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Financial advisor

Blucke & Associates IG Private Wealth Management

Clarity, confidence, and connection in every financial plan.

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Landmark 6, 1631 Dickson Ave Floor 6, Kelowna, V1Y 0B5, CA +1 (250) 980-0044 jason.blucke@igpwm.ca
Contact Information

Address

Landmark 6, 1631 Dickson Ave Floor 6, Kelowna,

Nationwide Available

No

Description

Blucke & Associates - IG Private Wealth Management in Kelowna offers personalized financial planning and wealth management services for high-net-worth individuals, families, business owners, and athletes. Their team provides comprehensive strategies including investment, tax, estate, retirement, and business succession planning with a focus on clarity, confidence, and community involvement.

Accepted Payments
Cash Check Visa MasterCard American Express Discover Invoice Financing
Categories
Financial advisor Financial Consultant Financial Planner Life Insurance Agency Tax Consultant
Products Sold
Mutual funds Investment products Insurance products Mortgage services
Services Offered
Retirement Planning Tax Planning Investment Planning Insurance Planning Cash and Liquidity Management Estate Planning Business Succession Charitable Giving Intergenerational Wealth Transfer Post-Secondary Education Planning
Specialties
High-net-worth financial planning Comprehensive wealth management Tax-efficient strategies Estate and legacy planning Business owner financial strategies Athlete financial advisory
Associations
Canadian Investor Protection Fund CIRO CIPF Advocis Estate Planning Council of Canada Society of Trust and Estate Practitioners (STEP)
Brands
IG Wealth Management I.G. Insurance Services Inc. The Canada Life Assurance Company Investors Group Trust Co. Ltd. nesto inc.
Keywords (SEO)
Kelowna financial advisor high net worth wealth management Kelowna private wealth management BC tax planning for business owners Kelowna estate planning Kelowna BC investment planning for families Kelowna retirement planning Kelowna business succession planning BC financial advisor for athletes Kelowna IG Wealth Management Kelowna best financial advisor in kelowna bc

Additional Details

Establishment Info
Established: 2008
Operational Info
Frequently Asked Questions (FAQs)

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Service Areas

Kelowna, West Kelowna, British Columbia, Okanagan

Contact Information

Address

Landmark 6, 1631 Dickson Ave Floor 6, Kelowna,

Nationwide Available

No

Working Hours
Closed Today
  • Monday
    08:30 - 16:30
  • Tuesday
    08:30 - 16:30
  • Wednesday
    08:30 - 16:30
  • Thursday
    08:30 - 16:30
  • Friday
    08:30 - 16:30
  • Saturday
    CLOSED
  • Sunday
    CLOSED
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Languages Spoken: English
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