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.

13 July 2020
The market & the economy: Two very different tales
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29 June 2020
What's wrong with my divs?
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July 2020
Investor Strategy: Opening Up
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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Business ownership: The complete wealth spectrum
We look at the complete spectrum of your wealth because we recognize that as a business owner, you need integrated, more sophisticated planning: Business solutions in sync with your estate and retirement plans, as well as cohesive insurance, tax and investment strategies. Learn how we can assist you in growing and protecting your legacy.​

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