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.

08/28/2026

The Disability Tax Credit (DTC) is one of the most underutilized tax credits available to Canadians.

For those who qualify, it can help reduce taxes and may provide access to additional programs and benefits.

The challenge? Many people don't realize they're eligible.

If you or a family member are living with a prolonged physical or mental impairment, it’s worth exploring further. Call our office to set up a meeting.

08/21/2026

“If my spouse passes away, what happens to their CPP and Old Age Security?”

This is an important question.

And is one many people don't think to ask until they're faced with it. While there is a CPP survivor benefit, the amount you're eligible to receive depends on a number of factors, including both your spouse's CPP contributions and your own.

However, Old Age Security works differently.

OAS does not transfer to a surviving spouse, so those payments stop when the recipient passes away.

Understanding how these benefits fit into your overall financial plan can help you feel more prepared for whatever life brings. If you'd like to better understand how CPP, OAS, and other retirement benefits fit into your long-term plan, give me a call and let's start that conversation.

An inheritance comes with meaning, memories, and responsibility.We help our clients move forward with clarity, not confu...
08/19/2026

An inheritance comes with meaning, memories, and responsibility.

We help our clients move forward with clarity, not confusion.

Because this isn’t just about money. It’s about legacy.

Together, let’s build a strategy that honours both.

Call our office to book a confidential consultation with us today.

08/14/2026

This is the part no one mentions.

You can be successful, driven, and still unsure what you should be doing with your money.

That’s not a knowledge problem. It’s a clarity problem.

And even a little planning today can make a big difference tomorrow.

Call our office to book a meeting and let's talk about what makes the most sense for you.

Helping people feel informed, supported, and confident in their financial future is what we strive for every day.Knowing...
08/12/2026

Helping people feel informed, supported, and confident in their financial future is what we strive for every day.

Knowing our clients feel like part of the family is something we never take for granted.

Thank you, L.S., for your thoughtful words and for trusting us to be part of your financial journey.

08/07/2026

This is super common.

Your income grows, your lifestyle grows with it.

A bigger home. A new vehicle. Travel. More convenience.

And there's nothing wrong with enjoying what you've worked hard for.

The key is making sure your lifestyle grows alongside your financial plan, not ahead of it. And your long-term goals just need to be able to grow alongside it.

So, if it's been a while since you've reviewed your financial plan, it’s time to have a conversation.

You are excellent at running your business.But haven’t planned at all for how to leave it. Selling, transitioning, or st...
08/05/2026

You are excellent at running your business.

But haven’t planned at all for how to leave it.

Selling, transitioning, or stepping back from a business has major financial implications - especially from a tax and retirement perspective.

And often, the best opportunities come from planning well ahead.

(Even if you’re years away from selling or retiring.)

Whether you have thought about what your exit could look like or this is the first time the thought has crossed your mind… now is a good time to begin the conversation.

Happy BC Day! Today we celebrate the beautiful province we call home, its communities, landscapes, and the people who ma...
08/03/2026

Happy BC Day! Today we celebrate the beautiful province we call home, its communities, landscapes, and the people who make it such a special place to live and work.

Wishing everyone a safe and enjoyable long weekend!

07/31/2026

Most financial plans are built around things going right, for success.

But the strongest ones account for when things don’t.

Income changes. Life shifts. Priorities evolve.

Planning for those possibilities doesn’t make you negative.

It makes you more resilient.

A financial plan should give you confidence through every stage of life.
If you'd like to review yours, give our office a call and let's have a conversation.

07/24/2026

Starting CPP and OAS is not the same for everyone.

A lot of people assume they should start CPP and OAS as soon as they become available.

But that isn’t always the best strategy.

When you start taking CPP and OAS, can actually have a significant impact on:

- your retirement income
- your taxes
- and how long your money lasts over time

For some people, taking it earlier makes sense. For others, waiting can create a much stronger long-term outcome.

If your retirement date is approaching, it may be worth having a conversation about how CPP and OAS fit into your overall financial plan. Call our office to start the conversation.

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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