Boschman Wealth Management Team
of RBC Dominion Securities

We are committed to providing comprehensive wealth management solutions coupled with exceptional client service. As a client of the Boschman Wealth Management group, you will have all the benefits of a team of financial specialists, each using their expertise to provide you with the best advice based on your unique circumstances. As your Wealth Management Team, we are committed to your financial success.

Vince Boschman, FCSI,B.Comm.

Vice-President & Wealth Advisor

204-982-3962 | Email me

Vince's clients benefit from his ongoing professional development and truly comprehensive expertise in wealth management and financial planning. By meeting stringent accreditation, Vince is a licensed Portfolio Manager, allowing him to deliver the highest level of discretionary investment management advice to clients with sophisticated financial needs. This is one of the highest designations available in the investment industry.

Vince has completed the Professional Financial Planning course through the Canadian Securities Institute, achieved the Canadian Investment Management (CIM) designation and is Options & Derivatives Licensed. As a life-licensed agent, Vince is qualified to advise clients on tax-deferral, risk management, and complex estate-planning strategies through the use of life insurance.

In addition to his Bachelor of Commerce Honours degree and his industry accreditations, Vince's expertise and professionalism earned him the coveted Fellowship of the Canadian Securities Institute (FCSI). The FCSI is the industry's highest award of distinction that recognizes leading professionals for their outstanding educational dedication, experience and record of achievement.

Vince lives in Winnipeg with his wife Stacey and two children. He is an avid golfer, skier and enjoys travelling with his family. Vince and Stacey are both involved in supporting a number of charitable and community organizations including Siloam Mission, Riverview Health Centre Foundation, the United Way, among others.

Karl Schaub, CFP,PFP,BA

Financial Planner

204-982-3486 | Email me

Karl offers a wealth of experience as a member of the Boschman Wealth Management Team at RBC Dominion Securities. Karl has been a financial service professional since 2006, and spent several years as a Financial Planner at RBC. With a BA in economics from the University of Manitoba (2007), he is committed to ongoing education and holds his Professional Financial Planning (PFP) and Certified Financial Planning (CFP) designations.

A valued part of the team, Karl develops and creates financial plans and strategies for clients that help them meet their goals. He also assists the team with client and portfolio management, and works with clients to ensure they receive the service, advice and expertise they have come to expect.

Karl grew up in the North Kildonan area of Winnipeg. He now lives in East St. Paul with his wife Debbie and children. He is an avid golfer and sports fanatic, and enjoys spending time at the family cottage.

Rekha Master

Associate Advisor

204-982-2740 | Email me

Rekha started her career in the financial services industry in England in 1976 and has been with RBC Dominion Securities for over 19 years. In addition to taking the Canadian Securities Course and Conduct and Practices Course she has also completed her Personal Financial Planning Course and various other continuing education courses. She has won numerous “Awards of Excellence” for client service and is a recipient of the Leo Award, the highest honour bestowed by the RBC Financial Group for client service and business excellence.

Rekha works very closely with Vince in the areas of client service by managing Vince’s schedule, creating financial plans and assisting with portfolio management.

Away from the office, Rekha enjoys spending time with her family, gardening and running. She also volunteers and helps raise funds for the Society of Manitobans with Disabilities and the Society for Cerebral Palsy.

Ryan Kuhtey

Administrative Assistant

204-982-3491 | Email me

Ryan started working in the financial services industry in 2014 and joined Boschman Wealth Management in 2017. Prior to joining RBC Dominion Securities, Ryan graduated from Business Administration at the University of Winnipeg. Ryan continues to complete additional accreditation to further his knowledge and expertise.

Ryan manages the administrative side of our business and is the first point of contact for all of our clients’ administrative needs. From account opening and transfer forms to online access and e-statements, Ryan’s attention to detail helps this side of our business run smoothly.

Out of the office Ryan enjoys the seasonal sports of golf, baseball and hockey.

Jeff Schultz

Financial Planning Consultant

Jeff has a career of over 20 years in the financial services industry starting back in 1989 with RBC. His experience includes working at two other large financial service providers specializing in planning for high net worth and high income earning individuals and their families.

Jeff's works along with Vince to provide you with a comprehensive plan, outlining your current situation, long term goals and the steps it will take to get you there. He has the ability to provide forecasts and projections that take into account a number of factors and that will provide you with a peace of mind. With the strength and experience of RBC DS, the complete range of financial and investment services are taken into consideration while your financial plan is being developed.

James Kopp

Estate Planning Specialist

James Kopp is a valuable member of our team specializing in helping our clients create and preserve wealth. James employs a comprehensive process to assess clients' needs and recommends creative strategies utilizing insurance to help them achieve their objectives while minimizing their tax implications. For more complicated situations, James and Vince will consult with your accountant and lawyer to develop the most tax efficient solutions.

In addition to looking at your income replacement needs, James will also review your estate plan, corporate structure and succession plan in providing his recommendations. To help in this endeavour, James has access to insurance solutions from the top-ranked insurance providers in Canada. With over ten years experience in the financial services industry, James has the ability to look after all your insurance needs by using solutions that include life insurance, disability, critical illness, and long-term care.

Doreen Costantini, CFP, CIM, CLU

Financial Planning Specialist

Doreen has been in the financial services industry since 1988, both as an advisor and as a wealth planning analyst, providing high-net worth clients with more complex financial plans. Prior to joining RBC, Doreen provided comprehensive financial planning guidance and advice to executives, business owners, professionals and high net worth families.

Working together with Vince, Doreen assists our clients in all areas of their wealth by using a holistic approach to Financial Planning. These plans evaluate such things as the sale of a business or property, changing share structures, business succession or the most efficient way to draw income.

Donald D. Bell, B.A., LL.B., CFP, R.F.P., TEP

Will & Estate Consultant

One of the areas most often neglected in a financial plan is the estate plan. For our high-net worth clients, a review of their estate plan including their wills, powers of attorney and health care directives is part of the process. Working with Vince, Don informs and educates our clients on their current estate plan and provide suggestions where restructuring may be in order. Taking this information to your lawyer may save you time and money while providing you with peace of mind that comes with receiving a ‘second opinion' on your estate structure.

A graduate of the University of Winnipeg, Donald Bell received his Bachelor of Laws degree from the University of Manitoba, and was called to the Manitoba Bar in 1984. Donald is a practicing member of the Law Society of Manitoba and has also earned the Registered Financial Planner (R.F.P.), Chartered Financial Planner, Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP) designations.

Donald is a member of the Society of Trust and Estate Practitioners (STEP), the Institute of Advanced Financial Planners and the Financial Planners Standards Council (FPSC). He has taught regularly for the CSI Global Education Inc. (formerly known as the Institute of Canadian Bankers) on various planning and compliance matters. He has spoken at many industry gatherings including the Strategy Institute and the C.A.F.P. Annual Conventions on investment, estate, financial planning, and insurance matters. In addition, he has spoken at numerous public seminars on these topics.