Mr. Danny Ritter

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 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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Mr. Greg Moore

Accomplished, driven, yet known for his kindness, Greg has big ideas that match the scope of his ambition. A great people connector he loves to build durable, effective business relationships. His enthusiastic nature means that he is ready to jump whole-heartedly into every project he takes on.

Greg is a seasoned wealth management professional with almost 30 years’ experience in global financial markets, working with individuals, institutions, and family offices. Greg brings  a unique, holistic approach to wealth management and works with professionals in a segment of the market that sees value in working alongside an independent, trusted advisor as part of their overarching wealth management solution.

In addition to his business development and relationship management roles, Greg is actively involved in ongoing investment manager due diligence and manager selection to ensure that RFO clients continue to receive access to unique, best in class investment solutions. Bringing a thoughtful approach to asset allocation and portfolio construction, Greg works closely with families to help them bridge the gap between a complex investment landscape and their own unique investment goals.

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Ms. Mindy Mayman

As you create significant wealth, having independent, objective advisors to help you manage said wealth is crucial. 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.

Mindy joined Richter in 2006, as its unique family office business model was beginning to take shape as a completely independent entity. This division has since grown, and focuses on wealth management, philanthropy, insurance needs and family governance. Mindy advises clients on the design and implementation of plans to help them achieve their financial objectives, quantifying goals and then determining the most appropriate asset allocation and financial solutions. Acting with complete independence and objectivity, Mindy recommends the proven third-party managers to optimize her clients’ investment strategies.

A skilled financial advisor, Mindy is able to craft and deliver advice that is practical, understandable and relevant to the goals and objectives of ultra-high-net-worth families. Her insights and well-rounded expertise make her a trusted resource for many prominent business leaders and their families.

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Mr. Kevin Talbot

Kevin is a Co-founder and Managing Partner at Relay Ventures. Kevin has been an entrepreneur, operator and investor in both Canada and US for over 20 years. Prior to co-founding Relay Ventures, Kevin was with the venture capital arm of Royal Bank of Canada where he was Vice President of Venture Capital and Managing Director of RBC Venture Partners.

Kevin holds an MBA with distinction from York University, Schulich School of Business, a BA degree in Strategic Studies from York University, and the ICD.D designation from the Institute of Corporate Directors’ Corporate Governance College at the Rotman School of Management. Kevin is the author of ‘Strictly Mobile – How The Largest Man-Made Platform in History is Changing Our World’ and was the curator of the Strictly Mobile and Flying Upside Down conferences. He is a frequent public speaker and delivered the TEDx talk Hope is Not a Strategy in Brussels in 2014. Kevin is based in our Menlo Park office.

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Mr. Greg Walker

Greg Walker is head of Institutional sales ETFs for Vanguard Investments Canada Inc. Before joining Vanguard, Mr. Walker served as the global head of ETF distribution at RBC Capital Markets. He was previously the managing director and head of iShares business development at BlackRock Asset Management Canada Limited and director of institutional fixed income at Dundee Securities. He also held increasingly senior positions at Bank of Montreal, including vice president in a fixed income investment management group specializing in credit risk assets.

Mr. Walker earned an HBA in economics and financial management from Wilfrid Laurier University. He is a CFA® charterholder and has held positions on a number of investment industry boards, including the Buy-Side Investment Management Association (BIMA) and the board of Women in Capital Markets (WCM).

 

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Mr. Albert Tseng

Albert is passionate about utilizing the power of capital to address important social issues. He is founder of Moonspire Social Ventures whose purpose is to catalyze capital towards businesses that have a transformative impact on the Sustainable Development Goals, in particular in the areas of climate change, environment, and the lives of the poor. Leveraging 20+ years of experience as a business operator/entrepreneur, Albert is now focused on PE/VC impact investing having assessed hundreds and made investments in 13 impact investments spanning PE Fund of Funds (Emerging Markets), alternative lending in PayAsYouGo sector (East Africa), and direct investments in early stage startups (environmental SMEs).  Albert is also co-founder of Dao Foods International which is working to develop the plant-based meat sector in China, in hopes to create a market alternative to the growing livestock industry which has significant environmental and health consequences.

