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Strengthened by our strategic partnerships, we harness the collective expertise of our team to ensure our clients receive the best advice and access to a network of trusted resources for optimal outcomes.
Portfolio Manager
Investment Advisor
Portfolio Manager & Wealth Advisor
Associate Portfolio Manager
Associate
Associate Advisor
Wealth Planning Specialist
Wealth Associate
Administrative Assistant
Bob embarked on his career as an Investment Advisor at RBC Dominion Securities right after completing his Bachelor of Commerce degree at the University of Alberta in 1997. During his early years, he focused on hiring and developing young talent, recognizing the significance of fostering a strong team. In 1999, he was offered a Branch Manager role in Edmonton while continuing to manage his own book of business. This experience allowed him to gain valuable insights into effective business practices and shaped his vision of building a thriving advisory practice.
Today, Bob takes pride in serving as a trusted advisor to families with complex wealth needs, driving revenue growth and spearheading the development of his business, Bessette Wealth Management. He prioritizes the creation of a robust organizational infrastructure and places a strong emphasis on business development. While he remains a key point of contact for clients, he also nurtures a team-focused approach, ensuring a consistent and exceptional client experience across his team.
Bob's passion extends beyond his professional endeavours. As a proud Edmontonian, he actively engages in various community roles, including as former Chair and current Emeritus Board Member for the University Hospital Foundation, Board Member for the Edmonton Opera, and many other committees and initiatives.
After managing his own contracting business for 10 years, Tom began his career in the financial services industry in 2012. Prior to joining RBC Dominion Securities, he spent more than six years as a commercial insurance broker, gaining a comprehensive understanding of clients’ unique needs in order to place liability coverage on a wide range of risk exposures. This experience attuned his awareness and sensitivity to risk and shaped his conservative approach to wealth.
In his current role, Tom combines his measured risk mindset with his passion for getting to know each family’s individual circumstances to provide disciplined and truly personalized service. Tom specializes in building tax-efficient wealth management plans with a focus on the preservation of investment capital. Working collaboratively with his extended team of RBC experts, Tom provides access to a vast suite of wealth solutions to help clients secure the financial future they’ve envisioned.
In his free time, Tom enjoys spending time with his wife, son and their dog, including plenty of time outdoors at the dog park. He can often be found cheering his son on at sporting activities and coaching soccer and baseball.
Fiona has a unique ability to form meaningful relationships and understand clients' needs. Her desire to help her clients – in whatever capacity – is of utmost importance to her.
Fiona began her financial career in 1993 as a Private Banker, managing portfolios for high-net-worth clients. She honed her skills in banking and client relations, later becoming a Private Wealth Consultant focused on investment management and estate planning. A decade later, she embraced her passion for managing client relationships as an investment counselor and estate planner across different jurisdictions, including Calgary, Kelowna, Regina, and Saskatchewan. Along with this experience, she achieved designations as a Chartered Investment Manager (CIM), Certified Financial Planner (CFP), and Insurance Representative.
In 2014, Fiona joined RBC Dominion Securities. Today, as a Portfolio Manager and Wealth Advisor at Bessette Wealth Management, Fiona continues to excel in relationship management and business development. As a lead for 70 client relationships, she thrives on problem-solving and finds fulfillment in guiding clients through estate planning, risk management, and team integration.
Dedicated to advancing the roles of women in our industry, Fiona is a mentor both within RBC Wealth Management and through the University of Alberta’s Career Mentoring Program. In her spare time, she enjoys spending time with her family and friends, travelling, hiking, cycling, yoga, and reading.
Having earned a Bachelor of Commerce (with Distinction) from the University of Alberta, Scott's academic journey has included earning prestigious designations and credentials like the Chartered Financial Analyst (CFA), Chartered Business Valuator (CBV), and Chief Compliance Officers Qualifying Examination (CCO).
