Brendon leads a dynamic team of professionals with one common vision - to positively affect people's lives by providing clarity and confidence. Brendon specializes working with high net worth families or households with high income on the path to building their wealth. A large part of his practice includes working within the community of agricultural families and also has specialized expertise assisting incorporated professionals like accountants, lawyers and health care professionals. Brendon has particular expertise guiding institutional clients including foundations, non-profits and municipalities that require adherence to specific guidelines.
Brendon brings over 17 years of experience in finance, most of this time focused on managing wealth & investment management. Brendon holds his Certified Financial Planner (CFP) designation from the Financial Planning Standards Council (2009), the Chartered Investment Manager (CIM) designation and followed up to become licensed as a Portfolio Manager (2018), the highest credentials an investment professional can achieve. Other designations include Derivatives Fundamentals & Options License (DFOL) and the Life License Qualification Program (LLQP).
Brendon and his team will take a comprehensive approach that extends beyond investing to encompass lifestyle protection, retirement planning, intergenerational wealth transfer & legacy creation. His clients are serviced through a team-based approach, leveraging the particular skills of each team member & discretionary portfolio management. Brendon`s goal is to make a significant impact in the lives of his clients by freeing up their time & providing peace of mind with respect to their financial affairs.
Brendon was first introduced to his wife, Trissa, in 2008 and later established roots in the Battlefords in 2010. Married in 2011, Brendon is now a proud father of three to Adelie, Ryker & Brody. The Boothman family enjoy the acreage life which includes many outdoor activities.