Meet our team

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

Richard has worked in the investment industry for over 30 years.  The Herman Team works with our firm because our client-centric 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 CFP ®, CIM ®, FCSI ®
Portfolio Manager, Associate Investment Advisor

Cliff joined The Herman Team in 2004. He is a licensed Portfolio Manager and holds the Certified Financial Planner, Chartered Investment Manager and Fellow of Canadian Securities Institute designations. His responsibilities include managing client relationships, actively monitoring portfolios, investment selection, and helping clients achieve their financial goals.

Cliff is actively involved in different industry committees. He is a supporter of the Canadian Cancer Society and in his free time, enjoys travelling and spending time with family.

Patrick Herman

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.

Karen Henderson

The most recent member of the Herman team, Karen is a graduate of Trent University in French Studies. Born and raised in Ottawa, she has been working in administrative support within the financial services industry since 2013. She is passionate about being  organized and works closely with the team to help provide efficient, reliable, and top-quality client service.

Karen loves staying active and spending time with her family. When she is not dabbling in arts & crafts, you can usually find her at a farmer’s market or any local food & drink event, gathering inspired ideas for culinary creations.