Robert Bouchard is Senior Wealth 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 & Professional Corporations;
Retirement Planning / Retirement Income planning.
Related Education, Experience, and Achievements:
Financial Services experience since 1993;
Chartered Financial Planner (with Honors);
Certified Investment Manager Designation (CIM);
Certified Financial Planner Designation (CFP);
Canadian Insurance Course (LLQP);
Additional experience includes:
Past Executive Board Member of the Dauphin & District Community Foundation;
Past President of the Canadian Association of Farm Advisors—Parkland Chapter;
Seth Gares is our Associate Financial Advisor. As an Associate Advisor, he is focused on helping clients make the most of their financial resources through effective investment strategies.
Seth has a Bachelor of Commerce Degree and has worked in the financial industry since 2018. His previous experience allowed him to build a set of skills that will help clients manage the intricacies of their investments.
Seth is currently working through the education requirements to obtain his Certified Financial Planner designation. He has already completed many investment related courses in addition to his B.Comm degree which has provided him an outstanding foundation of knowledge he can continue to build on.
When Seth is not in the office, you can typically find him on the golf course, spending time with his wife, Kayla, or studying for his next designation.
Carla has over 30 years experience in management within the banking and financial services industry.
She is responsible for the administration of the team, processing transactions as well as managing most day to day client service requests and scheduling client meetings.
Carla has completed various financial industry areas of study including the Canadian Securities Course (CSC) and the Branch Compliance Officers Course (ICB)