Meet our team

Richard Herman  CIM®

Director, Wealth Management & Portfolio Manager

Richard has worked in the brokerage industry for over 30 years. He was previously with ScotiaMcLeod before joining a predecessor firm in 2006. The Herman Team works with our firm because our client-centred philosophy is in line with the team’s vision. Richardson GMP has fostered an independent and entrepreneurial culture that allows The Herman Team to provide clients with unbiased advice, lower fees, sophisticated technology, and 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 BA 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. 

Cliff Robertson  CFP®, CIM®, FCSI®

Portfolio Manager

Cliff joined The Herman Team in 2004. He holds the Certified Financial Planner designation and is fully licensed to provide options and derivatives. His responsibilities include monitoring portfolios, investment selection, managing client relationships, marketing initiatives and ensuring that client’s financial goals are met.