Carl WisemanClient Relationship Manager, Portfolio Manager | CFA
Solution-oriented, team player, honest
Carl Wiseman has a client-first mindset as he cares deeply about his clients’ interests and well-being. Dedicated to building long-term relationships based on trust, Carl is known as a trusted advisor who always acts in his clients’ best interests, with integrity, professionalism and a great sense of commitment. Carl takes pride in helping families achieve their aspirations.
Prior to joining Richter Family Office, Carl worked as co-Chief Investment Officer (co-CIO) for a Montreal-based multi-family office and spent over two decades as a Senior Investment Consultant providing high quality investment consulting services to large Canadian and multinational institutional clients (pension funds, endowment funds and foundations, and insurance companies).
As a Client Relationship Manager with Richter Family Office, Carl acts as the primary point of contact for all requests related to his clients’ personal financial matters. Carl designs, recommends, and implements investment strategies. He is responsible for monitoring and adjusting the investment portfolios, establishing sound financial planning, and coordinating with various internal and external professionals on a wide array of matters.
In addition to his relationship management role, Carl is actively involved in ongoing investment manager due diligence and manager selection to ensure that RFO clients continue to receive access to unique, best in class investment solutions.
*Richter Family Office is a registered trade name. The Richter Family Office group is comprised of Richter LLP and its subsidiary,
RFO Capital Inc., a registered portfolio manager. Richter LLP is an independent firm that provides family office, accounting, tax and business consulting services, with wealth, investment advisory, portfolio management and consolidated wealth reporting services provided via RFO Capital Inc.
Fields of expertise
- Design of investment strategy (asset allocation)
- Portfolio construction
- Implementation and ongoing oversight of investment strategy
- Manager due diligence (traditional and alternative investments strategies)
- Investment manager selection
- Canadian Securities Institute – Partners, Directors and Senior Officers Course, 2019
- CFA Charterholder, 2006
- B.Comm, Laval University,1996
Professional and community involvement
- Autorité des marchés financiers (AMF) – Portfolio Manager, since 2020
- Montreal CFA Society – Member, since 2006
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.