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.

29 November 2021
Capitalizing on tax-loss selling
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22 November 2021
Active vs passive – so, you’re telling me there’s a chance
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December 2021
Preparing for a rate tightening cycle
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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.


Intergenerational business transfers - Bill C-208

If you are a small business owner planning to sell your business to a family member, Bill C-208, approved by the Senate on June 29, 2021, will make this process easier.

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