Richard Herman CIM®
Senior Portfolio Manager, Senior Investment Advisor
Email
Phone: 613.907.0733
Cliff Robertson CFP ®, CIM ®, FCSI ®
Portfolio Manager, Associate Investment Advisor
Phone: 613.907.0732
Patrick Herman
Associate
Phone: 613.907.0706
Please fill out the form below with your inquiry and we will reach out as soon as possible.
Your question is a required field.
Special characters are not allowed here. Please provide valid input for this field.
Your Name is a required field.
Your Email is a required field.
Provided email is formatted incorrectly. Please enter a valid email address
The sum of the numbers is incorrect.
343 Preston Street, Suite 300Ottawa, Ontario K1S 1N4 Phone: 613.907.0733
Richardson Wealth is one of the leading independent wealth management firms in Canada. We offer the personal touch of a boutique firm while simplifying the complexity of your wealth and delivering results in every part of your life, now and for the long term.