Over his career, Albert has been COO of a venture backed social enterprise, has consulted to United Nations on social business models, has worked in Africa on HIV health system efficiency, and has worked in business development for a major multinational, as a healthcare management consultant, and as a biomedical engineer.  Albert has a MPA from Harvard Kennedy School, a MHSc. in Biomedical Engineering from the University of Toronto, and a BASc. in Mechanical Engineering from the University of Waterloo.

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Ms. Salima Rawji

Salima Rawji is Vice President Development for CreateTO, the City of Toronto’s Real Estate Agency. Salima is City-Builder committed to the advancement of both the real estate industry and her broader community. She sits on the International Council of Shopping Centre’s P3 National Advisory Committee, the Ryerson University Real Estate Management Advisory Council and is a former member of the Management Committee for the Urban Land Institute Toronto. She is a Director for CivicAction, the Toronto Foundation and recently completed a six year term on the Board of Directors for the Homes First Foundation. Salima is a Women’s Leadership Initiative Champion, a 2010 DiverseCity Fellow and holds an MBA from the Rotman School of Business at the University of Toronto.

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Mr. Leon Goren

Leon Goren believes in purposeful leadership – the type that requires us to challenge the status quo, anticipate the future and be confident enough to step outside of our comfort zone to inspire and help those around us excel.

His 25 years of leadership experience underscores his unique impact on the way leaders lead, learn and live, and his ability to understand their needs and challenges.

As the owner and CEO of Presidents of Enterprising Organizations (PEO), Leon is dedicated to building communities of knowledgeable and respected business leaders by developing opportunities for shared insights and experience. PEO, under the leadership of Leon Goren, is recognized as a premier executive leadership advisory community that positively influences the way leaders lead, learn and live.

Leon is also Toronto Chair of TIGER 21, where he leverages his experience to develop exceptional leaders working with high net worth individuals and families.

As founder and CEO of justwhiteshirts.com in 1997, Leon became one of Canada’s first online success stories, recognized for bringing the dot com retail experience to Canadians through a combination of online, catalog, and bricks and mortar channels.

Leon is an authority on leadership and business strategy as he is consistently invited to address various business audiences, including the graduating classes of Chartered Accountants. His thought leadership is published in the CA Magazine, The National Post and The Globe and Mail.

Leon is a member of the North York Aquatic Club board of directors, Chair Council for TIGER21, and on the Advisory Boards of UMBRA, IHHP and Timewyse Corporation.

Leon is a CPA, CA. He is married with children and is active in sports, including triathlons and skiing.

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Mr. Mitchell Goldhar

Mitchell Goldhar is a Canadian businessman and the founder of SmartCentres, a Commercial and Residential Real Estate Company focused on bringing value to Canadian communities.

Mitchell is the Executive Chairman and largest shareholder of SmartCentres REIT, publicly traded on the TSX with assets valued at $9.7 Billion. The company’s rapid growth continues with $12.1 Billion in announced new real estate activities on its properties across country.

Mitchell started SmartCentres with the belief that Canadians deserve convenient access to affordable retail. With a shared vision, he worked to help Walmart enter the Canadian market, which they did in 1994. He eventually became, and still remains, Walmart’s only real estate development partner in the world.

Mitchell is also the owner of the Penguin Group of Companies, PenguinPickUp, REVIVAL Film Studios, Clevelands House and Maccabi Tel Aviv FC:
• His private company, Penguin Group, owns strategically located real estate across Canada, including VMC; Vaughan’s new 100-acre, 20 million-sf master planned city centre.
• PenguinPickUp is a growing network of over 100 PickUp Points that provide customers with a convenient one-stop delivery solution for online shopping.
• REVIVAL Film Studios is an active 300,000-sf film studio in downtown Toronto.
• Clevelands House is a 1,200-acre waterfront resort in Muskoka.
• Maccabi Tel Aviv is the oldest Football Club in Israel. They have won more titles than any other Israeli club and are the current Israeli Premier League champions.

