Key role: Portfolio Management, Team Leadership, Alternative Investments
Neil Bosch began his journey in the investment industry 27 years ago. He is a Fellow of the Canadian Securities Institute (FCSI®) and a Chartered Investment Manager (CIM®). 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 still proudly serves in that capacity.
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.