Vince Boschman Email & Phone Number

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. For more information on how we help our client's Wealth Management needs please visit my website at www.vinceboschman.com

Listed skills include Wealth Management, Investments, Portfolio Management, Financial Planning, and 8 others.