Danny Ritter

For the last 20 years, Danny Ritter has acquired solid financial services industry experience, particularly with respect to asset mix determination, money manager selection and tax minimization strategies. In addition, Danny has a proven talent in providing his clients with a deep analysis of niche investment opportunities. In pursuit of his keen interest in offering sound portfolio management services to investors, Danny has completed various specialized courses including intensive seminars on advanced asset allocation as well as multiple international money manager conferences, global investment conferences and industry panels. Over the years, he has developed an extensive network within the financial community.  Danny Ritter leads our Richter Family Office practice, which oversees the portfolio activity of high net worth individuals, private companies with significant liquid assets and private foundations. Together with his extensive technical skills and thorough understanding of the asset management process, Danny provides a rigorous analysis of investment strategies focusing on risk management and capital preservation. Professional Affiliations and Community Involvement Ordre des comptables professionnels agréés du Québec – Member, since 1995CFA Institute (The Global Association of Investment Professionals) – Member, since 2003Montréal Chapter of Certified Financial Analysts – Member, since 2003Autorité des marchés financiers – Registered Securities Advisor           Ontario Securities Commission – Registered Investment Counsel and Portfolio ManagerQuartier de l’innovation – Ambassador  Investment Committee of the McGill University endowment (foundation) – MemberAgence Ometz – Board Member          Funding committee for the PME fund – Member          Academic Background B. Com., McGill University, 1993 (Great Distinction, Dean’s Honour List)Graduate Diploma in Financial Accounting, McGill University, 1995Chartered Professional Accountant (CPA, CA), 1995Canadian Securities Course, (Honours, Award of Excellence for Exceptional Academic Achievement)Certified Financial Analyst (CFA), 2003Additional Information Having completed specialized courses in advanced asset allocation, Danny is asked to speak at international investment conferences, referencing his extensive technical skills in all facets of portfolio management.