Whitters Wealth Management & Financial Planning

Robert Whitters, CIM, BBA, PFP

Vice-President, Associate Portfolio Manager & Wealth Advisor

506-433-7602 | Email me
506-433-7603
1-866-782-3702

Born and raised in Sussex, Bob has been working with RBC Financial Group since 1988. He spent the first 18 years of his career working in several Wealth Management positions within RBC Royal Bank. In 2006, Bob took his vast knowledge and experience with him to RBC Dominion Securities Inc. In 2015, he was made an Officer of the Firm, holding the title of Vice President. He is now using his nearly 30 years of experience to successfully help his clients with all of their Wealth Management and Financial Planning needs.

A lifelong learner, Bob graduated from Acadia University with his Bachelor of Business Administration (BBA) in 1990. He received his Chartered Investment Manager (CIM) designation in 2017. The CIM allows Bob to provide discretionary portfolio management services to his clients. This service is only offered by a select group of highly qualified advisors.

Bob continually builds on his expertise to provide his clients with the highest quality of financial advice and planning. He also holds the Personal Financial Planner (PFP) and Specialist of the Trust Institute (STI) designations. Bob has also earned the accredited Wealth Advisor title.

Bob and his wife, Susanne, live in Sussex with their 3 children: Nicholas, Joseph and Reese. An active member of the community, Bob volunteers with the Canadian Cancer Society, Meals to Seniors and local minor sports. Bob has also sat on the Boards of the Sussex Community Foundation and the Kiwanis Nursing Home. Away from the office, Bob enjoys hockey, golf and camping with his family.

Kendrick Keirstead, CFP, FMA, CIWM

Associate Wealth Advisor & Financial Planner

506-433-7609 | Email me
506-433-7603
1-866-782-3702

Kendrick joined the Whitters Wealth Management and Financial Planning team on May 1, 2017 as an Associate Wealth Advisor and Financial Planner. He brings with him nearly 25 years of experience in the financial services industry. He joined RBC Dominion Securities in August 2008 as the Firm’s sole Financial Planning Consultant for New Brunswick and Prince Edward Island. holds the Certified Financial Planner (CFP), Financial Management Advisor (FMA) and the Certified International Wealth Manager (CIWM) designations. He is also insurance licensed in New Brunswick.

Kendrick's educational background and extensive experience working with high net-worth clients, combined with RBC Dominion Securities’ tools and resources, has enabled him to be able to provide his clients with exceptional advice. He enjoys meeting with clients and taking the time to understand their financial goals and ambitions. He then takes that information and turns it into tailored wealth management strategies that enable clients to meet their goals, maximize their wealth and minimize tax.

Kendrick is proficient in his ability to simplify the most complex financial situations and present the essential information to his clients in a way that is easy to understand.

Kendrick graduated from Sussex Regional High School in 1986 and lives in Quispamsis with his wife Vickie (Steeves) Keirstead and their two children Sarah and Blake. He enjoys outdoor activities and volunteers for his children’s local school groups. He has also been involved in local minor sports.

Susan Burger

Associate

506-433-7601 | Email me
506-433-7603
1-866-782-3702

Susan was born and raised in Grand Bay, N.B. She graduated from Modern Business College in 1987. She then worked as a Human Resources Administrator with Baxter Foods in Saint John for 15 years.

In 2005, Susan began her career with RBC Dominion Securities Inc. in Saint John in the Securities Cage. She then made her way to the new Sussex Sub Branch as the Administrative Assistant for Bob Whitters. Susan’s role has since been increased to that of a fully licensed Wealth Management Associate with the Whitters Wealth Management and Financial Planning team.

Susan has completed many industry courses over the years, including the Canadian Securities Course and the Conduct & Practices Course with the Canadian Securities Institute. In addition, she is required annually to obtain Continuing Education Credits for her position.

Susan is the team's client service manager and special projects coordinator. Susan handles all administrative requests for clients of the Whitters Wealth Management and Financial Planning Group. She has a solid understanding of wealth management principles, along with strong integrity, and a compassionate approach to client services.

Susan’s consistently strong performance has not gone unnoticed. She has been awarded The Award of Excellence in 2014, 2016 and 2017 and was the winner of the RBC Performance Cruise in January 2015.

Susan lives in Sussex, NB. She enjoys gardening and travelling and especially loves cooking. She takes great pleasure in treating her family and friends to her homemade chocolates and candies.

Contact Susan to find out how her expertise and experience can help your wealth management plans.

Dawn Northrup

Associate

506-433-7601 | Email me
506-433-7603
1-866-782-3702

Dawn joined the Whitters Wealth Management and Financial Planning team in 2015. She had been energetically involved in the financial services industry for over 20 years while employed with RBC Royal Bank in Sussex. Throughout that time, she gained a wealth of knowledge from her various roles.

Dawn’s passion for providing excellent client service has helped her build strong client relationships throughout her career. While at RBC Royal Bank, she excelled as a Top Performer and earned many awards. These included the membership in the Regional President’s Club from 2009 to 2014. She also won the Silver Award in 2010, the Gold Award in 2012 and the Silver Award in 2013. The highlight of her career, so far, was being awarded the 2004 Royal Performance RBC Cruise. She was also awarded the prestigious RBC Lighthouse Pin in 2010.

It did not take long for Dawn to showcase her customer service talents at RBC Dominion Securities. She was awarded the “Award of Excellence” in both 2016 and 2017.

Dawn is a fully licensed Associate. She has completed various industry courses including the Investment Funds of Canada Course, the Canadian Securities Course and the Conduct and Practices Handbook. She also keeps current with the annual industry continuing education credits.

As an Associate, Dawn is your first point of contact for administration issues. She takes care of detailed requests and enquiries for our clients. She also schedules and helps prepare for client meetings. She is a key driver at tax time to ensure our clients have all the needed documentation.

Outside of the office, Dawn loves to travel, shop, and garden. Her real passion was growing giant pumpkins with her husband, Bill. Her dedication and attention to detail shines in the pumpkin patch as countless hours is spent burying vines and watering. The biggest pumpkin we grew was 1813 pounds in 2013 and it is still holding the Maritime Record. With that weight, Dawn and Bill were recognized as one of the top three growers in the world for that season. It then qualified them for a trip of a lifetime to New York City where they displayed their pumpkin at Grand Central Station. It was carved and on display at the New York Botanical Gardens.

Putting you first with a team approach.

 

Bob Whitters has a team of specialists in place to ensure that his clients receive efficient, expert, and friendly service. 
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