Bourgeault & Associates

At Bourgeault & Associates Private Wealth Management, we take a holistic approach to guiding affluent Canadians toward their financial goals. Composed of experienced financial professionals, we go beyond simply managing investments to craft a personalized financial plan that aligns with your unique needs and aspirations.

Our Expertise

Our team of seasoned professionals offers comprehensive expertise in:

• Retirement Planning: Maximize your retirement savings potential and plan for a secure future.
• Tax Planning: Maximize your returns and minimize your tax burden through strategic planning.
• Investment Planning: Build a diversified portfolio that aligns with your individual goals and risk tolerance.
• Insurance Planning: Customize your risk management strategy to protect your assets and ensure financial security.
• Cash and Liquidity Management: Maintain optimal access to your funds while planning for long-term goals.
• Estate Planning: Ensure your wealth is distributed according to your wishes and protect your legacy.

A Personalized Approach

We understand that every client is unique, with diverse goals and circumstances. We take the time to understand your individual needs, aspirations, and planning horizon. Our collaborative and personalized approach ensures your financial plan is tailored to your specific requirements and evolves alongside your life milestones.

Building Relationships

At Bourgeault & Associates, we prioritize open communication and transparency. We believe in building lasting relationships with our clients, founded on trust and mutual understanding.

Community Involvement

As responsible citizens, we actively contribute to the communities we serve. We support various local charities and organizations, fostering a culture of generosity and social responsibility.

Our Commitment

At Bourgeault & Associates Private Wealth Management, we are dedicated to providing personalized guidance and tailored solutions to help you achieve financial success. We are committed to upholding the highest ethical standards and delivering exceptional client experiences.