Meet our team

Richard brings nearly 40 years of experience in the investment industry to every interaction. Over the course of his career, he’s guided clients from the early stages of their career and family life through to retirement and the passing of wealth and legacy onto the next generation. That connection with clients is what drives him every day.

Richard began his career at a major financial institution and worked at a large wealth management firm before joining Richardson Wealth in search of an independent and entrepreneurial culture that allowed The Herman Team to provide clients with unbiased advice, lower fees, sophisticated technology, and insightful research. Many relationships he built early in his career are still clients today.

Richard graduated from the University of Ottawa 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 United Way, the Children’s Hospital of Eastern Ontario. He also offers a University of Ottawa bursary.

When he’s not supporting clients and his community, Richard likes to hike or ski in Tremblant, play golf and travel.

Cliff has an innate ability to draw the links between a client’s goals and their portfolio by understanding their needs, selecting the right investments and actively monitoring portfolios to ensure they are achieving their financial goals.

Cliff was always drawn to a career in finance. At 13, he was already working and actively saving, opening his first investment portfolio at 18. He’s played a pivotal role in The Herman Team since joining the firm in 2004, thriving off the satisfaction of helping clients achieve their financial goals and navigate the unique phases of their life.

Cliff is a licensed Portfolio Manager and holds the Certified Financial Planner, Chartered Investment Manager and Fellow of Canadian Securities Institute designations. He is actively involved in different industry committees and is an ardent supporter of the Canadian Cancer Society.

In his free time, Cliff enjoys travelling and spending time with family including his nieces Piper and Libby and nephew Fletcher, who he regularly visits in Calgary

Patrick brings a unique perspective to the multi-generational team. His days are divided between managing client accounts, one-to-one interactions, portfolio trading and research. In his short year and a half with The Herman Team, Patrick has become a critical part of helping clients achieve their goals.

Interested in the industry from a young age, Patrick pursued an Honours BA in Economics with a focus in Management from the University of Ottawa. While courses in financial econometrics, macroeconomics, and statistics helped lay the foundation, working in the industry with clients and their unique needs convinced Patrick it’s the right career for him.

In addition to his BA in Economics, Patrick has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook  course (CPH) and has recently completed the Wealth Management Essentials course (WME).

In his spare time, Patrick enjoys everything the outdoors has to offer including camping, mountain biking in Gatineau Park, skiing Tremblant, going for hikes with his dog, Lola, and playing golf.

Jenny brings her positive mind-set to the team. She values quality service when it comes to connections with clients both in person and over the phone. Her day is constructed of making sure the practice runs smoothly, taking client calls and prepping documents. She is the newest member to the Herman Team and brings her tenacity for success.

Jenny has been in the industry for coming on 10 years. She holds her Life Insurance license and is currently working towards becoming a licensed associate. She has been very good with numbers from a young age and has been saving for as long as she can remember. She knows the Finance industry is the right career choice.

While not working, Jenny is highly active in the Ottawa community, working side by side with organizations and charities such as JDRF, and Ottawa Archers. Her passion is to be creative, whether it be baking a 4-layer cake, painting or cultivating in her garden.