Danny Ritter

CPA, CA, CFA

Partner

Contact

Phone: 514.934.3546
Fax: 514.934.3408
Address: 1981 McGill College, 11th Floor
Montréal, QC H3A 0G6

Services:

Richter Family Office

Danny Ritter helped establish Richter Family Office in 2001. The approach he takes in advising families is unique in several ways. Danny assists families in gaining a better understanding of their investment objectives using different frameworks and lends insight as to the impact of investor psychology in the probability of achieving the family's investment objectives. The advice Danny provides is highly sophisticated, yet at the same time personal and accessible to families. It is also steeped in the philosophy of being independent and objective. The resulting portfolio construction is aligned solely based on the families' interests. 

Danny has used his decades of experience to inform the selection of investment managers and solutions. As a CPA and CFA, he also ensures that the advice and investment solutions are evaluated from an after-tax perspective - which is often overlooked in portfolio construction.  Managers are recommended only after the determination that the manager's track record is determined as defined and thereby potentially repeatable. Danny respects the value added through risk reduction via thoughtful asset diversification which may incorporate more niche and/or less liquid strategies. Danny is regularly asked to speak at international investment conferences, referencing his extensive technical skills in all facets of portfolio management and his holistic understanding of family financial matters.

Fields of expertise

  • Investment manager selection
  • Asset allocation
  • Portfolio construction
  • Tax-sensitive strategies
  • Negotiated access to niche investment opportunities
  • Extensive exposure to alternative investment strategies 

Academic background

  • CFA Charterholder, 2002
  • Canadian Securities Course, (Honours, Award of Excellence for Exceptional Academic Achievement), 1999
  • Chartered Professional Accountant (CPA, CA), 1996
  • Graduate Diploma in Financial Accounting, McGill University, 1995
  • B.Com, McGill University (Great Distinction, Dean’s Honour List), 1993

Professional and community involvement

  • Save a Child’s Heart Canada, Board Member since 2015
  • Richter LLP, Board Member since 2010
  • Agence Ometz, Board Member since 2008
  • McGill University Endowment, Investment Committee Member since 2008
  • PME Fund, Funding Committee Member since 2008
  • Jewish Community Foundation of Montreal (JCF), Board Member and Investment Committee Member since 2006
  • CFA Institute (The Global Association of Investment Professionals), member since 2003
  • Autorité des marchés financiers, Portfolio Manager since 2001