With his strong technical skillset, David Leblanc understands the inherent financial and behavioral complexities of high net worth individuals. Knowing that every family’s situation is unique and requires distinction, he ensures that portfolio construction is aligned solely based on the family’s objectives. David joined Richter Family Office in 2015 where he completed his CFA charter and began the rigorous process of obtaining his CAIA title with its focus on alternative investments. In 2018, he completed the financial planner designation. David is continuously seeking to expand his knowledge, both academically and professionally to help meet his clients’ high expectations. Prior to joini
David Leblanc
Client Relationship Manager & Investment Due Diligence
Richter LLP
Canada, Quebec, Montreal
About Me
Profile Information
Client Relationship Manager & Investment Due Diligence
Richter LLP
Investment Team,Operations Team
Investor
Multi-Family Office
Montreal
Quebec
Canada
Aug 13, 2025
Work Experience
Gestion INTEGRALIS
Associate Aug 2012 - Mar 2015
Small Business Owner
Entrepreneur Dec 2008 - Nov 2013
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