Robert Bouchard, CFP

Senior Wealth Advisor

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 and Professional Corporations. 

• Retirement Planning / Retirement Income planning, 

 Related Education, Experience, and Achievements:

• Chartered Financial Planner (with Honors);

• Certified Financial Planner Designation (CFP);

• Certified Investment Manager Designation (CIM);

• 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.