Meet our team

Richard brings over 40 years of experience in the investment industry to every interaction. Over the course of his career, he’s guided clients from the early stages of their career and family life through to retirement and the passing of wealth and legacy onto the next generation. That connection with clients is what drives him every day.

Richard began his career at a major financial institution and worked at a large wealth management firm before joining Richardson Wealth in search of an independent and entrepreneurial culture that allowed The Herman Team to provide clients with unbiased advice, lower fees, sophisticated technology, and insightful research. Many relationships he built early in his career are still clients today.

Richard graduated from the University of Ottawa with an Honours BA in Economics and is fully bilingual. He has the Level II Life Insurance license and remains active in the community by supporting the United Way, the Children’s Hospital of Eastern Ontario. He also offers a University of Ottawa bursary.

When he’s not supporting clients and his community, Richard likes to hike or ski in Tremblant, play golf and travel.

Cliff possesses a natural talent for connecting clients’ objectives with their investment portfolios. He carefully assesses client needs, selects appropriate investment strategies, and continuously monitors portfolios to ensure clients remain on track to meet their financial aspirations.

 

Drawn to the financial sector from an early age, Cliff began working and saving at 13 and opened his first investment portfolio at 18. Since joining The Herman Team in 2004, he has played a key role in supporting clients as they pursue their unique financial milestones and navigate different stages of life.

 

Cliff is a licensed Portfolio Manager and holds the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Responsible Investment Specialist (RIS), and Fellow of the Canadian Securities Institute (FCSI®) designations. He is actively engaged with various industry committees and is a dedicated advocate for the Canadian Cancer Society.

 

Outside of his professional responsibilities, Cliff enjoys travelling, working on improvements to his parents’ acreage, cheering on the New England Patriots, and spending time with his family, including frequent visits to his nieces Piper and Libby, and his nephew Fletcher in Calgary.

Patrick brings a unique perspective to the multi-generational team. His days are divided between managing client accounts, one-to-one interactions, portfolio trading and research. In his short year and a half with The Herman Team, Patrick has become a critical part of helping clients achieve their goals.

Interested in the industry from a young age, Patrick pursued an Honours BA in Economics with a focus in Management from the University of Ottawa. While courses in financial econometrics, macroeconomics, and statistics helped lay the foundation, working in the industry with clients and their unique needs convinced Patrick it’s the right career for him.

In addition to his BA in Economics, Patrick has completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook  course (CPH) and has recently completed the Wealth Management Essentials course (WME).

In his spare time, Patrick enjoys everything the outdoors has to offer including camping, mountain biking in Gatineau Park, skiing Tremblant, going for hikes with his dog, Lola, and playing golf.

Thomas is the newest member of The Herman Team, joining in January 2026. In his role, Thomas provides dedicated administrative and operational support to help deliver efficient, high-quality service to clients.

Drawn to the financial services industry, Thomas appreciates the fast-paced, dynamic nature of wealth management and values the opportunity to contribute to work that directly supports clients’ financial well-being. Having recently completed a Bachelor’s degree in Criminology from Simon Fraser University, he is enthusiastic about building his career in wealth management and enhancing the client experience.

Originally from Surrey, BC, Thomas spent 22 years on the West Coast before relocating to the Ottawa–Gatineau region to be closer to his siblings and two nephews. Outside of work, he enjoys staying active through a variety of sports, including floor hockey, basketball, dodgeball, and volleyball.