Richter
Spencer Clark provides personalized wealth management solutions to high net worth families. With deep market knowledge and portfolio expertise, Spencer is able to customize an investment plan tailored specifically to the family’s needs and goals. Spencer is also responsible for evaluating venture capital and private equity investment opportunities for Richter Family Office.
Prior to joining Richter Family Office in 2017, Spencer worked at BlackRock, the world’s largest asset manager, in the exchange traded funds (ETF) and Index Investments business and began his career at PH&N Investment Counsel. Committed to continuous learning, Spencer has earned the CFA, CAIA, and CIM designations.
As a Client Relationship Manager with Richter Family Office, Spencer designs, recommends, and implements investment strategies and regularly monitors portfolios to ensure they are aligned with his clients’ objectives, while coordinating professionals in the areas of insurance, estate planning, and taxation. He is able to anticipate his clients’ needs and has a unique ability to manage complex situations in order to provide families with holistic advice.
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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 Montreals Top Employers and Canadas 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.