Our team,
part of your family

With her 15 years of assurance experience, Stephanie has developed particular expertise in the real estate and automobile sectors which she uses to the advantage of her entrepreneurial clients.

Morrie works closely with companies, their lenders and other stakeholders, in assessing the feasibility of strategic plans, ranging from turnaround scenarios to capital expenditure programs.

Utterly reliable and supportive, Fred has been managing complex mandates and working with international clients for years.

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. 

Ian Weinstein is an easy-going, team player that brings a creative and practical approach to his clients’ needs. Whether it’s a transaction advisory or valuation mandate, Ian’s vast skill-set offers a well-rounded perspective.

Raymond Massi is a progressive traditionalist with broad business knowledge. He blends his 40 plus years of experience with his grasp of today’s fast evolving business environment and relates easily to the multi-generational mix of individuals that currently operate within today’s business community.

Cheerful and lively, but calm under pressure when it counts, Josee Delli Colli is a quality professional whose expertise extends beyond service lines into emerging technology. Josee is a firm leader in this space and is driven to help Richter adapt to processes and platforms which will increase efficiency, productivity, and client service.

Shawn Travitsky is a professional known for his ability to provide impeccable service and results. Over 15 years of experience providing corporate restructuring and business advisory services to both private and public companies has made him one of the best in his field.

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.