Brendon Boothman, CFP®, CIM

Vice-President & Portfolio Manager

306-937-5011 | Email me
306-956-5252
1-800-785-4722

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 Charter 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. 

Molly Pederson, BA, CFP®

Associate Advisor

306-937-5022 | Email me

Molly joined Boothman Private Wealth Management in 2017 bringing 10+ years’ experience in the Wealth & Investment Management industry.  Molly holds a Bachelor of Arts degree with a major in Sociology (with distinction) from the University of Saskatchewan and also has her Certified Financial Planner (CFP) designation from the Financial Planning Standards Council.

Molly's approach includes a holistic financial planning process which incorporates investment advice, retirement planning & estate planning. Molly collaborates with Brendon in constructing, executing and managing portfolio solutions to meet the different needs and objectives of each client. Molly specializes in working with high net worth families or households with a high income on the path to building their wealth.  Molly also likes to focus on the wealth needs of women who are earning and managing their own wealth or have recently taken over managing the family’s finances.

Molly got into this business to positively affect people’s lives by providing clarity and confidence to investors.   If there is one thing we believe in, it’s the importance of managing controllable risks.

"The only way to do great work is to love what you do. If you haven't found it yet, keep looking." - Steve Jobs

Molly is a present board member for the Battlefords Boys and Girls Club and also volunteers for several other organizations in the Battlefords. Molly is married to her husband Steven with two daughters, Vida & Nora. One of their favorite places to go is their now 4th generation family cabin on Jackfish Lake.

Laura Heidel

Associate Wealth Advisor

306-937-5021 | Email me

Laura joined RBC Dominion Securities in 2000, with over 15 years experience in the investment industry she values the importance of the client relationship.  Laura has been licensed as an Investment Representative since 2004, accredited as Associate Wealth Advisor in 2015 and license upgraded to Registered Representative in 2020.  Laura focuses on coordinating our team's wealth management specialists to deliver personalized advice.    She is the driver of our goals based planning myGPS " Goals, Priorities, Solutions" tool allowing us to provide a comprehensive overview of our client's personal wealth situation and enhance the overall client experience.  Laura is our champion of Estates & Insurance, is in charge of trade execution, special projects and oversees administration on our team.

 

Laura was born and raised on a farm in rural Battleford. She is married to Travis and is the proud mother to three young girls, Lily, Sadie & Alayna.  When they are not running their girls to dance or swimming, Travis & Laura enjoy their time with their family at their lake home where they reside on Murray Lake.  In winter months, Laura volunteers with the Table Mountain Ski Club where her husband, Travis, coaches and their girls train.  Laura loves to travel and enjoys camping, biking, hiking, gardening and spending time on the lake.
 

Lauralee St.Amant

Associate

306-937-5045 | Email me

Lauralee joined RBC Dominion Securities in 2014 bringing with her over 21 years of RBC experience.  She values lasting client relationships and is excited to be the first point of contact for you in the office, responsible for administration of accounts and client communication.  

Wealth Management Services Team

Avideh Parent, LL.B, TEP

Will & Estate Consultant, RBC Wealth Management


Colin Biblow, CFP®

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Tim Squire, FCPA, FCGA, CFP®, FMA

Financial Planning Specialist, RBC Wealth Management


Faisal Jamal, CPA, CA

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Coady Cormier, BBA (Fin), LL.B, TEP

Vice-President, High Net Worth Planning Services, RBC Wealth Management


Private Banking

Kelly Kudeba, PFP

Private Banker, RBC Royal Bank