Richard Herman CIM®
Senior Portfolio Manager, Senior Investment Advisor
Email
Phone: 613.907.0733
Cliff Robertson CFP ®, CIM ®, FCSI ®, RIS
Senior Portfolio Manager, Associate Investment Advisor
Phone: 613.907.0732
Patrick Herman CIM®
Associate Investment Advisor
Phone: 613.907.0706
Tom Proulx
Assistant
Phone: 613.907.0734
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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.