David LeblancClient Relationship and Development Manager | CFA, CAIA, Pl. Fin.
With his strong technical skillset, David Leblanc understands the inherent financial and behavioral complexities of high net worth individuals. Knowing that every family’s situation is unique and requires distinction, he ensures that portfolio construction is aligned solely based on the family’s objectives.
David joined Richter Family Office in 2015 where he completed his CFA charter and began the rigorous process of obtaining his CAIA title with its focus on alternative investments. In 2018, he completed the financial planner designation. David is continuously seeking to expand his knowledge, both academically and professionally to help meet his clients’ high expectations. Prior to joining RFO, David worked for a boutique portfolio management firm where he helped affluent families achieve their investment goals.
As a portfolio manager at Richter Family Office, David provides his clients with a comprehensive overview of the investment landscape to give customized insights into their own situations. He is able to recommend and execute solutions to client’s complex investment issues, interpret and understand clients’ goals with ease, and provides superior support to families by leveraging the team’s expertise and Richter’s many resources. His trusted, independent, and objective approach makes him a strategic resource to the families with whom he works.
*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
- Asset allocation
- Alternative investments
- Portfolio construction
- Implementation and ongoing oversight of investment portfolio
- Financial Planner (Pl.Fin.), Institut de la planification financière (IQPF), 2018
- CAIA Charterholder, 2016
- CFA Charterholder, 2016
- B.Com – Finance John Molson School of Business – Concordia University, 2012
Professional and Community Involvement
- Chapter Head, CAIA Montreal & Chapter Executive, CAIA Canada – since 2018
- Autorité des marchés financiers (AMF), Portfolio Manager – since 2017
- Junto Montréal, Board Member – since 2015
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.
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.
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.
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.