Caring, humorous, confident.
‘Unique’ is a term often used in relation to Scott. Easygoing, personable, loyal and knowledgeable, he is a captivating public speaker and a driven professional.
With almost 20 years of experience in Canadian Tax, Scott specializes in estate planning, providing high net worth individuals and their family’s tailored services for their unique needs. He also consults on all aspects of corporate and personal tax planning and Canadian income tax compliance matters, including issues relating to trusts and partnerships.
Scott is well-versed in both the blockchain and crypto-currency spaces and takes pride in being able to adapt and learn about all things emerging tech. He loves the start-up space and helping entrepreneurs create opportunities, build relationships and form strategic partnerships.
A people person, Scott enjoys helping Richter team members be the best versions of themselves. He initiated the firm’s onboarding tax program for new employees and founded Richter Neo, an internal, incubator-style committee for identifying and implementing emerging tech to enhance both our customer and talent experiences.
Involved in his community, Scott is generous with his time and is always ready to lend his support where needed. He is happily married to his high school sweetheart, a proud father of two girls, a music enthusiast, and an avid New York Giants fan.
Fields of expertise
- Corporate reorganizations
- Estate planning
- Canadian income tax compliance: Corporations, Trusts, Partnerships and Individuals
- Lecturer, Ordre des comptables professionnels agréés du Québec, 2013
- Lecturer, Level I In-depth Tax Course, CPA Canada, 2011
- Leadership Diploma, McGill University, 2010
- Levels I-III In-depth Tax Course, Corporate Reorganization, CPA Canada, 2003-2008
- Chartered Professional Accountant (CPA, CA), 2001
- Graduate Diploma in Accountancy, Concordia University, 2000
- B. Com, Accounting and Finance, Concordia University, 1998
Professional and community involvement
- Canadian Tax Foundation (CTF) – Member of the organizing committee for the estate planning conference, since 2017
- CPA Canada – Part I In-depth Taxation course Instructional leader, 2012
- CPA Canada – Common Final Examination Evaluator, 2001-2003
- Ordre des comptables professionnels agréés du Québec – Course leader, Corporate Taxation
- CPA Canada – Member, since 2001
- Quoted in “A living trust can reduce family taxes, minimize disputes”, Canadian Family Offices, July 2021
- Quoted in “If you own a business, you need a trust, too”, Canadian Family Offices, June 2021
- Co-author. “Bequeathing Bitcoin: Three steps to ensuring cryptocurrencies are passed down properly”, Thomson Reuters’ Taxnet Pro, January 2021
- Moderator. “The Entrepreneurship Society Raising Capital Event” The Tech Society, November 2019.
- Moderator. “Israeli CG’s Investors Brunch.” Israeli Start-Up Productions, November 2019.
- Moderator. “Female Entrepreneurship Quick Pitch.” Consul General of Israel in Montreal & WMN, November 2019.
- Speaker. Estates & Trusts Practitioners’ Forum, November 2019
- Panelist. “Transition: Moving Capital.” BDC Capital, June 2019
- Guest Lecturer. “Financial Disruptors.“ JMSB – Fina 482 International Banking, March 2019
- Moderator. EO MTL with Epic Meal Time, October 2018
- Speaker. “Blockchain 101.“ TEC Emerging Enterprise CEO Group, August 2018
- Panelist. Hong Kong-Canada Business Association (HKCBA) Annual Conference, May 2018
- Panelist. “Blockchain | Cryptocurrency | Alternative Investing.” FFcon18, 2018 Fintech and Funding Conference, Toronto, March 2018.
- Speaker. “Cryptoboom.” Montreal International, Technical Seminar, February 2018.
- Speaker. “An introduction to the Crypto Space.” Canadian Bar Association, Technical Seminar, Montreal, January 2018.
- Speaker. “The New Trust Rules: More than just losing graduated rates”, Canadian Tax Foundation, Technical Seminar, February 2016.
Life is full of uncertainties. Taxes don’t have to be one of them. Inadequate tax planning or improper handling of tax issues can result in major financial consequences and restrict your company’s growth.
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.
Transition and Succession Planning
For business owners, the business itself is the ultimate investment. It’s often all in, and the way to retire happily ever after. But what if “ever after” comes before you’re happily prepared?
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.
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.