At Boudreau & Associates Private Wealth Management, we advocate for you in every financial decision. Our role is to protect your best interests at every turn. That means uncovering overlooked tax credits, helping you navigate major life transitions, and making sure your financial plan grows with you. We combine expertise with empathy to provide you confidence today and clarity for tomorrow. We’ll dig deep, ask the right questions, and build tailored strategies that truly reflect who you are and what you value.
Comprehensive Wealth Management Tailored To You
Every client has a unique financial story and vision for the future. We listen carefully, then build a wealth management plan designed specifically to fit your goals, values, and circumstances. Our team-based approach blends local knowledge with national industry expertise so you receive well-rounded, personalized advice.
From investment strategies to estate planning, our solutions are comprehensive and flexible so your wealth works as hard as you do.
Retirement PlanningWe believe retirement is more than a finish line, it's a new chapter. We guide you in defining what retirement means to you and how to get there. With our scenario-based tools, you can test decisions before making them, helping you:
Whatever your vision for retirement looks like, we design a plan that reflects your priorities and adapts as your life evolves. | Investment PlanningAt Boudreau & Associates, investing is a key part of your broader financial story. Our wealth advisors apply a disciplined approach and global insights to help you:
We design every portfolio to serve a clear purpose: supporting your real-life goals and long-term financial vision. |
Estate PlanningYour estate plan is the foundation for preserving your legacy and supporting the people you care about most. At Boudreau & Associates, we work closely with you to design a clear, thoughtful plan that honours your wishes, protects your wealth, and makes asset transfer simple and smooth. Our comprehensive estate planning services include:
With a detailed, well-structured estate plan, you gain peace of mind knowing your legacy will support your loved ones exactly as you intend. | Tax PlanningTaxes impact every financial decision you make. Our tax planning strategies dig deep into your situation optimizing corporate structures, claiming credits like the Disability Tax Credit, and aligning withdrawals to reduce tax burdens. We work closely with your accountant to ensure your full financial plan is tax-efficient, helping you protect more of what matters most. Together, we’ll:
With the right tax strategy in place, you can keep more of what you’ve earned and stay focused on what truly matters - supporting your life today and strengthening your future. |
Cash and Liquidity ManagementTaxes impact every financial decision you make. Our tax planning strategies dig deep into your situation optimizing corporate structures, claiming credits like the Disability Tax Credit, and aligning withdrawals to reduce tax burdens. We work closely with your accountant to ensure your full financial plan is tax-efficient, helping you protect more of what matters most. Together, we’ll:
With the right tax strategy in place, you can keep more of what you’ve earned and stay focused on what truly matters - supporting your life today and strengthening your future. | Charitable GivingCharitable giving is a powerful way to make a meaningful impact while enhancing your financial plan. At Boudreau & Associates, we help you create a giving strategy that reflects your values, maximizes tax benefits, and extends your support for the causes that matter most to you. Our services include:
Generosity goes beyond giving, it creates a lasting legacy that reflects your values, inspires others, and supports the causes you care about for generations to come. |
Lifestyle and Asset ProtectionThe value of the role that insurance plays in life has increased for many people. We can help you develop a well-constructed insurance plan, that will benefit your current financial situation and help reduce the chances of future financial challenges. | Intergenerational Wealth TransferAs Canada enters its largest intergenerational wealth transfer, thoughtful planning is more important than ever. We guide families through meaningful conversations and create long-term strategies that prepare heirs to manage wealth responsibly, protecting your legacy and ensuring your wealth is preserved for future generations. Our approach ensures:
Your legacy is more than paperwork. It’s the thoughtful expression of your values, a well-structured plan that supports your family’s future, and a foundation of care that guides generations to come with confidence and purpose. |
Business SuccessionYour business is a vital part of your financial future and legacy. At Boudreau & Associates, we guide you through every step of business succession, helping you build a plan that aligns with your retirement goals and preserves the value you’ve created. Our succession planning services include:
You’ve built your business with dedication. We help protect and transition its value to support your next chapter with confidence. | IG Private Company AdvisoryIG Private Company Advisory provides strategic and transaction advisory services for businesses with annual sales between $20 millions and $1 billion. Discover how we can help unlock your company's potential. |