Richter
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. A thoughtful approach means ensuring the various existing family assets come together to provide a truly unique return stream. A relevant approach means ensuring that the resulting portfolio ultimately meets the investment needs and objectives of the family.
Danny was the pioneer in building a truly independent multi-family office that has since grown to be one of Canada’s oldest and largest multi-family offices. Danny offers an integrated holistic approach to portfolio construction. Since the founding of Richter Family Office in 2001, Danny has been a trusted, reliable confidante and advisor to families he works with and for whom he cares deeply. Through his methodical discovery process using various tools, Danny helps families build a framework around portfolio construction that can serve as a roadmap for future reference for the family and their heirs.
Danny takes on the role of family fiduciary as a fundamental priority. He ensures his clients’ interests are always at the forefront, and that the vetting of traditional and alternative investment solutions is done with intense rigour, while keeping after-tax returns in mind.
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Richter
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Richter is a professional strategic accounting, business consulting and financial advisory firm with full-service offices in Montreal and Toronto. The firm has consistently been named as one of Montreals Top Employers and Canadas Top Employers for Young People for the past several years. Founded in 1926, the firm provides a full range of services in the areas of auditing, taxation, risk management, litigation and forensic accounting, transaction advisory services, business evaluation, financial restructuring and insolvency, small business support, financial reporting advisory services and wealth management. With more than 50 partners and 350 team members, Richter offers a comprehensive and integrated approach, often becoming a natural extension of each organization it serves.