Welcome to Bourgeault & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.
We will build your plan always to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. Yet we always meet every new client with a fresh perspective to consider their goals and uncover their unique needs.
We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.
With an enhanced team-based approach that provides both local and national industry expertise, Bourgeault & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we aim to integrate sophisticated tax planning solutions to help manage the complexities of your wealth and to ensure your overall plan is tax-efficient.
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
We have been fortunate to have worked with Paul Bourgeault since 1996. We have been treated with an extremely high level of professionalism. The service and advice that we receive from Paul is excellent and our interest always comes first. Regular meetings are organized around our schedules, allowing us to personally follow the growth of our investments. The advice he has provided us over the last two decades, has enabled us to both enjoy our money today and it has provided us with a nest egg for us when the time to retire arrives. Working with Paul and Kelly has been open and honest and we will continue to stay the course with his team.
Download our free whitepaper to see how a proper tax and estate plan works with you and your business throughout its life cycle to ensure you are maximizing wealth and minimizing taxes.
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