Ottawa

Contact

Richard Herman CIM®
Portfolio Manager, Investment Advisor
Richard.Herman@RichardsonWealth.com

Cliff Robertson CFP ®, CIM ®, FCSI ®
Portfolio Manager, Associate Investment Advisor
Tel: 613.907.0732 Cliff.Robertson@RichardsonWealth.com

Patrick Herman
Associate
Tel: 613.907.0706 Patrick.Herman@RichardsonWealth.com

David Rubin CEA, CFP®, CPCA, EPC, MFA-P, TEP
Vice-président, Opérations D’assurance
David.Rubin@RichardsonWealth.Com

Ryan Knipfel CPA, CA, CFP®
Planificateur financier principal
Ryan.Knipfel@RichardsonWealth.Com

Richardson Wealth
Ottawa Office
343 Preston Street, Suite 300
Ottawa, Ontario K1S 1N4 Map

Phone: 613.907.0733
Fax: 613.788.8078
Toll Free: 1.800.356.8895

Sorry we couldn't submit this form at this time. Please try again later.

Ask us a question

Thank you. A member of our team will be in contact with you soon.

Please fill out the form below with your question.

Your Question *

This is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Your Name *

This is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Your Email *

This is a required field.

Provided email is formatted incorrectly. Please enter a valid email address

Special characters are not allowed here. Please provide valid input for this field.

The sum of the numbers is incorrect.

Add the following numbers

*Required fields

Train arriving, symbolizing timely insights

Market research
Insights

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

Market Ethos

27 November 2023
Land of the rising sun still shining
View article

20 November 2023
False start for inflation victory lap?
View article

Investor Strategy

November 2023
Here for a good time, not a long time
View article

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.

2023 year-end tax planning checklist

Take some key steps before the end of the year and early in the new year from a tax planning perspective to make a positive impact on your overall finances.

View article