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.
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.
Services
At Bourgeault & Associates Private Wealth Management, we pride ourselves in providing an extraordinary client service experience and fulfilling your financial planning needs with integrity, intelligence and innovation. We create tailored strategies for retirees, business owners and professionals to grow and protect your wealth for you and future generations.
Bourgeault & Associates Private Wealth Management offers you a sophisticated approach to managing your wealth by creating tailored strategies to meet your short and long term needs. We've provided wealth management services since 1995. Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life.
Our team has the expertise and experience to address the most complex and evolving needs of our clients. With an enhanced collaborative approach, we are able to provide you with local attention and national support. Your financial well-being is at the centre of everything we do, and we will tailor our approach to your unique needs.
Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
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. As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast.
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