The Herman Team

Multi-generational wealth planning built on integrity and experience

One of the privileges of our career as wealth managers and investment advisors has been to grow alongside our clients. We’ve watched them move through milestones and build their careers, families and businesses drawing from our advice surrounding investments and financial planning along the way. For nearly 40 years our practice has been built around connection, understanding and integrity. Some of our clients have been with us since the beginning, others have joined us in search of a bilingual advisor that takes the time to understand them.

We’re proud of the reputation we’ve built as wealth advisors. We’re driven and challenged by our clients to expand our knowledge on the markets and the ever-evolving strategies for growing and preserving wealth. Our clients don’t fit a mould – they’re high net worth professionals and entrepreneurs, retirees and families – their needs are as unique as they are. However, we stay rooted in the fundamentals: thoughtful advice, well-researched strategies and transparent decision-making. These fundamentals inform our approach to tax optimization and portfolio design in the early stages of wealth accumulation through to estate, retirement and succession planning during the later stages of our client’s life.

Our advice is unbiased, we use state-of-the-art planning technology and, as an independent team under the Richardson Wealth umbrella, we have access to an in-house team of tax, estate planning and insurance experts.

We’re The Herman Team: Multi-generational wealth planning built on integrity and experience.


Train arriving, symbolizing timely insights

Market research
Insights 

 

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

Market Ethos

23 January 2023
A warning from Wile E. Coyote
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16 January 2023
Are dividends on a power play?
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Investor Strategy

January 2023
2023 outlook: bear market end game
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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.


Year-end tax planning checklist

With the year winding down, review our 2022 year-end tax planning checklist. Take key steps before the end of the year and early into the new year to make a positive impact on your overall finances.

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