Robert Bouchard Email
CEO and Founder @ Target Wealth Management
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Robert Bouchard Location
- Dauphin, MB, CA
Robert Bouchard Work
- 2014 -now Senior Wealth Advisor @
- 2013 -now CEO and Founder @
- 2003 -2014 Senior Financial Planning Advisor @ Assante Financial Management Ltd.
- 1998 -2003 Investment and Retirement Planner @
- 1997 -1998 Assistant Branch Manager @
- 1997 -1997 Proactive Personal Banker @
- 1993 -1997 Personal Banking (Various positions and 6 locations) @
Robert Bouchard Education
- Insurance Council of Manitoba
LLQP
2005-2005 - Canadian Securities Institute
Canadian Insurance Course
2004-2004 - Canadian Securities Institute
Canadian Securities Course
2001-2002 - Financial Planning Standards Council (FPSC)
Certified Financial Planner (Financial Planning and Services)
1995-1998 - Institute of Canadian Bankers
IFIC
1993-1994 - Kwantlen Polytechnic University
Business Management Technology
1985-1988 - NSSS 1983-1985
- Ste. Rose Collegiate 1980-1983
Robert Bouchard Skills
- Wealth Management
- Financial Planning for Professional Corporations
- Sudden Wealth Planning
- Retirement Planning
- Retirement Income Planning
- Estate Planning and Risk Management
- Cash Flow Planning
- Strategic Financial Planning
- Wealth Management Services
- Cash Flow Forecasting
- Risk Management
- Investment Strategies
- Financial Services
- Finance
- Mutual Funds
- Financial Advisory
- Portfolio Management
- Investment Advisory
- Financial Planning
- Retirement
- Investments
- Wealth
- Microsoft Office
- Financial Analysis
- Strategic Planning
- Business Development
Robert Bouchard Summary
- Robert Bouchard, based in Dauphin, MB, CA, is currently a CEO and Founder at Target Wealth Consulting. Robert Bouchard brings experience from previous roles at CI Assante Wealth Management, Assante Financial Management Ltd., RBC Wealth Management and RBC. Robert Bouchard holds a 2005 - 2005 LLQP @ Insurance Council of Manitoba. With a robust skill set that includes Wealth Management, Financial Planning for Professional Corporations, Sudden Wealth Planning, Retirement Planning, Retirement Income Planning and more. Robert Bouchard has 1 emails on RocketReach.
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Top Target Wealth Management Employees
Robert Bouchard
CEO and Founder
Dauphin, MB, CA
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