A firm believer in education, Mitchell holds a BA in Political Science from York University and has been an Adjunct Professor at the University of Toronto’s Faculty of Geography and Rotman School of Management since 2004 (Professor of the Year 2015).

Mitchell is a member of the Board of Onex Corporation, Indigo Books and Music, the Canadian Concussion Centre at Toronto General Hospital, and is Director Emeritus with the SickKids Foundation.

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Mr. Philippe III de Gaspe Beaubien

“I was raised with a respect for education, public service, and commerce. To leave the world a better place. To contribute to society in politics or business or literature. To make a difference.”

Education: Harvard MBA, Wharton School of Business Investment Analyst Program

Core strengths

  • Holds close ties to local, provincial and federal governments in Canada, one of the world’s most stable and entrepreneurial business environments
  • Identifies trends and opportunities well ahead of the mainstream
  • Successfully commercializes undervalued businesses and products
  • Develops niche strategies to allow B2B companies to dominate their industry
  • Possesses considerable experience in navigating diverse industries and volatile markets

Background

Family and roots matter greatly. The de Gaspé Beaubien clan has over 400 years of developing business and contributing to society in both Canada and the United States. De Gaspé Beaubiens were not only among the earliest inhabitants of Quebec City and Montreal, they were also present at the founding of Detroit and Chicago, with others extending the family name to the Midwest and down to New Mexico.

Successive generations of the family have started diverse businesses, while also serving social causes through philanthropic endeavors. Philippe’s mother Nan-b has served as director for a number of large corporations, and is a family enterprise expert. His father, Philippe II, has held a number of high-profile roles, including as the Operations Director behind the hugely successful Expo 67 in Montreal, still considered one of the greatest world fairs.

Connections

As President and CEO of the de Gaspé Beaubien Foundation, and through his travels and participation in various global organizations, Philippe has developed an extensive network of families, foundations and private trusts around the world – gaining access and partnerships for his companies in new markets around the world.
He has close ties to the local, provincial and federal governments in Canada. Obtaining financial and political support is one of his key strengths. His family obtained the first cellular license for Canada and the cellular company they created subsequently became the largest in the country. They also acquired the first satellite broadcasting license to distribute content to Canadian communities, and 10 years later received 1G of spectrum for commercial development, the largest amount of spectrum ever given to the private sector.

Vision

Starting or acquiring companies before they become mainstream, Philippe has had a direct hand in areas as diverse as cellular phones and towers, radio station consolidation, broadband wireless expansion, spirits, data mining and anti-aging products companies. His investments span these industries and more, including Zoom, Biomod, Nannette de Gaspé, SonoFit, EERS, PUR, Starlink, Jobbook, and TechTown. <add hyperlinks to each, but not if this will only appear as a paper document.

He develops niche strategies for B2B companies that allow them to dominate their industry, with added forays into the B2C market where attractive opportunities exist.

Instincts

Philippe is an accomplished entrepreneur and has been involved in 15 start-ups and turn-arounds over the past 20 years. He understands entrepreneurs, embraces technology, and is highly aware of the need for sufficient funding at the growth stage. He is accomplished at finding companies that possess a key product but have not been able to commercialize it effectively.

He rates these areas of the Canadian business environment as being particularly attractive for growth and investment potential: Pharma, ICT, Wellcare, FinTech, Agri-Food and Cleantech.

Experience

On top of his many successful ventures, Philippe has lived through several significant industry collapses in the last 17 years. He navigated his investments through the dotcom and telecom collapses of the early 2000’s and the debt crisis of 2008-09, suffering inevitable losses but also managing to multiply his ROI on a number of occasions.

Notable successes include his move to privatize Telemedia, a multimedia company, producing a 15X ROI, and his founding of Redline, a telecom company now operating in 60 countries and considerable upside.

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