Robert Bouchard, CFP

Senior Financial Planning Advisor
Senior Wealth Advisor

Robert Bouchard is Senior Financial Planning Advisor providing a boutique wealth management experience. He uses his extensive knowledge and experience in the areas of investing, tax planning, cash flow planning, and risk management to provide customized solutions to his clients.

 

Areas of specialization include:

     * Wealth Planning for Physicians
     * Advanced Wealth Building for Professionals,
     * Sudden Wealth Planning (buy outs, business sales, farm sales, inheritance),
     * Financial Planning involving Corporations and Professional Corporations. 
     * Retirement Planning / Retirement Income planning, 

 

Related Education, Experience, and Achievements:

  • Financial Services experience since 1993;
  • Chartered Financial Planner (with Honors);
  • Certified Financial Planner Designation;
  • Canadian Securities Course;
  • Canadian Insurance Course;
  • RBC top Performer and Runner up awards for 1995, 1996, 1999-2002.


Additional experience includes:

  • Past Executive Board Member of the Dauphin &  District Community Foundation;
  • Past President of the Canadian Association of Farm Advisors—Parkland Chapter;
  • Past Member of the RBC National Investment & Retirement Planners Focus Group;
  • Member of the Financial Planners Standards Council of Canada (FPSCC).

The advice you need when you need it

We appreciate that you have worked hard to attain your wealth — and we know that you desire to do good, invest well, and pass on not only your wealth, but also your values to the generations to follow. We also know that managing your wealth can be complex and time-consuming. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. 

Recent Posts

Will Higher Inflation Lead to Higher Returns?

Nov 15, 2021

What impact will higher inflation have on investment returns? Alfred Lam and Marchello Holditch break down the current economic factors to find out....

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Energy Gridlock: The Sign of Economic Slowdown?

Oct 27, 2021

Global energy issues have caught investors’ attention over the past month. Find out how we got here and whether the shortages are the sign of a broader economic slowdown....

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The Case for Equities

Sep 29, 2021

Despite the concerns facing investors, Alfred and Marchello share their thoughts on why equities remain the focus of their portfolios....

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Robert Bouchard CFP

Senior Financial Planning Advisor
Senior Wealth Advisor

Investment services and strategies


At CI Assante Wealth Management, we will work with you to develop a personalized wealth management strategy to meet all your financial milestones. Your plan will be designed based on your goals and needs, built with best-in-class investments, and continually monitored to ensure it keeps you on track toward the future you desire. If you are looking for a financial solution that will simplify and enhance your life, please contact me for a confidential consultation.

 

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Office Address

705 Main Street South
Dauphin, Manitoba
R7N 1L6 Canada