David Leblanc, Cfa, Caia, Pl. Fin.

David Leblanc, Cfa, Caia, Pl. Fin. Email and Phone Number

Client Relationship Manager & Investment Due Diligence at Richter Family Office @ Richter
montréal, quebec, canada
David Leblanc, Cfa, Caia, Pl. Fin.'s Location
Montreal, Quebec, Canada, Canada
About David Leblanc, Cfa, Caia, Pl. Fin.

Richter Family Office (RFO) provides independent and objective wealth management services to high net worth families and individuals. Established in 2001, Richter Family Office has gained an exceptional reputation for providing holistic wealth management services without the bias of affiliations with other financial institutions or wealth managers. Our goal is to develop a deep understanding of our client’s investment objectives, financial needs, and most importantly, tolerance for risk. From this assessment, we carefully review various investment approaches and strategic options, drawing from a broad set of mainstream and niche investment mandates to devise an investment blueprint tailored to each unique situation and family. Working with an objective and trusted Richter advisor means that our clients are less apt to take a reactive approach to their wealth needs, but instead can more deliberately address the wide range of issues that impact their family's financial well-being. While for many families this may be specific to investment management, advance planning, and other tax and estate issues, it may also include more complex family support and administrative services - all of which are part of the Richter solution. Families share the desire to create and protect a legacy through the transmission of family values and sizable financial assets. By providing well-rounded and sophisticated guidance and advice, Richter Family Office is committed to easing this burden and delivering peace of mind.

David Leblanc, Cfa, Caia, Pl. Fin.'s Current Company Details
Richter

Richter

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Client Relationship Manager & Investment Due Diligence at Richter Family Office
montréal, quebec, canada
Website:
richter.ca
Employees:
593
David Leblanc, Cfa, Caia, Pl. Fin. Work Experience Details
  • Richter
    Client Relationship Manager & Investment Due Diligence
    Richter Jul 2022 - Present
  • Richter Family Office
    Client Relationship Associate & Investment Due Diligence
    Richter Family Office Oct 2017 - Aug 2022
    Montreal, Canada Area
  • Richter Family Office
    Specialist, Client Support & Portfolio Management
    Richter Family Office Feb 2017 - Oct 2017
  • Richter Family Office
    Senior Portfolio Analyst
    Richter Family Office Feb 2016 - Feb 2017
    Montreal, Canada Area
  • Richter
    Porfolio Analyst
    Richter Mar 2015 - Jan 2016
  • Gestion Integralis
    Associate
    Gestion Integralis Aug 2012 - Mar 2015
  • Small Business Owner
    Entrepreneur
    Small Business Owner Dec 2008 - Nov 2013

David Leblanc, Cfa, Caia, Pl. Fin. Skills

Financial Analysis Team Leadership Portfolio Management Market Research Financial Modeling Analysis Equities Communication Business Strategy Financial Reporting

David Leblanc, Cfa, Caia, Pl. Fin. Education Details

  • John Molson School Of Business, Concordia University
    John Molson School Of Business, Concordia University
    Bachelor Of Commerce, Finance

Frequently Asked Questions about David Leblanc, Cfa, Caia, Pl. Fin.

What company does David Leblanc, Cfa, Caia, Pl. Fin. work for?

David Leblanc, Cfa, Caia, Pl. Fin. works for Richter

What is David Leblanc, Cfa, Caia, Pl. Fin.'s role at the current company?

David Leblanc, Cfa, Caia, Pl. Fin.'s current role is Client Relationship Manager & Investment Due Diligence at Richter Family Office.

What schools did David Leblanc, Cfa, Caia, Pl. Fin. attend?

David Leblanc, Cfa, Caia, Pl. Fin. attended John Molson School Of Business, Concordia University.

What skills is David Leblanc, Cfa, Caia, Pl. Fin. known for?

David Leblanc, Cfa, Caia, Pl. Fin. has skills like Financial Analysis, Team Leadership, Portfolio Management, Market Research, Financial Modeling, Analysis, Equities, Communication, Business Strategy, Financial Reporting.

Who are David Leblanc, Cfa, Caia, Pl. Fin.'s colleagues?

David Leblanc, Cfa, Caia, Pl. Fin.'s colleagues are Kaitlin Diangelo, William Becke, Cpa, Lachaine Line, Nadine Pereira De Jesus, Cpa Auditrice, Robert Hall, Cpa, Cfa, Umair Ahmed, Taciana Luiza.

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