Your financial needs can be complex. Your wealth management shouldn’t be.
At Boschman Wealth Partners, we bring order and purpose to your finances through a clearly defined process. Developed over decades of working with individuals, families, and businesses, it combines the various facets of your wealth into a single comprehensive Blueprint – and it all starts with you.
Meet the team
With diverse backgrounds and a sophisticated understanding of local challenges, our team of professionals is poised to assist you and your family in navigating the complex world of wealth management.
Vince Boschman
Karl Schaub
Chris Carriere
Have a wealth need? We can help.
Are you confident that you’ll be able to have the retirement you want while still providing for the next generation? Are you taking advantage of all the tax strategies available to you? Whatever your question or concern, we are pleased to meet with you to address it. If our team is not perfectly suited to your needs, we will introduce you to one of our trusted partners.
Email:boschmanwealth@rbc.com
Phone:204-982-3962
Our process
It starts with you
Not everyone wants to retire at 55 and spend their retirement on a sailboat. That’s why we want to know: What’s important to you? To uncover and serve your unique priorities and ambitions, we approach your wealth systematically, through a clearly defined five-step process.
Consultation
We start with a clear understanding of your unique situation, an outline of our investment philosophies, and a transparent discussion regarding how we are compensated.
Consultation
We start with a clear understanding of your unique situation, an outline of our investment philosophies, and a transparent discussion regarding how we are compensated.
Our service
Building your Blueprint
The foundation of the Boschman Wealth Partners service is the one-of-a-kind wealth Blueprint we draft for every client. Bringing together all the building blocks of wealth management, we help you create the unique financial future of your aspirations.
Financial planning
We lay down the foundation by narrowing down your financial goals. From there, your financial plan begins with a net-worth statement and a set of recommended strategies.
Estate strategies
To ensure your wealth lasts for generations to come, we draw up an estate and legacy plan by identifying the opportunities to simplify your asset settlement and protect your family.
Tax minimization
Together with your tax advisors, we develop strategies to solidify your tax prospects, maximize your retirement income, minimize estate taxes, and protect your wealth.
Investments
With your custom portfolio, your investments are diversified to achieve your growth and return objectives, as well as meet your security needs, with frequent re-evaluation.
Retirement planning
We bring together your savings and income, and – brick by brick – transition your finances and help you execute business succession requirements as you consider retirement.
Cash flow
By connecting you with RBC resources and banking services, we help you settle matters of cash flow management, personal credit and lending, and business financing.
Risk management
A necessary element to ensuring your financial security, risk management allows us to shelter your wealth and minimize the impact of estate taxes.
Philanthropy
Building your legacy entails funding education for future generations, setting your family up for success, and giving to your community, all in a tax-effective manner.
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.
—D.K.
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.
—G.H.
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.
—Dr. C.J.
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.
—K.L.
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.
—L.T.
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.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.
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.
—T.M.
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.
—Satisfied Winnipeg Clients
I have been working with Vince Boschman at RBC dominion securities for over 2 years and I have not been happier. I switched all my portfolio’s to Vince because of the personal relationship he builds with his clients. I feel that he is not only my financial advisor but my friend as well.
—Dr. L.S.
Community
Proud to give back to our community
Many of our clients are passionate about giving back to our shared community, and are we proud to help them do so in the most tax-efficient manner possible. Like them, we’re dedicated to making Manitoba better, giving to local organizations in whatever way we can. Here are a few that are close to our hearts.
The Robb Nash Project
An immersive concert experience that engages audiences through the power of music and storytelling, addressing topics related to mental health.
iDE Canada
Income and livelihood opportunities for underprivileged, rural households in 10 countries, delivered through entrepreneurship and innovation.
CancerCare Manitoba
An agency that offers support, outreach, and research to eliminate the burden of cancer on the people of Manitoba.
Siloam Mission
A place for support, healing, and recovery, building partnerships within the community to help eliminate poverty and homelessness.
The Winnipeg Humane Society
A community service organization committed to protecting animals from suffering and to promoting their welfare and dignity.
Timely perspectives
Boschman Blog
RBC Insights
Client resources
How-tos
Access DS statements
View your consolidated portfolio reviews quickly and easily in your DS statements.
Funds transfers
Step-by-step instructions for moving funds into your RBC Dominion Securities account.
Send a secure message
Guidance on safely sending and receiving messages containing personal, confidential information.
Switch to eDocuments
Reduce paperwork and safely view account documents from your computer, tablet, or smartphone.
Nicknaming accounts
Give descriptive or playful names to your Wealth Management accounts organize things your way.
Update your information
Update your address, contact details quickly and conveniently through WM Online.
RRSP & TFSA contribution room
Our step-by-step instructions to finding your RRSP and TFSA contribution room.
View your RRIF/LIF
Quick and simple instructions to safely view your current RRIF/LIF information.
Guides
Estate planning guide
Guidance on efficiently transferring your wealth to the next generation.
Charitable giving guide
The basics of tax-efficient giving, including information on gifts and registered charities.
Retirement checklist
A checklist that helps assess readiness so you can make the most of your retirement.
Tax reporting guide
Important dates and tax information to help prepare your annual tax return.
Executor duties checklist
Whether you are settling or planning, this checklist can help prepare you.
Start building your financial future today
Taking control of your finances or making a change can feel like a daunting task. Especially when you don’t know the steps involved in establishing a financial plan or in working with a Wealth Advisor. Our goal is to make it as seamless and as simple a process as possible.
At Boschman Wealth Partners this is what our process looks like:
Reach out
Reach out to us using the contact form below and we will have someone from our team reach out for a brief 15 minute call to introduce ourselves and gain an understanding of what you are looking for. We will explain our investment philosophy, our fee structure and some of the solutions we provide to our clients.
Consultation
Assuming we are on the same page after that initial discussion, we will then meet and move into the consultation stage where we will look to gain a deeper understanding of your unique financial situation, and your short and long term goals. From there we will create a Net Worth statement and begin the preparation of your financial plan or Blueprint. We will also create an investment strategy designed with your own unique investment preferences, objectives and tax situation in mind.
Onboarding
At this point, if you see the value in our process, we’ll open accounts for you and begin the transfer process to consolidate your investments with us.
Implementation
Once the investments are received, we then implement the plan risk management aspect of your Blueprint.
Finalize service plan
The process concludes with establishing our service plan for you, outlining our next point of contact and how often you’d like to meet to review your plan and portfolio.
Touch points
Over time you will receive emails to keep you up to date on what is happening in the financial markets and on client events that we’ll be hosting.
We are not all things to all people, but endeavor to be all things for a small group of people. After the initial discussion, if we both determine that there isn’t a great fit with our team we will work with our partners across our RBC network to find a home of best fit for you.