA (Illinois), LL. B.

Lyne works closely with clients to provide tax advice that meet their particular objectives.

Carey Singer

With over 20 years’ experience, Carey Singer is one of our most in-demand tax consultants.

Danny Ritter

Danny Ritter believes that the financial wellbeing of a family is less about which securities are owned but rather that the overall portfolio approach taken is thoughtful and relevant.

Lorne Richter

Lorne enjoys a close relationship with his clients and is never satisfied with the conventional wisdom approach to tax matters. He develops innovative, custom-made solutions.

Alain Pérusse

For all questions regarding tax issues, acquisition structuring and sales transactions, or to find advice and solutions for process improvement, Alain is a seasoned expert and the perfect choice.

Vincent De Angelis

Vincent helps his clients through it all, and in the process, makes them feel right at home.

Diane Tsonos

With her knowledge, dedication, extraordinary professionalism and people skills, Diane is an integral part of Richter.

Michel Babeu

CPA, CA, M.Fisc.

With nearly 30 years of experience assisting local entrepreneurs, Michel has a wealth of knowledge in management and taxation.

Jean-François Coutu

CPA, CA, LL.M.Fisc.

In Jean-François, you’ll find an attentive expert who’s able to explain complex questions clearly and cogently so that you can make informed decisions.

Scott Binns

‘Unique’ is a term often used in relation to Scott. Easy going, personable, and knowledgeable, he is a captivating public speaker and a driven professional.

Phil Nadler

Phil has taught tax-related courses at McGill University, and has lectured at the Ordre des comptables professionnels agréés du Québec.

Jerry Wise

Jerry Wise has the expertise privately-held entities repeatedly turn to as they grow their businesses in Canada and abroad.

Earl Forman

If you are looking for a methodical mind, Earl Forman is your man. He is famous for having all of his files lined up in perfect columns. . He has, undoubtedly, the neatest desk in our entire office.

Mitchell Stein

Known by his clients and colleagues to be meticulous, hardworking, reliable and a deliverer of high-quality results, Mitch prides himself on his ability to identify tailor-made solutions to meet the needs of his entrepreneurial clients.

Meet more experts

TAILOR-MADE SOLUTIONS

Let's get you where you need to go

Tax

Life is full of uncertainties. Taxes aren’t one of them. Inadequate tax planning or improper handling of tax issues can result in major financial consequences and restrict your company’s growth.

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.

Wealth Management

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

Investment strategy

Independent and objective advice helps you make informed and sound decisions for the long term. Richter Family Office continuously seeks out unique and differentiated strategies from across the globe.

Tax and estate planning

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

Family Account Management

In addition to working as your family’s Chief Investment Officer, Richter’s Family Account Management (FAM) team takes care of the operational responsibilities that can take up your valuable time.

See all our solutions