Providing consulting services for asset management & family office firms. Focusing on Operational Reviews aligning firm policies and procedures with best-in-class practices, Succession Planning, System Reviews & Data Mapping, and Compliance Oversight.

An owner operated investment firm with assets in excess of $5.3 billion under administration. CGOV Asset Management provided discretionary asset management for high net worth families, institutions and foundations. CGOV Asset Management was sold to Fiera Capital Corporation in May 2018.Richard managed all areas of operations including, but not limited to, client reporting, executing trade settlements, performance and reconciliations.He oversaw the implementation of new investment activities and product initiatives and ensured appropriate processes for investment accounting, compliance and client communication and servicing. Additionally, Richard provided an effective infrastructure in which to settle, record, value, measure, monitor and report client portfolios.

A Private Foundation created by the partners of CGOV Asset Management to promote “giving at the office”. CGOV Foundation, is operated by an independent Board of Directors.Highlights:- Designed and presented financial reports to the independent Board of Directors- Recommended auditors to the Board of Directors- Designed and implemented the process for Granting and Receipting