Ryan Herr, BAH, CFP®, CIM®
Financial Planner
Ryan is a graduate of Queen’s University with a Hons. B.A in Political Science. He then went on to Humber College in Toronto where he graduated with a Graduate Certificate in Financial Planning. Ryan received his designation as a Certified Financial Planner (CFP®).
Ryan enjoys working in the family firm. He particularly enjoys meeting with clients and helping them work towards their financial goals. He appreciates the creativity that needs to be part of every financial plan to help clients meet their needs, and finds it very fulfilling to take the stress out of financial planning for clients.
As a registered CIRO investment advisor, and a Chartered Investment Manager (CIM®), Ryan believes that investment strategies and solutions that look at growth, diversification, retirement and income are an important part of any financial plan.
Ryan loves spending time with his wife Rachele, daughter Evelyn and dog Winnie (who is also the self-appointed head of security for Herr Wealth Advisory). He enjoys outdoor activities including golfing, skiing, and hiking. He’s also very passionate about watches, formula one and high-performance cars.