RESOURCEFUL, ATTENTIVE, TRUSTWORTHY.
Joanna is a trusted advisor to Canadian and American clients. Joanna started her career at Richter in the business advisory group. She brings a wealth of knowledge in the real estate sector having developed an expertise with private business and their owners’ interests. Joanna provides business families with a comprehensive overview of their financial matters and guides them through all the stages of their enterprise. Joanna also has experience leading due diligence initiatives, working on mergers and acquisitions, and business valuations for both litigation and financing purposes.
Joanna has managed a large portfolio of clients in various industries throughout Canada and the U.S. She has provided guidance to company owners and corporate leaders with compliance requirements as well as tax aspects of both their personal and investment companies. Equipped with multidisciplinary experience, she confidently supports the various and specific needs and goals of her clients. As a Vice President of our Family Office Platform, Joanna works with ultra-high-net-worth families and acts as their personal CFO, supporting them with all their financial needs. She helps mentor her junior team members and actively implicates herself in business development at Richter.
FIELDS OF EXPERTISE
- Strategic thinking and problem solving
- Cash management and banking
- Financial management of complex structures
- Personal CFO services
- Complex Investment accounting
- Real estate
- Complex tax transactions
- Estate planning and implementation
- Chartered Professional Accountant (CPA), 2012
- Graduate Diploma in Public Accountancy – CA John Molson School of Business, 2011
PROFESSIONAL AND COMMUNITY INVOLVEMENT
- CPE St. Andrews
- Member of the Board of Directors, Treasurer, Since 2019
- Auberge Shalom Pour Femmes
- Member of the Board of Directors, Treasurer, Since 2017
- Member of the Finance Committee, Chair, Since 2016
- Ordre des comptables professionnels agréés du Québec
- Member, Since 2011
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.