His financial markets journey largely began when he was one of 10 students selected into the Program for Research and Investment Management Excellence at the University of Alberta's School of Business. Since then, his experience includes institutional equity research whereby he gave stock recommendations on a variety of publicly listed companies to global institutional investors and some of Canada’s largest retail wealth advisory practices. He has also provided merger and acquisition advisory services, along with raising significant debt and equity capital for public and private companies within the investment banking industry.
Prior to joining Bessette Wealth Management, he acted as an Institutional Portfolio Manager for one of Canada's largest corporately sponsored pension funds. In his role, he managed active North American equity strategies and was part of the team selecting global and domestic equity managers. As part of the Fund's portfolio management team, he set strategic and tactical asset allocation. Since joining the team in early 2022, Scott has been heavily involved in all aspects of BWM’s portfolio construction, manager due diligence and internal security selection.
Born and raised in Edmonton, Scott most values the time he spends with his family. A passionate supporter of the University of Alberta, for over a decade he has been mentoring students in several capacities including in some of the University's most important external facing business case competitions like the Global Investment Research Challenge hosted by the CFA Institute.
With a Bachelor of Business Administration, specializing in Finance from the Northern Alberta Institute of Technology, and a Chartered Financial Analyst (CFA) accreditation, David brings a strong educational foundation to the financial services industry. Joining the field in 2012, he started as a teller at Servus Credit Union before joining Bessette Wealth Management.
Today, David's primary responsibilities revolve around portfolio construction and trading, where he plays a crucial behind-the-scenes role in ensuring the effective management of our clients' investments.
Hailing from Edmonton, David is deeply connected to his community and finds fulfillment in contributing to the financial well-being of others.
With a Bachelor of Commerce from the University of Alberta and a passion for financial markets, Harmen embarked on a journey into the world of finance. Growing up in Edmonton, Alberta, he has always had a keen interest in the intricacies of the industry. Holding the esteemed Chartered Financial Analyst (CFA) designation, Harmen is well-equipped to navigate the complexities of the financial landscape.
Joining the financial services realm in 2018, Harmen found his calling driven by his fascination with financial markets. His early roles as Jr. Marketing and Pricing Analyst showcased his prowess in data analysis, pricing strategies, and financial concepts execution. In 2022, Harmen joined Bessette Wealth Management.
As Associate Advisor, Harmen’s role is multifaceted. From relationship management to portfolio modeling, investment research, and trading, he ensures the seamless functioning of various investment aspects. Conducting portfolio reviews and addressing client queries, Harmen thrives on the opportunity to learn from successful individuals across diverse industries. By immersing himself in collaborative work with the investment team, he continually enhances his grasp of the investment world, seeking to deliver exceptional results and insights.
Beyond his professional endeavours, Harmen enjoys spending quality time with family and friends.
Rebecca, a numbers enthusiast hailing from Grande Prairie, Alberta, has built an impressive career in the financial services industry. With an unwavering commitment to her profession, she excelled as a Senior Manager for another major firm, specializing in tax compliance and planning for high-net-worth families and business owners.
In 2016, Rebecca embarked on a new chapter in her career by joining Bessette Wealth Management as a Wealth Planning Specialist. Today, she brings her extensive tax expertise to the table, focusing on estate planning, effective tax structures, intergenerational wealth planning, and business succession planning. Rebecca serves as a vital link between her clients and other wealth management specialists, ensuring comprehensive and tailored financial solutions.
Outside of her professional endeavours, Rebecca dedicates her time to supporting her son's activities in karate, baseball, and hockey. She actively supports her church and charities aiding people in need.
Holding a Business Administration Diploma from the Northern Alberta Institute of Technology, Barb began her journey in the financial services industry in 1992, drawn by her passion for finance. Over the years, she has continued to enhance her education, completing the Canadian Securities Course (CSC) and the Professional Financial Planning (PFP) course.
Her expertise is invaluable and since 2007, she has been an integral part of Bessette Wealth Management, where she continues to excel in client service, coordinating tasks, and serving as a reliable first point of contact. Barb finds fulfillment in providing clients with solutions to their needs and accomplishing their goals, earning their trust and appreciation along the way. Embracing the creative aspects and diverse tasks her role offers, she actively contributes to the growth of our business.
