At Boudreau & Associates Private Wealth Management, we believe your investments should do more than perform, they should propel your entire financial plan forward.
That’s why we ensure every portfolio decision supports your tax strategy, retirement goals, estate plan, and long-term vision and we integrate your investment plan seamlessly into your overall financial picture.
Planning for retirement? We build portfolios that grow with you while managing risk. Focused on legacy? We structure investments for smooth, tax-smart wealth transfers. Need flexibility? We ensure the right balance of liquidity so you’re always ready to act when life shifts.
Your investments are part of a bigger story. We make sure every dollar is working intentionally, efficiently, and aligned with what matters most to you.
Purpose-Driven Portfolio Planning
At Boudreau & Associates, every investment plan begins with you. We take the time to understand your vision, your goals, and how your wealth can support both your lifestyle today and the future you want to create.
We design portfolios that reflect your values, priorities, and risk preferences. Whether you're saving for retirement, planning a major purchase, or preparing to transfer wealth to the next generation, your investments are structured to support your long-term vision.
Investment planning is a core part of your overall strategy. We partner with you to approach it with care, precision, and purpose, ensuring every dollar is working toward your financial success.
Your Investment Advisors and Your Advocates
Our experienced team of Kamloops investment and wealth management advisors will act as your financial advocates. We spot hidden tax efficiencies, work closely with your accountant, and adjust your strategy as your life changes.
Markets shift. Goals change. Life brings surprises. We’re here through it all. We rebalance when needed, seize new opportunities, and keep your investment plan aligned with your evolving story. You can count on us to be with you every step of the way.
We also bring a second set of eyes to your entire financial life. We review your corporations, pensions, real estate, insurance policies (if any), and estate plans to ensure your investments fit smoothly within your overall financial strategy. If we find gaps or opportunities for improvement, we’ll help you address them and make the necessary adjustments.
With your goals as our guide, we’re committed to helping you build a strong, flexible financial future, one that grows with you and supports the life you want to live. Let’s work together to make your financial plan as dynamic as your life.
Tax-Smart Strategies To Protect More Of Your Money
Taxes reduce your long-term returns. That’s why we build tax-smart investment strategies from the start, tailored to your unique situation.
We’ll show you how to:
- Maximize tax-deferred growth with RRSPs, TFSAs, and corporate-class funds that fit your goals
- Reduce capital gains by timing your investments carefully to keep more of your earnings
- Balance registered and non-registered accounts to optimize tax efficiency
- Use income splitting and pension splitting where it benefits your family’s financial plan
- Lower the tax impact on dividends, interest, and distributions to keep more income working for you
Every dollar you save in taxes is a dollar that continues to grow for you and we make sure none are left on the table.
Expect More Than Guidance: Discover A True Partnership
Investing can feel confusing and overwhelming. At Boudreau & Associates, you get a dedicated partner who brings clarity, focus, and purpose to every financial decision.
Each move, whether rebalancing, exploring new opportunities, or planning for a life change is made with intention and aligned to your goals.
We tailor your financial strategy to your life, adjust as things evolve, and stay one step ahead so you can move forward with confidence.
You stay informed, engaged, and supported every step of the way.
From Growth To Legacy
Your investment plan should grow with you. In the early years, the focus is on building wealth. As life evolves, the priorities shift to protecting what you’ve built, generating income, and eventually creating a lasting legacy.
We guide you through each stage with clear, visual planning that connects today’s decisions to tomorrow’s outcomes. Whether you’re planning for retirement income, estate efficiency, or charitable giving, every step is purposeful and aligned with your goals.
Thinking about helping your children, selling a business, or finally taking that dream trip? We map it out with real numbers and real scenarios so you have certainty in your next steps.
The result is a financial strategy that supports your life today and leaves an impact for generations.
Sustainable Investing
Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us – now and for future generations.
We define sustainable investing as an investment approach that combines material environmental, social and governance (ESG) factors with traditional financial analysis and active ownership. This approach reduces investment risk while enhancing long-term outcomes for both our clients and the world around us. There are several other investing strategies and products that fall under the sustainable investing umbrella. While some terms are used interchangeably, it helps to remember that we are focused on a broader investment approach that isn’t limited to investing in a specific product.
IG Climate Action Portfolios
There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition.
Let’s Grow Something Meaningful
Your investments should support more than growth, they should support your life. At Boudreau & Associates, we help you build a plan that reflects your goals and adapts as your life evolves.
Whether you’re starting with a blank slate or fine-tuning your current portfolio, we’ll help you move forward with clarity and confidence. Let’s create a strategy that grows your wealth, protects what matters, and puts your goals within reach.
Reach out to Boudreau & Associates today. Your future deserves it.