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THE HERMAN TEAM*

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Our vision

Portfolios and relationships built to last

As investors have become more and more sophisticated, we have evolved as investment professionals into a team of experts who offer comprehensive financial leadership. We provide independent, objective analysis and guidance for your overall financial needs.

To develop a wealth strategy that fulfils your needs both today and in the future, we consult regarding your will, insurance^†, estate planning, and life cycle needs such as education, retirement properties, and eldercare. When required, we are pleased to provide complimentary recommendations to top accountants and lawyers, or will liaise with them on your behalf.

Providing truly customized wealth management is our objective. We become familiar with all aspects of your personal and corporate needs in great detail to earn your trust and deliver personal, professional service and sound advice at all times.

We are proud of the long-standing relationships we have built, both with our clients and within our team.

^†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.

*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.