Jason Blucke, CFP®, answers common questions new clients have, and highlights the professional, first class experience clients receive.
Welcome to Blucke & Associates
Watch below to learn more about our team’s specialized approach and the clients we typically work with.
Jason addresses why high value business owners, professionals, athletes and retirees choose to work with him.
Meet Our Team
Our Solutions
With an enhanced team-based approach that provides both local and national industry expertise, Blucke & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.
Tax Planning
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
Investment Planning*
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
(*Offered through Investors Group Securities Inc.)
Estate Planning
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
What Our Clients Say
You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
Videos
A First Class Client Experience
Jason Blucke CFP in this short 2 minute video answers common questions new clients have and highlights the professional, first class experience his clients receive.
IG Living Plan
The IG Living Plan is a holistic plan that considers your full financial life and looks at whether you’re saving enough, spending wisely, properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency along the way.
Support for Small Businesses across Canada
We don't know how to make a vaccine. We can’t keep shelves stocked or keep buses moving but we can help small businesses.
Education Centre
There are several tax benefits to being part of either a married or common-law couple. These include taking advantage of the spousal tax credit and pooling your charitable donations and medical expenses to receive a larger tax credit.
Looking ahead to 2023, we’re feeling more optimistic towards both the equity and fixed income markets (we’re confident they’ll soon come out of their troughs).
As people approach retirement, their thoughts often turn to estate planning and making sure their final wishes are officially documented. They could also consider having someone help them with their financial decisions. This can lead them to appointing an executor for their will or signing a power of attorney.