If you are seeking a long-term partnership with a trusted, seasoned investment team that will serve all your financial needs while demonstrating the highest level of integrity, we welcome your call.
The Herman Team*
TF: 1 800 356 8895
E: hermanteam@macquarie.com
Richard Herman
Senior Vice President, Investment Advisor
T: 613 907 0733
E: richard.herman@macquarie.com
Cliff Robertson, CFP
Associate Investment Advisor
T: 613 907 0732
E: cliff.robertson@macquarie.com
Joël St Germain
Investment Services Associate
T: 613 907 0706
E: joel.stgermain@macquarie.com
Nathalie Ricard
Investment Services Assistant
T: 613 907 0734
E: nathalie.ricard@macquarie.com
Macquarie Private Wealth
Constitution Square I
360 Albert Street, Suite 800
Ottawa, ON K1R 7X7
†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW").
Commissions, trailing commissions, management fees/expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, their values will change and past performance may not be repeated.
Every effort has been made to ensure that the contents of this website have been compiled or derived from sources believed to be reliable and contain information and opinions which are accurate and complete. However, neither the author nor Macquarie Private Wealth Inc. (MPW) makes any representation or warranty, expressed or implied, in respect thereof, or takes any responsibility for any errors or omissions which may be contained herein or accepts any liability whatsoever for any loss arising from any use of or reliance on this website or its contents. The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances. Information may be available to MPW which is not reflected herein. This website is not to be construed as an offer to sell or a solicitation for or an offer to buy any securities. Macquarie Private Wealth Inc.(MPW) is an independently owned subsidiary of Macquarie Bank Limited (MBL). Macquarie Group Limited is publicly traded on the Australian Stock Exchange (ASX) under MQG. Macquarie Private Wealth Inc. is a member of the Canadian Investor Protection Fund and IIROC.