Presenter

Mindy Mayman

Partner, Richter Family Office

 Mindy Mayman is a partner in the Richter Family Office Division. She is a well-known financial planner with close to 20 years of experience serving high net-worth clients. She is an expert in the areas of investment management; insurance needs; estate, retirement and tax planning; planned giving and family-related concerns. With her considerable experience, Mindy provides sound advice and suggests customized and well-devised strategies, especially given the large number of financial products that are currently available. She works closely with other professionals, such as accountants, notaries and lawyers. As a wealth manager, Mindy advises her clients on the design and implementation of plans to help them achieve their financial objectives. She quantifies her clients’ goals and then determines the best asset allocation and investment strategies. With her completely objective and independent approach, she recommends and/or designates the most appropriate third party managers to ensure the optimal management of client investments in the future. Mindy then ensures the plan’s implementation and reports back to her clients on the portfolio’s progress. She remains in constant contact to ensure that each strategy is perfectly tailored to a client’s needs and that everything is on track. Professional Affiliations and Community InvolvementMember of the Institut québécois de planification financière (IQPF), 2001 to dateRegistered portfolio manager of the Autorité des marchés financiers, 2012 to dateBoard of Trustees of the Hebrew Foundation School, 2010 to date Academic BackgroundB.A., Concordia University,  1994 (with distinction, honours in economics)Canadian securities course, 1994Life and disability insurance licence, 1995Financial planning certificate, Université de Laval, 2001Financial management advisor, 2007Chartered Investment Manager (CIM), 2012 Prizes, Distinctions and NominationsNominee for the WOW program, April 15, 2009. ConferencesFamily Firm Institute Annual Conference, Boston, October 2011Publications and MediaInvolved in almost a dozen publications and media appearances, including the following:Quoted in “De bonne source,” Les Affaires, March 24, 2012, p. 55.Mayman, Mindy. “Gestion de patrimoine : savoir préparer demain,” Premières en affaires, fall 2011, p. 57.Quoted in an article by Suzanne Dansereau, “Pourquoi les escrocs de la finance s’en tirent à bon compte au Canada,” Les Affaires, August 15, 2009, p.12.Quoted in an article by Suzanne Dansereau, “Forte pente à remonter pour les conseillers financiers,” Les Affaires, August 14, 2009.Mayman, Mindy. “10 conseils pour éviter la fraude,” La Presse (Affaires), August 6, 2009. Additional InformationMindy has conducted retirement planning seminars for individuals looking to ensure a successful retirement.  In addition, she has been a lecturer for the Dawson Department of Continuing Education regarding training of investment professionals.

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