Boudreau & Associates Private Wealth Management

Boudreau & Associates Private Wealth Management Executive Financial Consultant
IG Wealth Management Inc.

Mutual Fund Division


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

https://bestof.kamloopsbcnow.com 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 d

esigned to grow and protect your wealth for generations. We specialize in working with people who seek more 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.

07/17/2026

This is more common than you think.

People are saving. Investing. Building wealth. But not many have a clear plan.

Without one, it’s hard to know:

- if you’re being tax efficient
- if your investments are aligned with your goals
- if your plan will hold up if life changes unexpectedly

A lot of people have accounts. Far fewer have a strategy that connects everything.

Often, that’s the missing piece.

If you’ve been meaning to take a closer look at the bigger picture, this is your sign to start the conversation. Give me a call today.

07/10/2026

A will is not a legacy plan.

A legacy plan goes beyond deciding who receives your assets.

And it gives you the confidence to spend in retirement, knowing your needs are covered and your legacy is still protected.

It’s not just about what you leave behind. It’s about how you live along the way.

If your plan stops at a will, let’s look at the bigger picture together. Book a meeting with me today.

Our team was proud to participate in this year’s Walk for Alzheimer's here in Kamloops.This cause touches many families,...
07/08/2026

Our team was proud to participate in this year’s Walk for Alzheimer's here in Kamloops.

This cause touches many families, including some of the families we work with every day.

As the National Sponsor of the Walk for Alzheimer's, IG Wealth Management is proud to support an event that raises awareness, funds important programs, and provides support to those living with Alzheimer's and other forms of dementia.

A special thank you to everyone who walked, volunteered, donated, and helped make this year's event a success.

The Kamloops walk has raised $41,688 with the official total expected this fall as donations are still being finalized.

We're grateful to be part of a community that continues to show up for important causes.

07/03/2026

A lot of people think the hard part is selling the rental property.

But often, it’s the tax side that catches people off guard.

Capital gains, recapture, timing, and how the sale fits into your overall financial picture can all impact how much of the proceeds that you actually get to keep. (And once the sale is finalized, your options become much more limited.)

This is one of those situations where planning ahead can make a BIG difference. And you may be surprised to know, it’s actually best to plan for this before the property even goes on the market.

So, if selling a rental property is something you’ve been considering, it’s worth reaching out for a conversation.

Wishing everyone a wonderful Canada Day. There’s a lot to appreciate about living in Canada — the communities we’re part...
07/01/2026

Wishing everyone a wonderful Canada Day.

There’s a lot to appreciate about living in Canada — the communities we’re part of, the opportunities we have, and the moments we get to share with the people we care about most.

We hope you get to spend some quality time with family and friends today.
Have a safe and relaxing Canada Day from all of us at Boudreau and Associates.

We are so incredibly grateful. 3x Gold: Insurance Advisor, Broker or Agent | Investment Advisor | Wealth AdvisorSilver: ...
06/27/2026

We are so incredibly grateful.

3x Gold: Insurance Advisor, Broker or Agent | Investment Advisor | Wealth Advisor
Silver: Financial Advisor or Planner

Best of Kamloops 2026 wouldn't mean anything without the clients and community who took the time to vote for us. Thank you for trusting us, showing up for us, and being part of this every single day- we don't take it for granted.

06/26/2026

Not getting involved in your finances and planning could be putting you at risk later.

A lot of women leave the financial side of life to their partner.

Not because they don’t understand it - because they’ve never really been brought into the conversation.

The best time to understand your finances is before you need to rely on them.

If you’d like help getting started, give our office a call and let’s have a conversation.

High income doesn’t automatically equal financial freedom.True freedom comes from knowing the number that it’ll take to ...
06/24/2026

High income doesn’t automatically equal financial freedom.

True freedom comes from knowing the number that it’ll take to fund your goals, so you can spend, travel, and give back without guilt.

Let’s find your number together.

One plan. Total clarity. Confident living.

06/19/2026

You’re doing great! (But now what?)

The strategy that got you here…isn’t the one that builds the long-term wealth that you’re looking for.

But that’s okay because no one ever told you what to do next.

Thankfully, the next step is a simple one…

Book a meeting - together we’ll make sure your long-term plan matches your goals.

Many business owners spend years focused on growth.Revenue grows. The business grows. Retained earnings build up.But eve...
06/12/2026

Many business owners spend years focused on growth.

Revenue grows. The business grows. Retained earnings build up.

But eventually, the conversation needs to shift from:
“How do I grow this?”

to:

“How do I use this growth long-term?”

A successful business AND a strong personal financial plan are connected - much more than most people realize.

If you're thinking about how to turn your business success into long-term financial security, let’s connect and talk about your goals.

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

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