Wealth Management Coaches

Meet Our Wealth Management Team

Our Coaches provide ongoing financial coaching in the following areas:

  • Risk Management: “Don’t lose our money”
  • Opportunities for Growth: “We’re looking to grow our money for the long term”
  • Values Alignment: “Our investments should be aligned with what we believe”
  • Impact Beyond Returns: “We need our money to do more than just deliver strong returns”

 

If any of these statements resonate with your personal values, a Libro Wealth Management Coach would love the opportunity to work with you to enhance your prosperity and financial well-being.

The primary responsibility of the Regional Financial Planner is to help you achieve your unique long-term financial goals. Suitable for higher net worth individuals and their families, Libro’s Regional Financial Planners provide a holistic financial planning experience, creating advanced strategies on tax, estate, and wealth protection. They are non-sales commission, so you can be confident our recommended solutions are in your best interest.

Julie McLinchey, CFP® Regional Financial Planner, Libro Credit Union Financial Planner, Credential Securities

Julie has been in the financial services industry for over 20 years and has worked at Libro Credit Union since 2002. She has held a number of roles, mostly within the investing area. She is a CERTIFIED FINANCIAL PLANNER professional. Julie was raised on a cash crop farm, and currently resides in a small rural town. Julie serves the Huron Perth region.

IROC AdvisorReport

Ryan Van De Laar, CFP® Regional Financial Planner, Libro Credit Union Financial Planner, Credential Securities

After fifteen years in financial services, Ryan joined Libro Credit Union in 2019. Ryan’s professional qualifications include multiple certificates from the Canadian Securities Institute, Canadian Institute of Financial Planners, and Advocis – The Financial Advisors Association of Canada. Ryan is a CERTIFIED FINANCIAL PLANNER professional and member of Responsible Investment Association Canada, having obtained the Responsible Investment Specialist designation. He also holds the Registered Retirement Consultant designation and Certificate in Advanced Investment Advice. Ryan serves the London, Elgin and Oxford areas.

IIROC AdvisorReport

 

The primary responsibility of the Wealth Planner is to help you find the best solutions for your farm or business transition, succession, and estate planning needs. In partnership with the local Libro relationship manager, the Wealth Planner’s comprehensive financial planning process includes proposing advanced tax, estate, and wealth protection strategies to high net worth individuals, with a focus on agricultural and commercial business owners. The process may also include the establishment of corporations, holding companies and trusts in partnership with local accountants and lawyers. The Libro Wealth Planner is a non-licensed (sales or insurance) and non-sales commission role, so you can be confident our recommended solutions are in your best interest.

Phil Boglevsky, CFP®, CIWM, TEP, FCSI Wealth Planner

After more than twenty years of experience in financial services, Phil joined Libro Credit Union in 2019. Phil’s academic and professional qualifications include an Economics Degree from the University of Western Ontario, and diplomas in Finance and Insurance from Fanshawe College in London, Ontario. Phil is a CERTIFIED FINANCIAL PLANNER professional and member of STEP Canada, having obtained the Trust and Estate Practitioner designation. He also holds the Certified International Wealth Manager, Financial Management Advisor, Canadian Investment Manager, and Fellow of the Canadian Securities Institute designations.

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.