Key role: Portfolio Management, Team Leadership, Alternative Investments

Neil Bosch began his journey in the investment industry over 30 years ago and is a Chartered Investment Manager (CIM) and 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.

Currently, Neil is a Senior Investment Advisor and Portfolio Manager 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 the Branch Manager of the Calgary Office and more recently was appointed Regional Head of Advisor Experience and Growth, Western Canada. Neil was elected to the Board of Directors of Richardson Wealth (formerly Richardson GMP) by his partners in 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. 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 in 2019 co-founded “SNAP” - an evening of fashion and song that raises money for Dress For Success, Calgary. Neil is an avid mountaineer, a past President of the Alpine Club of Canada (ACC) and a member of the College of Fellows of the Royal Canadian Geographic Society. In 2024 Neil was awarded the A. O. Wheeler for exceptional contribution to the ACC. This makes him one of only 5 recipients over the last 118 years of the Club’s history to receive this honour.

Neil’s other passions are music, climbing, fly fishing and family. He is a proud husband and father to two boys and an avid supporter of the Alberta 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: Portfolio Management, Financial Planning

Blake began his career early in the investment industry working as an associate in both the Edmonton and Calgary Richardson Wealth offices. He developed a fascination for what makes businesses successful and now enjoys educating and helping our clients navigate the financial markets.

Blake’s primary focus is providing investment advice, financial projections, tax and estate planning. He evaluates our clients’ financial goals, manages their investment portfolios, and provides assistance on wealth planning strategies.

Blake grew up in Vancouver until the age of 18, when he moved to Calgary to attend university. After many years in “Wild Rose Country,” he is proud to call himself an Albertan! Blake attended the University of Calgary where he obtained a Bachelor of Commerce from the Haskayne School of Business as an Academic All Canadian. Blake is a Chartered Investment Manager (CIM®) and he is currently pursuing the Chartered Financial Analyst designation (CFA®).

Blake was a proud member of the University of Calgary Dino’s football team. He now serves on the Dino’s Fifth Quarter Board of Directors.

When he’s not at work, he can usually be found skiing at Lake Louise with family and friends or training Brazilian Jiu-Jitsu at the Rocky Mountain BJJ Academy.

Key role: Portfolio Trading & Account Management 

Elizabeth's attention to detail and efficiency has made her an integral part of our team for over 10 years. 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 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. 

Bringing with her 15 years of experience, Julie joined our team in 2023.  She grew up in beautiful Newfoundland and recently moved to Edmonton after spending 15 years in Calgary. She completed her Bachelor of Commerce at Memorial University of Newfoundland and is a Certified Financial Planner (CFP).

With her depth of knowledge, attention to detail and a passion for working with people, she is eager to help clients with a wide array of requests. She truly enjoys getting to know clients and helping them achieve their financial goals through our team’s planning process.

In her free time, Julie enjoys spending time with her partner and their puppy, Henry. She loves to travel and experience new things. Her hobbies include yoga, skiing, hiking and any reason to spend time outside in nature.