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Email: boschmanwealth@rbc.com
Phone: 204-982-3962
Taking control of your finances or making a change can feel like a daunting task. Especially when you don’t know the steps involved in establishing a financial plan or in working with a Wealth Advisor. Our goal is to make it as seamless and as simple a process as possible. At Boschman Wealth Partners this is what our process looks like:
Reach out to us using the contact form below and we will have someone from our team reach out for a brief 15 minute call to introduce ourselves and gain an understanding of what you are looking for. We will explain our investment philosophy, our fee structure and some of the solutions we provide to our clients.
Assuming we are on the same page after that initial discussion, we will then meet and move into the consultation stage where we will look to gain a deeper understanding of your unique financial situation, and your short and long term goals. From there we will create a Net Worth statement and begin the preparation of your financial plan or Blueprint. We will also create an investment strategy designed with your own unique investment preferences, objectives and tax situation in mind.
At this point, if you see the value in our process, we’ll open accounts for you and begin the transfer process to consolidate your investments with us.
Once the investments are received, we then implement the plan risk management aspect of your Blueprint.
The process concludes with establishing our service plan for you, outlining our next point of contact and how often you’d like to meet to review your plan and portfolio.
Over time you will receive emails to keep you up to date on what is happening in the financial markets and on client events that we’ll be hosting.
We are not all things to all people, but endeavor to be all things for a small group of people. After the initial discussion, if we both determine that there isn’t a great fit with our team we will work with our partners across our RBC network to find a home of best fit for you.
Please complete the following form if you would like us to contact you. Required fields are marked with an "*".
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We are located on the 31st floor of 201 Portage Ave. Please park in the parkade located on 35 Albert St., which can be found right behind our building (to view in Google Maps, click here). We are pleased to cover your parking charges in advance; kindly email your license plate number to Kiah at kiah.morris@rbc.com before coming in.
