80 King Street West
St. Catharines, ON
BMO Bank of Montreal
6760 Morrison Street
Niagara Falls, ON
Vice-President & Portfolio Manager
Tel: (905) 354-1211
|In June 2013, Robert accepted the invitation to join BMO Nesbitt Burns. He leads Hesp Wealth Advisory and its group of financial professionals. Hesp Wealth Advisory offers the full spectrum of wealth management services creating customized client solutions with the resources of BMO and various highly skilled partners. The core of the practice is compliance, looking after the client well, and experiencing the unwavering power of the client-advisor relationship.
In 1993, Robert joined the investment industry and his credentials include Fellow of the Canadian Securities Institute (FCSI), Certified International Wealth Manager (CIWM), Financial Management Advisor (FMA), Canadian Investment Manager (CIM) and Certified Financial Planner (CFP) from the Financial Planners Standards Council. Robert builds clients tax-efficient strategies to build and preserve their family’s wealth.
Constantly improving his client families wealth experience, Robert developed The Hesp Wealth Leadership Program™, The Family Lynchpin Program™and The Rate of Return Report Card™ for extensive use in his practice with its unique focus "We look after families…100% Global Family Wealth for Accredited Investors™.” He actively enhances his perspective and understanding of global family wealth and fiduciary responsibility by dialoging regularly with colleagues in Canada, the U.S.A., China, Switzerland and The Bahamas.
Robert also provides wealth and investment advice to US residents, trusts and corporations, in particular, who desire a Canadian global investment perspective.
At the beginning of his financial services career, Robert served his clients as an Investment Advisor with Richardson Greenshields of Canada which merged into RBC Dominion Securities. He served Canada as an officer with The Royal Canadian Regiment and earned his B.A. in Political Science from Wheaton College, Illinois.
As an investment and wealth educator, Robert presented at Shanghai University of Economic and Finance, Central University of Economic and Finance (Beijing), Brock University and other Canadian educational institutions advocating the financial services industry. Since 2009, CSI Global Education Inc. has employed him periodically as a short-term occasional contractor in various roles including Subject Matter Expert (SME), Senior Academic Specialist (SAS) and Academic Panel Expert for its China Programs regarding Wealth Management in Canada and China. Earlier in his career, the Investment Learning Centre of Canada, part of the CSI, hand-picked him to be one of the first approved instructors for the Intelligent Investor Seminar Series.
Actively participating in his community, Robert has supported and volunteered for The Red Cross, The Chamber of Commerce, The Rotary Club, his church, federal and provincial political parties, and other organizations.
For balance, fitness and pleasure, Robert enjoys skiing, travel, motorcycling, sailing and the NHL family and friends. He resides with his wife in St. Catharines where his four children and one son-in-law keep the house busy.