We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals.
With an enhanced team-based approach that provides both local and national industry expertise, Boudreau & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
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.
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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