Carl Wiseman

Client Relationship Manager At Richter Family Office at Richter

Carl Wiseman has a client-first mindset as he cares deeply about his clients’ interests and well-being. Dedicated to building long-term relationships based on trust, Carl is known as a trusted advisor who always acts in his clients’ best interests, with integrity, professionalism and a great sense of commitment. Carl takes pride in helping families achieve their aspirations.

Prior to joining Richter Family Office, Carl worked as co-Chief Investment Officer (co-CIO) for a Montreal-based multi-family office and spent over two decades as a Senior Investment Consultant providing high quality investment consulting services to large Canadian and multinational institutional clients (pension funds, endowment funds and foundations, and insurance companies).

As a Client Relationship Manager with Richter Family Office, Carl acts as the primary point of contact for all requests related to his clients’ personal financial matters. Carl designs, recommends, and implements investment strategies. He is responsible for monitoring and adjusting the investment portfolios, establishing sound financial planning, and coordinating with various internal and external professionals on a wide array of matters.

In addition to his relationship management role, Carl 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.

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Richter

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Richter is a professional strategic accounting, business consulting and financial advisory firm with full-service offices in Montreal and Toronto. The firm has consistently been named as one of Montreal’s Top Employers and Canada’s Top Employers for Young People for the past several years. Founded in 1926, the firm provides a full range of services in the areas of auditing, taxation, risk management, litigation and forensic accounting, transaction advisory services, business evaluation, financial restructuring and insolvency, small business support, financial reporting advisory services and wealth management. With more than 50 partners and 350 team members, Richter offers a comprehensive and integrated approach, often becoming a natural extension of each organization it serves.


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Headquarters

Montréal, Canada

Employees

501-1,000

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