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.
Visit WebsiteFrequently Asked Questions (FAQs)
Blucke & Associates IG Private Wealth Management is located at Landmark 6, 1631 Dickson Ave Floor 6, Kelowna, V1Y 0B5.
You can contact Blucke & Associates IG Private Wealth Management by calling +1-2509800044.
Blucke & Associates IG Private Wealth Management is listed under the following categories: Financial advisor, Financial consultant, Financial planner, Life insurance agency, Tax consultant .
Blucke & Associates IG Private Wealth Management provides services in the following areas: Kelowna, West Kelowna, British Columbia, Okanagan .
Blucke & Associates IG Private Wealth Management offers the following products: Mutual funds, Investment products, Insurance products, Mortgage services .
Blucke & Associates IG Private Wealth Management provides a range of services, including: 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 .
Blucke & Associates IG Private Wealth Management specializes in: High-net-worth financial planning, Comprehensive wealth management, Tax-efficient strategies, Estate and legacy planning, Business owner financial strategies, Athlete financial advisory .
Blucke & Associates IG Private Wealth Management was established in 2008.
The languages spoken at Blucke & Associates IG Private Wealth Management include: English .
Blucke & Associates IG Private Wealth Management accepts the following payment options: Cash, Check, Visa, MasterCard, American Express, Discover, Invoice, Financing .
Nearby Financial advisor Businesses
Certified Financial Planner Kelowna ~ C. Scott Turner, Investment Advisor
1631 Dickson Ave 11th floor, Kelowna, BC, V1Y 7W6, CA
Safe Harbour Financial Solutions Inc. - Twyla Hardham - Certified Financial Planner
1980 Cooper Rd #108, Kelowna, BC, V1Y 8K5, CA
Insight Planning Wealth Management
890 Clement Ave Unit 306, Kelowna, BC, V1Y 0H8, CA
Matte & Associates Financial Solutions
1789 K. L. O. Rd #203, Kelowna, BC, V1W 3P3, CA
