Neil Bosch CIM®, FCSI, PFP
Director, Wealth Management, Portfolio Manager And Branch Manager
Tel: 780.409.7780

Key role: Portfolio Management, Team Leadership, Alternative Investments

Driven by his passion to learn about the business world and keep abreast of new advancements in technology, Neil obtained his Bachelor of Commerce degree from the University of Alberta in 1992 and then followed that with a masters in economics from the University of Dundee in Scotland. Neil then joined the investment industry with CIBC Wood Gundy, where he began building his roster of loyal clients at a young age.

In 1996 Neil broke new ground by becoming one of the first Advisors in Canada to earn his Portfolio Manager’s designation – in fact, he was only the 16th person to obtain this qualification. As an early trailblazer, he led the industry to recognize investors’ demand for discretionary investment services to free them from the pressure of making day to day trading decisions.

Neil moved to Richardson Partners Financial Limited (predecessor to Richardson GMP) in 2005 and has been providing specialized services to entrepreneurs, affluent families and professionals at Richardson GMP since that time.

Neil is a Fellow of the Canadian Securities Institute (FCSI) and a Chartered Investment Manager (CIM®). When he is not advising clients and managing the Edmonton branch of Richardson GMP, Neil is an avid mountaineer and mountain guide who also serves as President of the Alpine Club of Canada. Neil is co-founder of The Richardson GMP Evening of Wine and Words, an award-winning fundraiser in support of the Centre for Family Literacy, and he is also a member of the event’s organizing committee. Neil has participated in numerous marathons, triathlons and adventure races over the years which combines his love of the outdoors with his joy in taking on a new challenge.

Jill Rogers-Vertz
Investment Advisor
Tel: 780.409.7756

Key role: Investment Advisor, Wealth Planning

Jill has enjoyed a long career in the financial services industry with a focus on providing investment advice, financial, tax and estate planning. 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.

Cheri Blain
Associate Investment Advisor
Tel: 780.409.7710

Key role: Administration, Client Service, Trading

Cheri has had a successful 25-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 organizational aspects 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 two children. She also has a love of travel and is planning some family adventures including an Africa safari.

Elizabeth Marie Johnson
Associate Investment Advisor
Tel: 780.409.7758

Key role: Portfolio Structuring, Trading, Client Service

Elizabeth entered the financial industry in 2014. Throughout her almost 5 years with Richardson GMP, she has demonstrated ambition and drive to expand her knowledge and assist our clients in the most efficient and friendly way possible. Organization should have been Elizabeth’s middle name. She provides vital support to the team and our valued clients through portfolio structuring, trading, tax reporting and exceptional service. Outside the office, you’ll find Elizabeth reading a good book, throwing on her backpack and travelling, camping and hiking with her family, and hanging out with her dog Stella.