AUTHENTIC, FOCUSED, KNOWLEDGEABLE.
Known for his broad perspective shaped by his diverse global background across asset classes and transactions, Chris demonstrates his sophistication, adaptability, and cultural acumen in every situation. With his extensive knowledge and technical expertise yet approachable demeanor, he understands the value of fostering authentic relationships both in and out of the office. He is driven to exceed expectations and surpass the needs of his clients and colleagues, all that with laser-sharp focus and a warm personality.
Drawing on his 20 years of experience in the financial industry working across many asset classes and functions at sophisticated institutional investors and at one of Canada’s largest single family offices, Chris assists families and clients with their wealth management, ensuring that their financial goals are met securely and thoughtfully.
His expertise lies in crafting tailored, sophisticated strategies that optimize outcomes. He designs, recommends, and implements investment strategies, alongside portfolio construction, asset allocation, and monitoring across both public and private investments. Chris is actively involved in ongoing investment manager due diligence and manager selection to ensure that clients continue to receive access to unique and best in class investment solutions. Additionally, Chris coordinates with experts in insurance, estate planning, and taxation to provide his clients with comprehensive wealth management solutions.
Chris is a reliable and trusted advisor to his clients, committed to securing their financial futures while ensuring utmost personalized attention.
FIELDS OF EXPERTISE
- Asset Allocation & Portfolio Construction
- Global Public Markets & Fixed Income
- Alternative Investments
- Industry/Sector Analysis & Security Selection
- Executive Leadership Program, Rotman School of Management, University of Toronto, 2023
- Chartered Accountant (CA, CPA), 2006
- Chartered Financial Analyst (CFA), 2006
- Honours Business Administration, Richard Ivey School Of Business, University of Western Ontario, 2002
PROFESSIONAL AND COMMUNITY INVOLVEMENT
- University of Victoria Foundation, Board member Since 2020
- Toronto CFA Society, Member Since 2006
- Chartered Professional Accountants of Ontario, Member Since 2006
- Honours Standing (top 1%), Uniform Final Exam, Canadian Institute of Chartered Accountants, 2004
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.
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.
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.
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.
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.