Serving personal, corporate and institutional needs

Trust in knowledge, experience and integrity

The Herman Team has been preserving and growing wealth for over 30 years. Working closely with each client, we develop innovative and customized solutions to help them meet their financial needs and realize their longer-term goals. Upholding strict ethical standards, we deliver the very finest wealth management experience.

Standing behind us is the strength and stability of Richardson Wealth, a thriving firm of independent thinkers with a client-centred philosophy. We have built our business by earning our clients’ trust and putting their needs ahead of our own.
 

Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

12 April 2021
The path to normal
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29 March 2021
Value continues its comeback
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April 2021
Investor Strategy: Another great quarter to be an investor
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Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


2020 year-end tax planning checklist
Our annual year-end tax-planning checklist is available with important updates, including tax implications of the federal government’s pandemic relief measures.
Start planning early for this unprecedented tax season. Find your checklist here.

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