Kirk Qayoom uses a flexible and independent approach to meet the needs of the clients with whom he works. As a reliable and caring professional, Kirk is dedicated to building long-term relationships based on trust.
Kirk has over 10 years of experience providing private investment services to high net worth and ultra-high net worth families. Having started his career at a boutique investment and financial planning firm, Kirk is well-versed in asset allocation, financial planning, and asset management. He offers successful entrepreneurs access to unique niche investment opportunities and uses his technical expertise to provide a comprehensive overview of the investment landscape.
Kirk acts as the primary point of contact for all requests related to his clients’ personal financial matters. He is responsible for building and adjusting the investment portfolios, establishing sound financial planning and coordinating with various internal and external professionals on a wide array of matters.
*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
- CFA Charterholder, 2015
- Canadian Investment Manager (CIM), Canadian Securities Institute, 2009
- Honours B.A., University of Toronto, 2006
Professional and Community Involvement
- Autorité des marchés financiers (AMF) – Portfolio Manager, since 2017
- CFA Society Montréal – 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.
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.