Kavaughn Boismier

Kavaughn Boismier has extensive experience in the financial industry. Kavaughn is currently serving as the Regional Vice President for Wealth Management & Financial Planning at Meridian Credit Union, where they lead a team of professionals in providing exceptional financial advice and building strong connections with members. Prior to this, they worked as the Chief Financial Officer at WaveDirect, overseeing financial and operational strategies to achieve business goals. Kavaughn also has experience at RBC Dominion Securities and BMO Private Wealth, where they served as an Investment and Wealth Advisor, managing substantial assets and providing comprehensive financial planning services. Additionally, they worked as a Branch Manager at Libro Credit Union and held various roles at BMO Financial Group. Kavaughn Boismier has demonstrated expertise in areas such as tax planning, estate planning, retirement planning, business succession, and insurance. Their career trajectory showcases their ability to lead teams, drive business growth, and deliver exceptional service to clients.

Kavaughn Boismier, CFP®, PFP®, RIS, FCSI, has a degree in Business Administration with a focus on Accounting from St. Clair College. In addition to their degree, they have obtained multiple certifications throughout their career, including the CERTIFIED FINANCIAL PLANNER® designation from FP Canada. Kavaughn is also a Fellow of the Canadian Securities Institute and a registered representative with IIROC. Boismier has completed various courses and programs such as the Life License Qualification Program, Wealth Management Essentials, and the Canadian Securities Course. Kavaughn continues to enhance their knowledge and skills by obtaining certifications like the RI Fundamentals for Retail Advisors from the Responsible Investment Association, which they are expected to complete in 2023.