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.

24 June 2019
Premortem - what if we are wrong?
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17 June 2019
Did alternatives get an F in 2018?
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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.

June 2019
Have you discussed widowhood?
For couples, a well-organized, comprehensive estate plan should also include preparations for widowhood. From collecting key documents to reviewing insurance coverage, we’ve outlined strategic tips to help you plan now for peace of mind later.

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