What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30am Friday 8:30am - 4:30pm

Boudreau & Associates Private Wealth Management

Home
Canada
Kamloops, BC
Boudreau & Associates Private Wealth Management

Executive Financial Consultant
IG Wealth Management Inc. Mutual Fund Division

Disclosures: https://www.investorsgroup.com/en/

At Boudreau & Associates Private Wealth Management, we provide comprehensive financial planning and wealth management services for high-net-worth individuals, families, and business owners across Canada. As part of IG Wealth Management, our team delivers personalized, tax-efficient strategies designed to grow and protect your wealth for generations. We specialize in working with people who seek mo

re than just financial advice — they want a strategic partner to help protect, grow, and transition wealth with intention. Our mission is to provide you with clarity, confidence, and control over your financial future, so you can live with purpose and focus on what matters most. We understand that true wealth is about more than numbers — it's about creating lasting impact, preserving your legacy, and enjoying the freedom you've worked hard to achieve. Whether you're a business owner planning succession, approaching retirement, or navigating a complex wealth structure, we offer tailored, tax-efficient solutions designed to simplify decision-making and maximize outcomes. Our team acts as a central hub, coordinating all aspects of your financial life — from investment strategy and cash flow optimization to estate planning and intergenerational wealth transfer. We take a proactive, disciplined approach, grounded in deep expertise and a commitment to exceptional service. Our promise is simple:

-You’ll have a clear, forward-thinking plan aligned with your goals.
-You’ll feel confident your wealth is being preserved and optimized.
-You’ll spend less time managing finances — and more time enjoying life. At Boudreau & Associates, we bring structure to complexity, and strategy to your vision

Looking for a trusted financial advisor in British Columbia? Contact Boudreau & Associates today to schedule a consultation and discover how we can help you preserve, grow, and transition your wealth.

05/27/2026

Selling a rental property? Let’s talk about keeping more of the proceeds in your pocket.

Most property owners focus on the sale price. Far fewer think about the capital gains tax that comes next.

A quick check-in before you list could help save thousands in taxes and make sure your sale supports your long-term wealth plan.

Book a confidential consultation today and let us help you sell smart.

05/22/2026

Most people worry about probate. But most don’t fully understand it.

Probate is simply the legal process of settling an estate by confirming a will and distributing assets.

It’s often seen as something to avoid, but in many cases, it’s not the biggest concern.

But it is important to know how it fits into your overall plan - and where it makes sense to plan around it.

Clear strategy leads to better decisions.

If you’re unsure how probate impacts your estate, let’s talk through it together. Book a meeting with our office today.

05/16/2026

Wishing everyone a safe and wonderful Victoria Day long weekend.
We hope it’s filled with sunshine, good company, and a little time to slow down and enjoy the moments that matter most.

05/15/2026

100 years of sitting across the table from our clients.

100 years of big decisions, uncertain markets, and everything in between.

What’s stayed consistent is the trust people place in us to help them make sense of things, stay steady, and move forward with clarity.

And that’s something we’ve always taken seriously.

Can’t wait to see what the next 100 brings. Thanks to all our clients past, present, and future.

05/13/2026

This decision will outlive you. So, it’s important to choose wisely.

Your executor is responsible for carrying out your wishes, managing decisions, and supporting your family during an already difficult time.

The right choice brings clarity, organization, and trust when it matters most.

If you’re unsure who the right person is, let’s talk it through and build a plan that reflects your intentions.

05/11/2026

Yesterday was Mother’s Day, and we couldn’t let the weekend pass without acknowledging all the incredible moms and mother figures out there. 💛

We hope your weekend was filled with quality time, meaningful moments and feeling appreciated for everything you do — because there’s a lot that happens behind the scenes that often goes unseen.

Family is at the centre of so much of what we plan for, and days like yesterday are a beautiful reminder of that.

05/08/2026

We know. It’s not about avoidance, it’s about priorities.

And when everything else feels more urgent, finances get pushed to the side.

If you've been waiting to get around to it, this is your sign.

Simply give our office a call and book a meeting - we’ll make sure it’s worth your time.

05/05/2026

We’re incredibly honoured to be nominated in the Best of Kamloops awards for Financial Advisor or Planner, Insurance Advisor/Broker/Agent, Insurance Agency, Investment Advisor, and Wealth Advisor (Person).

To everyone who has supported us so far, thank you. It truly means the world.

If we’ve helped you, guided you, or made a difference in your financial journey, we’d be grateful for your nomination. Your support helps us continue doing what we love, serving this amazing community.

05/04/2026

A meaningful milestone — and we’re so incredibly greateful.

We have been nominated for Best of Kamloops 2026 in the category of

•Best Wealth Advisor

This recognition is a reflection of the relationships we’ve built and the trust our clients place in us every day.
If you feel we’ve made an impact, your nomination would mean a great deal.

Nominations are open until May 11 at 3:00 pm.
Vote Here 👇

https://bestof.kamloopsbcnow.com/

Thank you for your continued support.

05/01/2026

Delaying your financial plan is often not an intentional decision.

We see it all the time — putting off the call, delaying contributions, waiting to finalize a will or estate plan.
Not because it’s not important. But because life gets busy.

Unfortunately, the cost of waiting is often missed growth, unnecessary tax, and decisions made too late.

But the right plan doesn’t just give you direction - it gives you accountability to move forward with confidence.

If you’ve been meaning to get started, this is your sign. Let’s take the first step together.

04/29/2026

Some of the most impactful financial strategies aren’t widely discussed.

The Disability Tax Credit is one of them.

Many individuals and families are managing more than most people see (and don’t realize there may be support available to them.)

Understanding eligibility isn’t about labels.

It’s about recognizing the full picture of your day-to-day life and making sure your financial plan reflects it.

If this resonates, it may be worth exploring. Reach out and we can talk through it together.

Address

The Hive Suite 301 121 5th Avenue
Kamloops, BC
V2C0M1

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30am
Friday	8:30am - 4:30pm

Website

https://www.kboudreauandassociates.ca/

Alerts

Be the first to know and let us send you an email when Boudreau & Associates Private Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Boudreau & Associates Private Wealth Management: