OUR TEAM

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;

Member of the FP Canada.

With 7+ years of experience in the financial industry, I am dedicated to helping individuals and families navigate the complexities of managing their money, achieving their financial goals, and planning for a secure future. As a CERTIFIED FINANCIAL PLANNER® Professional I provide personalized financial strategies that integrate investment management, retirement planning, tax optimization, estate planning, and risk management.

My approach is grounded in building strong, trusted relationships with my clients. I take the time to understand each client’s goals, values, and circumstances to provide the best advice for their unique situation. Whether you're preparing for retirement, saving for your children's education, or looking to optimize your current financial situation, I am committed to guiding you every step of the way.

I hold a B.Comm. (Hons) degree from the University of Manitoba and my professional credentials include the CFP® designation. As a Wealth Advisor, I strive to stay informed on the latest financial trends, regulations, and tools to provide my clients with the most effective and up-to-date advice.

Outside of work, I am passionate about sports, and my community. When not at home spending time with my family, you will likely find me in a curling rink or at the golf course. I believe in the importance of giving back and am a current board member of the Dauphin & District Community Foundation.

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)