Richter > Estate planning

Estate planning

As a business owner, you’re focused on the present – providing the best for your family, team members and community. But beyond the day-to-day, there’s an important question to consider: is your family prepared for when you are no longer there?

To ensure the financial well-being of your family, will and estate planning is paramount. For many business owners and high net worth individuals, financial decisions are often intimately linked with family concerns. Our estate planning professionals understand that even though it’s business, it’s personal.

The complexities of today’s business, investment and tax environment means that estate planning and administration requires expertise in accounting, taxation and legal matters. Our team of multidisciplinary professionals works with families, executors and liquidators, and their advisors in a seamless way. We provide holistic advice and services in both the pre- and post-mortem context, and assist executors and liquidators and beneficiaries in settling and administering estates, ensuring a successful estate transition.

Our collaborative approach and comprehensive services help ensure your wishes are defined clearly and carried out efficiently.

Will and estate planning

Effective will and estate planning involves much more than just writing down who gets what – especially when a business is involved. We work with you to review your current situation and determine if other considerations should factor into your plans, such as incapacity mandates, family trusts, or a pre-mortem reorganization of family assets and companies. We also offer pre-settlement services for more complex estates.

Estate settlement and administration

Administering an estate isn’t easy. Our professionals guide executors and liquidators through the often-complex decisions they must consider such as when faced with non-resident beneficiaries, assets located outside of the country or the wind-up of investment companies. These are just some of the scenarios we help families navigate. With our well-rounded team, we identify practical and tax-efficient solutions to meet each unique situation.

When it comes to your family and business after you’re gone, there’s many important questions to consider. We’re here to guide you and help ease the burden of providing for your family’s future.

Meet our experts

The people behind the expertise.

Danny Ritter

CPA, CA, CFA
Danny Ritter believes that the financial wellbeing of a family is less about which securities are owned but rather that the overall portfolio approach taken is thoughtful and relevant.

Mindy Mayman

B.A., Econ., Fin. PI., FMA, CIM
Mindy assists her clients through the challenges inherent to wealthy families and helps them secure peace of mind for today, and comfort and clarity for the future.

Tasso Lagios

CPA, CA
Tasso has been guiding high net worth entrepreneurs, business owners and their families to help them set out their goals to ensure long-term business and wealth succession.

Diane Tsonos

LL.B., TEP
With her knowledge, dedication, extraordinary professionalism and people skills, Diane is an integral part of Richter.

Earl Forman

CPA, CA
If you are looking for a methodical mind, Earl Forman is your man. He is famous for having all of his files lined up in perfect columns. . He has, undoubtedly, the neatest desk in our entire office. 

Jean-François Coutu

CPA, CA, LL.M.Fisc.
In Jean-François, you’ll find an attentive expert who’s able to explain complex questions clearly and cogently so that you can make informed decisions.

Michel Babeu

CPA, CA, M.Fisc.
With nearly 30 years of experience assisting local entrepreneurs, Michel has a wealth of knowledge in management and taxation.

Phil Nadler

CPA, CA
Phil has taught tax-related courses at McGill University, and has lectured at the Ordre des comptables professionnels agréés du Québec.

Scott Binns

CPA, CA
‘Unique’ is a term often used in relation to Scott. Easy going, personable, and knowledgeable, he is a captivating public speaker and a driven professional.
Meet more experts

A holistic approach

focused on you

Whether for business or personal; with one challenge or our full suite of services, Richter’s approach is always strategic, insightful and all-encompassing. Guided by our values and rooted in trust, we’ve helped clients thrive for over 90 years.