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The Herrick Wealth Difference

A Complete Approach to Wealth Management

At Herrick Wealth, we simplify your life by meeting all of your wealth management needs in one place. You may have a number of professionals who provide you with sound advice in their areas of expertise; however, each may be making recommendations without the full knowledge of the others’ advice. As your main source for all of your wealth needs, I can help you make the right decisions.

Through a personalized, comprehensive approach to wealth management, Herrick Wealth provides access to a broad range of services and solutions supported by an in-house network of wealth planning experts including investment analysts, accountants, lawyers and estate planning consultants.

As your trusted advisor, we pull all the pieces together to provide you with the big picture – an overall perspective that integrates all aspects of your situation. Together, we will review and evaluate your current financial affairs to formulate a plan that encompasses your entire financial well-being, from investments and insurance, to tax planning and estate planning, to your personal and family wealth, to your business interests.

Our Services

Herrick Wealth is a full-service comprehensive wealth management firm delivering personalized service to each and every client.

Reliable Expertise & Care

At Herrick Wealth, we believe that our clients come first. Our commitment to client-focused service is at the forefront of everything we do, and we are dedicated to looking out for their well-being and financial success. As a trusted choice in this industry, we strive to provide reliable and expert guidance to our clients, ensuring that their investment portfolios are aligned with their financial goals and aspirations. Our experienced team of professionals is committed to delivering personalized and comprehensive wealth management services, tailored to meet each client’s unique needs. Whether you’re just starting to build your wealth or looking to grow and preserve your existing assets, Herrick Wealth is the partner you can count on to help you achieve your financial objectives.

Mutual fund products, investment services and recommendations are offered through Assante Financial Management Ltd. Insurance products and services are provided through Assante Estate and Insurance Services Inc. Wealth planning services may be provided by an accredited Assante advisor or through CI Assante Private Client, a division of CI Private Counsel LP, or a non-affiliated third party. Integrated Planning Group is an outside business activity that may offer non-securities-related financial planning services. Any specific investment recommendations provided by Herrick Wealth must be done through Assante Financial Management Ltd. (“Assante”), a registered mutual fund dealer. Assante is not responsible for any service or product supplied through Integrated Planning Group.
Assante Financial Management Ltd. is a member of the Mutual Fund Dealers Association of Canada and MFDA Investor Protection Corporation (excluding Quebec).