Where expertise meets opportunity
For nearly three decades, Bessette Wealth Management has proudly served Canada’s most respected families and esteemed institutions. As a business operating within Canada’s largest full-service financial institution, we are uniquely positioned to cater to the precise wealth needs of affluent individuals and families, family enterprises, business owners, and select organizations.
Meet the team
Backed by an exceptional team
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.
Robert Bessette, PM
Amanda Friesen
Scott Russell, CBV, CFA
Thomas Bessette
Fiona Hay, CFP, CIM
Jason Palmer
David Aulenback, CFA
Harmen Aujla, CFA, CAIA
Rebecca Reiger, CA, CFP, CPA, TEP
Barb Gilbert
Michelle Amores
Jennifer MacPherson
Nahom Woldemariam
Allison Gilbert
Stacy Metz
Hiba Yasin
Partner with industry-leading professionals, from RBC and beyond
By maintaining a strong presence at the highest levels of the organization, Bessette Wealth Management clients receive access to best-in-class partners, both within and outside the organization. We facilitate and have professionals in the following areas of expertise.
Our dedicated private banking teams engage in personalized interactions with every client, leveraging the extensive capabilities of RBC. This enables us to develop advanced financial services and exclusive credit options for individuals and families who possess various sources of income and seek a comprehensive approach.
We offer:
- Private Banking
- Premier Banking
- Business Banking
We work directly with Ultra High Net Worth clients to provide tailored credit solutions and custom loan structures that facilitate long-term wealth growth, leveraging a diverse range of lending options across various products, from marketable securities to high-end real estate.
We offer:
- Real estate lending
- Securities based lending
- Specialty lending
- Trade finance
Your unique journey toward success is our priority. Our team takes the time to understand your aspirations, tailoring solutions to match your goals. Acting as your gateway to a global network of specialists, we bring together expertise from RBC and beyond to meet your distinct wealth needs.
We offer:
- Risk management
- Wills and estate planning
- Tax planning
- Philanthropy
Our top-tier team delivers integrated planning and solutions. With expertise in financial planning, tax, and legal matters, we work closely with you to develop a unified family wealth management strategy that seamlessly aligns with your existing advisors.
We offer:
- Custody and consolidated reporting
- Family governance
- Intergenerational wealth planning
- Alternative investments
- Sustainable investing
With our team's expertise in providing integrated asset management solutions, we have developed a thriving business in providing discretionary asset management services to prominent institutional clients.
We offer:
- Custody and consolidated reporting
- Board governance
- Alternative investments
- Sustainable investing
Service
Integrated planning for absolute peace of mind
With a wealth of expertise and a relentless commitment to client success, we strive to exceed expectations, providing strategic guidance and empowering our clients to create and perpetuate intergenerational wealth.
Optimized asset management and comprehensive wealth planning
Receive optimized, professional portfolio management, tax strategies, insurance solutions, and more.
Access to exceptional experts
Collaborate with our in-house specialists and external partners for best-in-class portfolio construction.
“Family office” style approach
Our team’s institutional governance expertise combined with a rigorous process ensures that your wealth is perpetuated for future generations.
Focus on risk mitigation
As objective allocators of capital, we have the resources and capabilities to adeptly navigate all levels of risk on your behalf.
Growing your wealth is our business.
—Robert Bessette
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Email:bwm@rbc.com
Phone:780-493-7714