Our Leadership

Paul is a CERTIFIED FINANCIAL PLANNER^® professional, Registered Retirement Consultant and Chartered Life Underwriter with over 30 years experience in the financial services industry. Paul is passionate about the value in planning and professional guidance and is humbled and grateful to work in a vocation that allows him to improve the quality of life for clients every day.

Clients feel well-informed and comfortable after a conversation with any Bourgeault & Associates team member. That builds their trust. As a professional, it's very motivating to me to inspire confidence and to be relied upon by people I respect.

Kelly has her Business Administration diploma and joined Bourgeault & Associates in 1997 as an Administrative Assistant. She became a licensed Associate Consultant by completing the Canadian Investment Funds course in 2014. Kelly excels in her roles as Associate Consultant and also manages the office. She strives to create and maintain extraordinary client service relationships.

Clients feel well-informed and comfortable after a conversation with any Bourgeault & Associates team member. That builds their trust. As a professional, it's very motivating to me to inspire confidence and to be relied upon by people I respect.

Gavin has been a Consultant with IG since March of 2016 and joined Bourgeault & Associates as an Associate Consultant in May of 2018. Gavin works out of our Prince Albert office while continuing to serve clients in Saskatoon and surrounding areas. Gavin is passionate about personal finance and helping clients build wealth through financial planning.

Jo-Ann joined our Team in November of 2021 as our Executive Assistant.  She has her Bachelor of Science in Commerce with a major in Business Management.  Jo-Ann is a vital part of our team and brings 22 years of banking and client service experience to her role.  Her experience, attention to detail, passion for learning and providing an excellent client service experience has been a welcome addition to our team.