Mindy Mayman

B.A. Econ., Fin. Pl., FMA, CIM

Partner

Contact

Phone: 514.934.3562
Fax: 514.934.3408
Address: 1981 McGill College, 11th Floor
Montréal, QC H3A 0G6

Services:

Richter Family Office

Mindy Mayman joined the Richter Family Office in 2006 and has been a partner since 2012. She is a skilled financial advisor with more than 20 years of experience counseling high net-worth individuals. She has assisted many of her clients through the challenges inherent to wealthy families and has helped them secure comfort and clarity for their future.

As a wealth manager, Mindy advises her clients on the design and implementation of plans to help them achieve their financial objectives. She quantifies her clients’ goals and then determines the best asset allocation and financial solutions. With her completely independent and objective approach, she recommends the most appropriate third party managers to optimize her clients’ investment strategy. Mindy then oversees the plan’s implementation and reports back to her clients on the portfolio’s progress.

Using her insightful guidance, she also advises her clients on insurance needs, estate planning, planned giving and family governance. Her comprehensive expertise makes her a trusted resource for many well-respected business leaders in the community.

Fields of expertise

  • Investment management
  • Insurance needs
  • Planned giving
  • Estate planning
  • Family governance

Academic background

  • Chartered Investment Manager (CIM), 2012
  • Financial Management Advisor (FMA), 2007
  • Financial planning certificate, Université Laval, 2001
  • Life and disability insurance licence, 1995
  • Canadian securities course, 1994
  • B.A. in economics (with distinction), Concordia University, 1994

Professional and community involvement

  • Mount Sinai Hospital Foundation, Board of Trustees, member since 2014
  • Hebrew Foundation School, Board of Trustees, President since 2015, member since 2010
  • Autorité des marchés financiers, portfolio manager since 2012 
  • Institut québécois de planification financière (IQPF), member since 2001

Public recognition

  • Speaker. Canadian Alternative Investment Forum, Toronto, April 2016
  • Quoted in “De bonne source,” Les Affaires, March 2012
  • Speaker. Family Firm Institute Annual, Conference, Boston, October 2011
  • Author. “Gestion de patrimoine : savoir préparer demain,” Premières en affaires, fall 2011
  • Quoted in an article by Suzanne DANSEREAU, “Pourquoi les escrocs de la finance s’en tirent à bon compte au Canada,” Les Affaires, August 2009
  • Quoted in an article by Suzanne DANSEREAU, “Forte pente à remonter pour les conseillers financiers,” Les Affaires, August 2009
  • Author. “10 conseils pour éviter la fraude,” La Presse (Affaires), August 2009