Meet our team

Richard Herman
Director, Wealth Management & Portfolio Manager, Investment Advisor

Richard has worked in the brokerage industry for over 30 years. He was previously with ScotiaMcLeod before joining a predecessor firm in 2006. The Herman Team works with our firm because our client-centred philosophy is in line with the team’s vision. Richardson Wealth has fostered an independent and entrepreneurial culture that allows The Herman Team to provide clients with unbiased advice, lower fees, sophisticated technology, and insightful research. The team’s focus is to provide clients with a complete financial solution, offering financial and estate planning, insurance analysis and third party managed portfolios. 

Richard graduated from Ottawa University with an Honours BA in Economics and is fully bilingual. He has the Level II Life Insurance license and remains active in the community by supporting the Richelieu Club, the United Way and the Children’s Hospital of Eastern Ontario. 

Cliff Robertson
Portfolio Manager, Associate Investment Advisor

Cliff joined The Herman Team in 2004. He holds the Certified Financial Planner designation and is fully licensed to provide options and derivatives. His responsibilities include monitoring portfolios, investment selection, managing client relationships, marketing initiatives and ensuring that client’s financial goals are met.

Patrick Herman

The newest member of The Herman Team, Patrick holds an Honours BA in Economics with a focus in Management from the University of Ottawa. He has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH) and is now working towards completing Wealth Management Essentials (WME). In his spare time, Patrick enjoys everything the outdoors has to offer including camping, mountain biking, skiing, and playing golf.