He has approximately 15 years experience in the financial services industry. Robert joined Richardson Greenshields of Canada (now RBC Dominion Securities Inc.) in 1993. Robert is lead advisor for The Hesp Wealth Management Group of RBC Dominion Securities Inc., which specializes in the selection and implementation of wealth management strategies for high net-worth individuals and businesses. and RBC Dominion Securities Financial Services*. Hesp works as an Investment Advisor and Insurance Representative with RBC Dominion Securities Inc. Hesp B.A., CFP, FMA, FCSI, Chartered Professional (Ch.P.) Strategic Wealth Investment Advisor - Insurance Representative Robert N. We also welcome feedback on our first inaugural issue! Christina Caney, Director Designations & Membership (416) 681-2157 I’d like to remind you that James and I are always available to help answer questions or listen to any ideas you may have, so please keep in touch. Strategic Wealth media campaign that we ran in the Spring that generated so much positive feedback. We will also continue to run the national Ch.P. designation really is, and a networking speaker dinner that will first launch in Toronto. website that you can use to link to your email signature to give clients a better understanding as to what the Ch.P. These include our new Wealth Management Competency profile that will allow you to assess your wealth management skills & knowledge relative to your Ch.P. In addition to this regular newsletter update, we are planning the launch of several initiatives for the Fall. In the Spring, James and I reached out to a random group of Ch.P.s to get some ideas as to which membership benefits you would find valuable. We understand that the designation business is a competitive one, and CSI is committed to providing what is needed to ensure that you continue to find value in your Ch.P.
In addition to emailing you each issue of “Worth It”, we will also archive them on the Ch.P. designation, and reviews its vision and development throughout the years. Marshall delves into the roots and origins of the Ch.P. Our first issue also includes an interview with Marshall Beyer, CSI’s Senior Director of Academic Standards. Distributed solely to Ch.P.’s, features will include updates on the designation, promotional campaigns, wealth management content, success stories from fellow Ch.P.s and wealth management experts, as well as information related to membership benefits and upcoming events. We are pleased to introduce the first issue of “Worth It”, a regular update that will keep you informed and connected with CSI and showcase our plans designed to support you and the designation. Christina Caney, director designations & membership Your achievement demonstrates your leadership within the industry and your commitment to the practice of wealth management.
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