Outside of work, Barb remains actively involved in the community, be it through organized sports and country-western dance, or through supporting various charitable causes like the Stollery Children's Hospital Foundation, University Hospital Foundation, and the Ronald McDonald House.
Equipped with a strong background in the financial services industry, Michelle excels in operational roles, showcasing exceptional problem-solving, time management, and organizational skills. Her journey started when she joined a boutique firm on Bay Street as branch administrator and discovered her passion for the financial world.
In 2006, Michelle embarked on a new chapter, joining RBC Dominion Securities and eventually becoming part of Bessette Wealth Management in 2012. As an associate, her primary responsibilities revolve around client service, efficiently executing their requests, and providing prompt resolutions to their inquiries. Over the years, she has built strong relationships with her clients, allowing her to witness their financial growth and celebrate their successes.
In her spare time, she enjoys exploring greenhouses, farmers' markets, and spending quality time with family and friends.
Jennifer embarked on her financial services career in 2009, driven by her passion for financial planning and a strong desire to help individuals become financially literate. With a focus on continuous learning and making a positive impact, Jennifer gained valuable experience over the years. She worked in various roles, including portfolio management and client servicing, while also developing a deep understanding of the operational aspects behind the scenes.
Currently, Jennifer plays a pivotal role on our team, where she provides essential support for Bob and his clients. Her primary responsibilities revolve around providing exceptional client service, facilitating daily transactions, and assisting with the management of client contacts. She finds great fulfillment in helping clients gain a better understanding of their investments, building strong relationships based on trust, and delivering personalized service.
Beyond her professional pursuits, Jennifer cherishes spending quality time with her family. As a relatively new resident of Edmonton, she embraces the opportunity to explore the city and province with her family.
With a Bachelor of Arts in Economics from the University of Alberta, acquired in 2016, Nahom brings a strong educational foundation to his role. His commitment to excellence is further demonstrated by his completion of the Canadian Securities Course (CSC). In 2021, he embarked on his financial services journey, leveraging his sales background to ensure client satisfaction.
Since joining Bessette Wealth Management in 2022, Nahom's dedication to client support continues to shine through. His role is centered on ensuring that clients receive seamless service, with a full understanding of all aspects of support that Bessette Wealth Management provides.
Hailing from Edmonton, Nahom is deeply rooted in his community. Beyond his professional commitments, he dedicates time to his beloved dog, Zeus, and his family.
In 2017, Allison embarked on a career switch, diving into the world of financial services. Before that, she managed retail stores, showcasing her knack for adapting to change. She became a part of Bessette Wealth Management in 2020.
As an administrative assistant, Allison handles important tasks like EFTs, bankwires, and client requests. Her role ensures smooth operations behind the scenes. Allison's favourite aspect of her work is getting to know our clients' stories.
Having grown up in Edmonton, Alberta, Allison is rooted in her local community. She actively supports local charities, especially the Ronald McDonald House, as she has seen firsthand the positive impact this facility can have for people who are experiencing tough times.
Armed with a Finance education from Northern Alberta Institute of Technology’s School of Business, Stacy’s passion for numbers, Excel, Word programs, and administrative tasks led her to embark on a fulfilling career in financial services.
Over the years, Stacy has held roles such as Financial Service Representative, Financial Service Manager, Account Manager, and Administrative Assistant. These experiences helped uncover her current niche, which involves assisting clients with their everyday financial needs.
Joining Bessette Wealth Management in 2023, Stacy's role revolves around providing essential administrative support and coordinating team functions. From answering routine questions and managing client interactions, to supporting her team with daily tasks, managing and distributing information, answering phones, and other administrative work, she ensures the smooth flow of operations.
Stacy's favourite part of working with clients is helping them achieve their financial goals. Originally from Trinidad and Tobago, she now lives and works in Edmonton. Beyond work, Stacy values quality time with her family, engaging in travel, hikes, community activities, museum visits, art galleries, and supporting her kids' recreational activities.
