About Macquarie

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THE HERMAN TEAM*

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Trust in knowledge, experience and integrity

The Herman Team* has been preserving and growing the wealth of our clients for thirty years. Working closely with each client, we develop the right, 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 to our clients.

Standing behind us is the strength and stability of Macquarie Private Wealth Inc. Macquarie Private Wealth is a thriving firm of independent thinkers and a client-centred philosophy underlies everything we do. We have built our business by earning our clients’ trust and putting their needs ahead of our own.

Our vision

We develop comprehensive wealth strategies for affluent professionals, families and corporations. Our focus is on capital preservation through an adherence to disciplined investing, and our proven and proactive approach affords our clients financial well-being and peace of mind.

What's in a name?

Click here to watch our introductory video.

Forward Thinking

To learn about Macquarie’s enormous scale, global reach and track record of exceptional performance, please click here.

*The Herman Team is part of Macquarie Private Wealth Inc.

No entity within the Macquarie Group of Companies is registered as a bank or an authorized foreign bank in Canada under the Bank Act, S.C. 1991, c. 46 and no entity within the Macquarie Group of Companies is regulated in Canada as a financial institution, bank holding company or an insurance holding company. Macquarie Bank Limited ABN 46 008 583 542 (MBL) is a company incorporated in Australia and authorized under the Banking Act 1959 (Australia) to conduct banking business in Australia. MBL is not authorized to conduct business in Canada. No entity within the Macquarie Group of Companies other than MBL is an authorized deposit-taking institution for the purposes of the Banking Act 1959 (Australia), and their obligations do not represent deposits or other liabilities of MBL. MBL does not guarantee or otherwise provide assurance in respect of the obligations of any other Macquarie Group company. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.