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 GMP, 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.

12 December 2018
Whatever you do, don't look now
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3 December 2018
The biggest loser
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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.

December 2018
2018 year-end tax planning checklist
Maximize your 2018 tax-year planning with our helpful checklist – all the dates and strategies you need as we head into the final stretch of the 2018 tax year.

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