Simply put: We see what others overlook. At Boudreau & Associates, our role as your financial planner means more than choosing investments. We are your advocate. We dig into your full financial world, corporations, pensions, real estate, insurance, and beyond. We often uncover missed opportunities in the first few meetings alone. From unexplored tax credits to strategic estate moves, we ensure everything is working in sync.
You have worked hard to build your wealth. Now it is time to put it to work for you. Our team specializes in personalized financial planning that transforms complexity into strategy. We help you align your finances with your life, identify missed opportunities to reduce taxes and bring structure to every step. With us, every decision is made with confidence and every detail has a purpose.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
Keep more of your money working for you. Our clients benefit from proactive strategies designed to reduce tax and grow wealth over time. From optimizing corporate structures to planning RRIF withdrawals, we design tax-smart strategies that align with your long-term goals. Whether you are applying for the Disability Tax Credit or structuring your retirement income, we collaborate directly with your accountant and legal team to ensure every detail is working in your favour.
Our planning process gives you real insight. Using visual, scenario-based tools, we eliminate the guesswork and help you explore the financial impact of key decisions. Thinking about early retirement? Wondering how much you can give to your children now? Considering downsizing or investing?
We walk through the options with you so you have clear direction and assurance for your future.
We are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being.
We build loyal multi-generational relationships with high net worth clients and their families. We are dedicated to providing investment management and strategic wealth planning that is specific to you and your financial picture.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations.
When I first met Kelsey, I was going through a divorce. Preparing to be on my own financially was frightening and overwhelming! I definitely broke into tears more than once! Kelsey has helped me get back on track, explaining the why's and “how-to's” of my financial picture for stability now, and into retirement. She listens, is genuinely curious, and helps me stay accountable. I always learn something new each time we meet and by helping me understand and navigate my finances, Kelsey has helped me gain confidence in my financial independence and has made me feel empowered to shape my future.
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
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