Andrea Lavergne
Portfolio manager, Client relationship and Development manager | CFA, MFA-P- Phone514.934.8678
- Emailalavergne@richter.ca
- SocialLinkedin
INSPIRED, DECISIVE, TENACIOUS.
Andrea’s ability to build strong relationships with clients and colleagues is a testament to her values of human connection, integrity, and reciprocity. She is an experienced portfolio manager and CFA with over 20 years of experience in the financial services industry. She has established herself as a respected and sought-after professional who is known for her collaborative approach to networking and her unwavering commitment to her clients’ best interests.
In her role as a portfolio manager, Andrea offers clients a holistic view of the investment ecosystem, which enables her to provide tailored insights that align with their unique financial situations. She is adept at interpreting clients’ goals and objectives with ease and simplifies the complexities of delivering successful financial legacies.
Leveraging her experience, the expertise of her team and the resources of Richter, Andrea provides support to families, ensuring that they receive the best possible advice and guidance. Her objective, independent and discretionary approach has earned her the trust of her clients, making her a valued resource for the families she works with.
FIELDS OF EXPERTISE
- Strategic & tactical asset allocation
- Portfolio analysis, construction & monitoring
- Investment manager due diligence & selection
- Alternative Investments
- Philanthropic planning
- Investment Analysis
ACADEMIC BACKGROUND
- Master Financial Advisor – Philanthropy (MFA-P), 2023
- Chartered Financial Analyst (CFA), 2000
- Bcomm, Finance, Concordia University
- Branch Compliance Officer’s Course (BCO), Canadian Securities Institute
- Canadian Securities Course, Canadian Securities Institute
- OACIQ – Organisme d’autoréglementation du courtage immobilier du Québec (OACIQ)
PROFESSIONAL AND COMMUNITY INVOLVEMENT
- Festival Stradivaria
- President of the Board of Directors, Since 2022
Andrea’s Expertise
Creating And Managing Your Wealth
Since inception, we have been driven by independence and objectivity. We are not beholden to one investment solution or limited by the number of investment opportunities available to us.
Estate and Tax Planning to Protect your Legacy
Integrating your tax structuring is crucial for all ultra-high-net-worth families. This includes will planning, the use of trust, estate planning, and investment structure optimization — all of which maximizes tax efficiencies and minimizes the burden on you and the next generations.
Giving Back To The Community – Philanthropy
Charitable giving is often an expression of your core values; it represents you and your legacy to the community. It can also be a family project that brings the next generation into the fold in a meaningful way.
Keeping Your Family Safe
Life insurance can be an investment for families to provide liquidity at death or for philanthropic objectives. We help you evaluate if life insurance can meet objectives.
Navigating Family Dynamics – Governance
With great wealth comes great responsibilities towards the community, family members and generations to follow. Developing clear governance systems ensures family harmony and, ultimately, intergenerational success.
Preparing Your Next Generation – Financial Literacy Program
Richter’s Financial Literacy program is a customizable way to educate family members around key areas of family wealth and business management.
Running your family office
The management and oversight of a family office requires a range of different skillsets similar to the support system of any business. At Richter, we offer a range of C-Suite level services supported by a solid infrastructure to handle operation, finance and reporting of your family office.
THE RICHTER APP: YOUR VIRTUAL FAMILY OFFICE
Your virtual family office allows you and your key advisors to see all the details of your financial affairs in one secure place, and can be updated in real time, from anywhere.