Meet the Group
Robert N. Hesp, B.A., CFP, FMA, FCSI
Chartered Professional (Ch.P.) Strategic Wealth
Investment Advisor - Insurance Representative
Robert N. Hesp, B.A., CFP, FMA, FCSI, is a highly qualified professional Investment Advisor with RBC Dominion Securities Inc. He leads The Hesp Wealth Management Group of RBC Dominion Securities, a group of financial professionals offering the full spectrum of Wealth Management services creating customized client solutions with all the resources of Canada's most trusted and largest provider of financial services - RBC Financial Group. The Hesp Wealth Management Group accesses all wealth management services including investing, retirement planning, business planning and wealth protection to help its clients achieve their continued success.
Robert joined the investment industry in 1993. His credentials include the Chartered Professional (Ch.P.) Strategic Wealth, Fellow of the Canadian Securities Institute (FCSI), Financial Management Advisor (FMA) and the Certified Financial Planner (CFP) designation from the Financial Planners Standards Council. During his initial career building years, he served as an officer with The Royal Canadian Regiment. Robert earned his Bachelor of Art's (B.A.) degree in Political Science from Wheaton College, Illinois.
Committed to growing, managing and preserving his clients' wealth, Robert leads the Group by recommending quality investments and providing outstanding client service. As a result of his consistent efforts, he has built a solid and growing clientele and wealth management practice based upon trust, value-added service and superior service. His large number of referrals from satisfied clients demonstrates his success.
Actively participating in his community, Robert provides support and volunteer services to The Red Cross, The Rotary Club, Chamber of Commerce, his church, federal and provincial parties, and other organizations. Handpicked by the Investment Learning Centre of Canada, Robert served as one of their first approved instructors for the Intelligent Investing Seminar Series.
Robert resides with his wife and four children in nearby St. Catharines.
Carla Sasso - Group Administrator
Having joined the The Hesp Wealth Management Group of RBC Dominion Securities in July 2006, Carla is the newest member of the team. As a Group Administrator, Carla directs and performs a multitude of administrative operations such as solving client queries, scheduling meetings, maintaining client files and other tasks including mailings, newsletters, seminars, and information packages.
Carla started with RBC in 1990, working extensively at our corporate head office in Toronto. Her RBC career focused mainly on client service, administration, analysis and project management. Carla grew up in Niagara and obtained her BA in Economics from Brock University.
Consulting Group Members:
Thomas Seah - Insurance Consultant
Thomas is a valued member of The Hesp Wealth Management Group of RBC Dominion Securities, helping you to create and preserve your wealth.
Thomas employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help you achieve your wealth management objectives. For more complicated situations, Thomas partners with other professional insurance advisors in the development of appropriate solutions.
Thomas focuses on both personal and corporate insurance solutions to help you increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in the endeavour, Thomas accesses insurance solutions from the top-ranked insurance providers in Canada.
Thomas began his insurance career in 1984 and is an expert in this field. He has acquired the Chartered Life Underwriter designation.
Jeremy Bridger - Private Banker
As a Private Banker, Jeremy provides comprehensive financial management to clients and their families with over $1,000,000 in debt and assets at RBC Financial Group throughout the Hamilton & Niagara regions. Clients value his discretion and responsiveness in advising them through all stages of their financial lives. Jeremy designs sophisticated banking, personalized short and long-term lending, and flexible credit packages for his clients. He has been designing and managing financial plans for RBC clients for over 8 years.
Jeremy has completed his Canadian Securities Course and Professional Financial Planning Course from the Canadian Securities Institute. He has a Business Degree majoring in Finance from Brock University and has been teaching personal finance for the Brock Finance Department since 2002.
Catherine Nicholls, LL.B, TEP - Will & Estate Consultant
As a Will & Estate Consultant, Catherine works with and supports The Hesp Wealth Management Group of RBC Dominion Securities by delivering comprehensive estate planning to high net worth clients with over $1,000,000 at RBC Dominion Securities Inc.
Catherine received her Law Degree from the University of Western Ontario in 1978 and has been a member in good standing with the Law Society of Upper Canada since 1980. She was a partner in a small law firm and primarily practiced law in the areas of residential real estate, will and estate planning and estate administration.
Catherine joined a major trust company as a Senior Will and Estate Planner in 1996 and has since then focused exclusively on this area of law.
She is a member of the Society of Trust and Estate Practitioners (STEP), the Estate Planning Council of Niagara and the Niagara In House Legal Council Group.
Should you wish to schedule a meeting with Catherine Nicholls, please contact The Hesp Wealth Management Group of RBC Dominion Securities.