What clients say

D.K.

I have been fortunate to have been investing with Boschman Wealth Partners for several years now, and in particular dealing with my main contact, Chris Carriere. Their team handles all of my investments, as well as the planning and overview of my entire financial picture as I look towards retirement.

As a life-long, self-employed business owner with no pension, it was imperative that I find a team of experts who could guide me, not just in investing but also in efficient tax and financial goal planning, spoken to me in a language that I can understand. I have found this with Boschman Wealth Partners, all while my returns have exceeded my expectations. I highly recommend their team!

G.H.

I have had the pleasure of dealing with Vince Boschman and company now for probably close to 20 years, including the great 2008 market “downturn”!

Through all types of economic weather, he always made me feel that my investments were important, and I have grown very comfortable with Vince’s calm, professional financial management style.

Vince speaks to me in a manner that helps me to understand the intricacies of the turbulent investment world that allows me to sleep at night regardless of market conditions, as I know I am in good hands! I am definitely financially “wiser” due to his advice and fund management!

Dr. C.J.

I have always been intimidated by investing and as a result, have taken a hands off approach. The complexity of investing seemed too great. Five years ago, with the prospect of retirement looming I questioned whether I was getting the highest possible return on my hard earned money. Another opinion was required and Vince Boschman came very highly recommended.

I met Vince 5 years ago. He has been very sensitive to my interests and concerns. He has been extremely approachable and all inquiries have received attention and care. My portfolio’s performance has exceeded my expectations every year.

I have been extremely pleased with Vince Boschman’s management of my portfolio. I have no reservations about recommending him as a financial advisor.

K.L.

Our decision to change financial planners wasn’t an easy one. Trusting someone you don’t know to handle your life’s savings doesn’t come lightly. We had been bumped around several times, with our prior investment company, which only left us more cautious, even somewhat suspicious with making another change, but something needed to improve from the situation we were in.

Vince was referred to us by a friend, and I must share, from our first visit the experience was impressive. It was the first time a financial planner came to see us, opposed to us going to see them. It was the first time we’d experienced someone that was truly interested in our plans... all of our plans... our current and long term goals, our current situation was, where we planned on being in the future, as well as considering what our lifestyles were, travel plans, insurance coverage’s, as well as where our children fit into the overall scheme of things. Vince provided us with a plan, a realistic plan, with realistic expectations both on our part, and his. He keeps us in the loop either via email or letter, so we are kept up to speed on what’s going on with our portfolio in a timely manner, not just at RRSP time.

Although we have been with Vince for not quite a year, he has not only met, but he has exceeded what he felt was achievable to date. We’re very happy with making our move to RBC, working with Vince has been a pleasure.

L.T.

After my husband passed, I made the decision to transfer our investments to Boschman Wealth Partners at RBC Dominion Securities. Over the past several years, I have come to realize how important it is to have confidence in financial planning to ensure everything is aligned heading into one's senior years. Karl Schaub has been working hard ensuring all investments and funds from the early beginnings of my new journey are handled appropriately, in a way I understand, which is greatly appreciated. I have the utmost confidence in him and his team. Karl and his team provide constant updates, meetings, and notifications by way of hard copy if requested, as well as electronic transmissions.

I also greatly appreciate the professional assistance provided for smooth transitions by way of documents requiring signatures or better understanding on any item. I always feel comfortable to reach out to them with any questions. I look forward to many more years of working together with the team at Boschman Wealth Partners.

S.S.

I started working with Vince back in 2020 while going through a challenging personal period. Prior to working with Vince, I did not have a trusted advisor and wasn't actively involved in the financial situation. Vince immediately stood out with his personal approach and fine-tuned wealth management process. He took the time to get to know me, my overall financial situation, my requirements and my aspirations. He specifically provided guidance with regards to navigating a complex estate settlement due to an unexpected passing within the family. They worked with me to put all the pieces of my financial puzzle together and provided me with piece of mind when it came to my retirement.

In addition to managing my portfolio, the Boschman team works with other professionals to provide value-added financial and estate planning strategies. I am extremely pleased with the level of service and support the team continuously provides. Vince continues to act as a sounding board for not only investment decisions but all financial decisions in my life. I have no hesitation in recommending Vince and the team to my friends and family.

T.M.

My husband and I have been working with Karl Schaub and his team for almost 15 years. Throughout this time, we have gone through various life changes with our kids growing up, changing careers, and the loss of a loved one. We can always rely on Karl to provide clarity and advise around any situation. In fact, anytime we have a question financial related, Karl is our first call. Over the years Karl has also ensured our kids and other friends have been well looked after by the Boschman Wealth Partners team or another partner at RBC. I feel confident Karl will help guide us through the next stage of our life…RETIREMENT!

Satisfied Winnipeg Clients

We were referred to Boschman Wealth Partners two years ago by a trusted friend who is an expert in the field of finances and taxation. We were both transitioning through some drastic changes in our personal and professional lives. Vince, Karl, Kiah and the team facilitated the amalgamation of many scattered accounts and investments into one efficient portfolio that best meets our needs as we transition to retirement. Their accessibility and communication has been unlike anything experienced at other institutions. All members of the team are highly professional and competent, answering questions and getting things done correctly the first time. We have been very pleased with their forthcoming flexibility in how and when we meet or complete transactions. We have received well-informed advice on how best to invest and draw upon our wealth, with constant check-ins to gauge how the advice given fits in with our own opinions and comfort level. The Boschman Team has listened to us, educated us, and become a reliable partner in meeting our financial needs.