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Contact Us

Robert N. Hesp, CFP, FCSI, CIWM
Li Yu 俞笠, MBA
Jessica Banka
Frank Lapierre, CFP®, CLU
James Waters, BBA, CFP, CIWM

Tel: 1855-305-2851
Tel: 905-354-1211

Address
80 King Street West
Suite 600
St. Catharines, ON
L2R 7G1
Map

Other Locations

BMO Bank of Montreal
6760 Morrison Street
Niagara Falls, ON
L2E 6Z8

Our Practice Partners

Working with Hesp Wealth Advisory provides you with access to the broadest selection of wealth management solutions and services available today through BMO Nesbitt Burns. We work with a team of experts who are able to provide our clients with a holistic approachto investing.
 
Estate and Insurance

Many people are concerned about their financial security in retirement and preserving the value of their estate for the next generation. Asset preservation is an integral component of any financial plan. Insurance can play an important role in your financial plan as a tax-efficient asset preservation tool. In working closely with Hesp Investment Advisory and our Estate and Insurance Advisor we can provide you with the insurance solutions best suited to complement your wealth management strategy.

Frank Lapierre, CFP®, CLU
Estate & Insurance Advisor
BMO Estate Insurance Advisory Services Inc.

Frank creates solutions tailored to each unique situation by providing guidance to affluent families, professionals, entrepreneurs and business owners with putting the right pieces in place to protect what is most valuable in life.  His mission is to help clients develop an awareness and understanding of wealth and estate planning strategies through the creation of powerful solutions that achieve their objectives in a tax-efficient and cost-effective manner. He provides comprehensive advice for intergenerational wealth planning through estate creation and preservation, risk management through personal and corporate insurance planning, and retirement planning through tax-based wealth accumulation and income strategies, all with an emphasis on the elimination of taxes.  Frank routinely corrects or enhances situations where coverage is already in place, specializing in high net worth clients and their unique challenges including business succession, estate planning and family dynamics.

 

Wealth Management Consulting Team

BMO Nesbitt Burns has assembled an extended team of industry experts and designated specialists with whom Hesp Wealth Advisory can partner on your behalf should your needs require it. Backed by this group of accountants, lawyers, insurance professionals, tax and estate specialists, we can provide a comprehensive approach that incorporates your wealth and life management needs, interests and aspirations. 

James Waters, BBA, CFP, CIWM
Director, Wealth Planning
BMO Wealth Management

Analytics and analysis have always been James’ forte and he is passionate about helping people. As a result, James has been captured by the art of Financial Planning since first being exposed to it in school. Since 2008, he has made it his mission to develop his craft to be at the absolute pinnacle of the industry. At BMO, James is part of an integrated team of in-house technical specialists that work together to facilitate a superb client experience that delivers customized solutions to address the unique and complex needs of clients.

James has been in the Wealth Management industry nearly a decade. During this time he has worked at boutique investment firms, large insurance companies and as a subject matter expert for Moody’s Analytics. James has experience with the creation and implementation of complex financial plans to service high net worth families and individuals including professionals, executives, business owners and professional athletes

Outside of work, James enjoys competing in sports including softball, golf, and hockey or coaching ski racing and soccer. If you do not see him creating a yard sale on the hill, tripping over the blue line or trapped in a golf bunker, he is likely on a hike with his family around one of the many trails in Hamilton. James currently resides with his wife and family in Burlington.
 

Linda Leung, CPA, TEP
Director, US Tax Planning
Wealth Group, BMO Nesbitt Burns

Linda is responsible for providing Investment Advisors and their clients with Canadian and US tax planning support. Before joining BMO Nesbitt Burns, Linda was a member of a global tax team at a large consulting firm where she assisted individuals in understanding the Canadian, US and international tax implications of their various forms of compensation. Prior to that, she was employed by a large, international accounting firm in their International Assignment Services and Small Business tax groups.

Linda has expertise in US personal tax matters and can provide guidance on cross-border personal income tax issues. In her previous role, Linda was also involved in the design and execution of global executive compensation and share plans.

Linda is a Certified Public Accountant (CPA) and a member of the Society of Trust and Estate Practitioners (TEP).

 

John M. Paniccia, CPA, CA, CBV 
Business Advisory & Succession Planning - Central Canada
Wealth Group, BMO Nesbitt Burns

John is an experienced business advisor and brings a broad base of technical and business planning experience to BMO Wealth Management. John offers individuals and business owners expertise in business succession, transition, sale, M&A, insurance and valuations for the purposes of wealthplanning and transfer.

John has over 15 years of experience primarily in the Big 4 professional services firms, as well as experience in a family owned private business. Within professional practice, John has lead a significant number of complex business valuations and business advisory engagements for private and public companies involved in a variety of industries in connection with M&A, corporate reorganizations & income tax planning, shareholder disputes, corporate finance activities, as well as succession, tax & estate planning for private business owners.

John holds an Honours Degree in Business Administration from the Schulich School of Business, York University, and is a Chartered Accountant (CPA, CA) and a Chartered Business Valuator (CBV).

 
BMO Private Banking
 

Christopher Short, CFP®
Private Banker
BMO Private Banking

Christopher joined BMO Private Banking in the summer of 2011 as a Private Banker, responsible for the relationship management of Platinum Banking clients in the Hamilton & Niagara Region. Christopher specifically provides financial advice and solutions relating to the needs of affluent individuals and their families. With an exclusive client list, Christopher is available to you and has the time to focus on your particular needs and to be proactive around them.

Prior to moving back to his hometown in Niagara, Christopher developed knowledge and experience in the financial service industry as a Commercial Account Manager with BMO Bank of Montreal based out of First Canadian Place in Toronto. Christopher’s depth of experience in both Personal and Commercial banking position him well to service his client base of successful business owners and professionals.

Christopher’s designations include Bachelor of Business Administration (Honors), Concentration in Entrepreneurship – Brock University, CERTIFIED FINANCIAL PLANNER® professional, Personal Financial Planner (PFP), and Investment Funds in Canada (IFC). Christopher Short is an employee of Bank of Montreal, an affiliate of BMO NBI. Bank of Montreal is not a member of the Investment Industry Regulatory Organization or a Member-Canadian Investor Protection Fund.
 

 
Bank of Montreal
 
Amber Hameed
Lending Specialist
BMO Bank of Montreal

BMO Specialized Lending is one of the preferred personal lenders of BMO Nesbitt Burns.  Working collaboratively, we can manage your immediate lending needs, while ensuring there is a plan in place to optimize your debt.  No matter what you are planning, having the right debt solutions in place is a critical aspect of your financial plan. 
 
Amber Hameed is one of our dedicated Lending Specialists for BMO Nesbitt Burns for last 5 years.  Amber comes to us with 20 years of experience in the financial industry.  Whether you are purchasing a new home or an investment property, implementing a wealth creation strategy, or helping your children purchase their first home, Amber will customize the right financing solution to meet your needs.  Amber is here to assist customers of Hesp Wealth Advisory by providing flexible, mobile and personalized lending service, at their convenience.  We welcome you to contact Amber with any questions.
 

Amber Hameed is an employee of Bank of Montreal, an affiliate of BMO NBI. Bank of Montreal is not a member of the Investment Industry Regulatory Organization or a Member-Canadian Investor Protection Fund.