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. Rick Nathan

Rick Nathan leads Kensington’s venture capital investment program as a Managing Director and member of the firm’s Investment Committee. His career spans many years across the private equity and venture market as an industry leader, investor and professional advisor.  Rick currently serves as an active board member of several companies within the Kensington venture portfolio, and as a member of the investor advisory committee of several of Canada’s leading venture funds.

Rick began his career as a corporate and securities lawyer at Osler, Hoskin & Harcourt LLP, where he practiced law for 12 years, including as head of the firm’s Technology Business Group from 1995 to 1999.  He then entered the investment industry as a Co-founding Partner of Brightspark Ventures, an early-stage venture capital firm.  Rick served as President and Chair of CVCA – Canada’s Venture Capital and Private Equity Association from 2005 to 2012 and was a founding Co-Chair of CIX- Canadian Innovation Exchange from 2008 to 2016.  Rick joined Kensington in 2005.

Rick is a graduate of Dartmouth College (Computer Science) and the University of Toronto Faculty of Law.

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Mr. Jeffrey K. Merk

With extensive experience in a broad range of corporate finance and commercial matters, Jeffrey offers clients a practical and business-minded approach to solving legal and regulatory challenges. He is skilled at isolating what is truly important in a complex business transaction and in identifying solutions. Jeffrey takes great care in tailoring his service to each client and providing strategic and insightful judgment to effectively further their business objectives.

Jeffrey is co-Practice Group Leader of the firm’s Capital Markets Group. He is also a member of the firm’s Corporate/Commercial, Mergers & Acquisitions/Private Equity and International Groups, as well as the Cannabis and Mines & Minerals Groups. He practises corporate law with an emphasis on public and private financings, mergers and acquisitions, corporate governance and ongoing general corporate and commercial activities. Jeffrey’s experience includes numerous cross-border securities offerings (public and private), acting for U.S. buyers of Canadian entities or assets; acting for U.S. financiers of acquisitions in Canada; acting for Canadian sellers to U.S. buyers, and acting as Canadian counsel in connection with large, internationally-led transactions. He frequently advises international clients on doing business in Canada.

 

 

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