Richard Herman

Richard has worked in the brokerage industry for over 30 years. He was previously with ScotiaMcLeod before joining the predecessor firm to Macquarie Private Wealth in 2006. The Herman Team* transitioned to our firm because our client-centred philosophy was in line with the Team’s vision. Macquarie Private Wealth has fostered an independent and entrepreneurial culture that allows us to provide our clients with unbiased advice, lower fees, better technology, and more insightful research. The Team’s focus is to provide clients with a complete financial solution, offering financial and estate planning, insurance analysis and third party managed portfolios.

Richard graduated from Ottawa University with an Honours B.A. in Economics and is fully bilingual. He has the Level II Life Insurance^† license and remains active in the community by supporting the Richelieu Club, the United Way and the Children’s Hospital of Eastern Ontario.

^†Insurance products and services are offered by life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc.