Key role: Portfolio Management, Team Leadership, Alternative Investments

Neil Bosch began his journey in the investment industry 27 years ago and is a Fellow of the Canadian Securities Institute (FCSI®). After completing his Bachelor of Commerce (Finance) degree from the University of Alberta, he then obtained his Masters in Arts (Economics) from the University of Dundee in Scotland.

Neil is an Investment Advisor with Bosch Investment Group having moved from CIBC Wood Gundy to join Richardson Wealth’s predecessor firm, Richardson Partners Financial Limited, in 2005. He has been with Richardson Wealth (formerly Richardson GMP) since its creation in 2009. He is currently Director, Wealth Management, Portfolio Manager and a Branch Manager of the Calgary Office of Richardson Wealth. Neil was elected to the Board of Directors of Richardson Wealth (formerly Richardson GMP) by his partners on May of 2017 and proudly served through to November 2020.

The client experience is Neil’s main priority. His genuine interest in the well-being of our clients is the basis for our team’s strong commitment to providing tailor made portfolios and service offerings. As one of the first accredited Portfolio Managers in Alberta, Neil has a strong background in researching, developing, and managing both corporate and individual clients’ unique asset allocations. His expertise in Portfolio Management is the cornerstone of our business.

Neil is a recipient of the Lois Hole Memorial Literacy Award for his work in raising funds for the Centre for Family Literacy and has recently co-founded “SNAP” - an evening of fashion and song that raises money for Dress For Success in Calgary. As an avid mountaineer and the current President of the Alpine Club of Canada and a member of the College of Fellows of the Royal Canadian Geographic Society, Neil has a real passion for climbing. He is a proud husband and father to two boys and an avid supporter of the Edmonton music and arts scene. During his down time, no matter the season, you are likely to find Neil and his family outside enjoying what nature has to offer.

Key role: Investment Advisor, Wealth Planning

Jill's ability to provide professional investment and financial planning advice along with her unwavering commitment to clients and our team has led to her success as an Investment Advisor. Her extensive knowledge puts her in the position of Team Manager to ensure all team members come together to provide each and every client a consistent, positive experience. She evaluates our clients’ financial goals, monitors their investment portfolios and provides assistance on wealth planning strategies. Jill's strength is in building relationships and understanding her clients and their needs. She is passionate about helping clients ensure that their dreams for the future come true. Outside the office, Jill enjoys exploring her creative and nurturing side through numerous activities. She escapes to the cottage with her family on weekends to enjoy the outdoors and recharge the batteries.

Key role: Administration, Client Service

Cheri has had a diverse and successful 27 year career in the investment industry. Her breadth of experience allows her to consistently provide superior client service while building and maintaining caring client relationships. Always thoughtful and responsible, she takes pride in her organizational abilities while ensuring clients are at ease and comfortable with all aspects of their investment experience. Outside of work, Cheri can be found enjoying Edmonton’s robust arts and festival scene, or at various sports fields trying to keep up with active children. She also has a love of travel and is always planning her family’s next adventure.

Key role: Portfolio Trading & Account Management 

Elizabeth's attention to detail and efficiency has made her an integral part of our team since she joined us in 2014. She is meticulous and has excelled in her vital role as our primary portfolio trader. She manages our communications and website and assists with key elements of our service offering like meeting preparation and tax season reporting. Elizabeth's main goals are to expand her knowledge base and assist our clients in the most efficient and friendly manner possible. There is never a challenge she's not willing to tackle or investigate on behalf of any of our team members. Outside the office, you'll find her camping, hiking and exploring Edmonton with her husband Ryan, their daughter Penny and their dog Stella. When she has free time you'll probably catch her golfing or reading a good book. 

Key role: Portfolio Management, Financial Planning

Blake began his career in the investment industry working as a student intern in both the Edmonton and Calgary Richardson Wealth offices. He joined the Bosch Investment Group to provide support in portfolio research/analytics, financial planning, and trading. Blake is a Chartered Investment Manager (CIM®) and he is currently pursuing the Chartered Financial Analyst designation (CFA®) and the Personal Financial Planner (PFP®) designation. Blake holds a Bachelor of Commerce with a concentration in Petroleum Land Management from the University of Calgary Haskayne School of Business where he achieved Academic all Canadian status as a student athlete. He was a proud member of the University of Calgary Dino’s football team. Blake is passionate about the outdoors and loves to hike, ski, and sail with his family.