Blucke & Associates is proud to be one of the few IIROC-licensed teams in the Okanagan. With an enhanced team-based approach that blends both local roots and national expertise, we offer an elevated level of investment advice and resources. Every strategy we design is tailored to your unique needs—helping you manage wealth, protect your future, and achieve your goals with confidence.
Bursting with Investment Performance
A major contributor to reaching your financial goals is your portfolio—and its ability to deliver consistent results. IG’s disciplined investment approach, backed by world-class asset managers, ensures your portfolio has the performance potential needed to succeed. In fact, IG currently offers 59 investment solutions rated four or five stars by Morningstar, a trusted, data-driven measure of returns compared to peers.
We believe the best investment talent isn’t confined to one firm or geography. That’s why we search globally for proven managers and bring them to your portfolio—so you can benefit from top-tier expertise wherever it exists.
A Portfolio With Purpose
Investments don’t exist in isolation. They are one part of a larger story that includes tax planning, retirement strategies, and estate considerations. At Blucke & Associates - IG Private Wealth Management, we build investment strategies that connect every piece of your financial life. As a Kelowna investment advisor team, we ensure your portfolio is designed not just for returns, but to fuel the long-term goals and values that matter most to you.
Tax-Smart Investing
Taxes can quietly erode returns. That’s why our role as your investment advisor Kelowna is to integrate tax strategies directly into your plan. We use account allocation, strategic withdrawals, and income-splitting opportunities to minimize tax drag. Every dollar saved in tax is another dollar that works toward your vision.
Turning Wealth Into Income
Your portfolio should continue working even after you stop. With income-focused investments—dividends, bonds, REITs, and structured solutions—we transform wealth into a sustainable retirement income stream. Whether you’re preparing for retirement or already there, we help you design investment planning strategies that balance growth with reliable cash flow.
The Power of Alternatives
Traditional portfolios have their limits. For many affluent clients, alternative investments provide diversification and resilience. As one of the best high-net-worth investment firms in the Okanagan, we offer access to private equity, real estate, hedge funds, and other strategies not always available through traditional channels. Our high-net-worth investment advisors help position these solutions carefully, ensuring they enhance portfolios while managing risk.
Sustainable Investing
Your portfolio can reflect your values as well as your goals. For clients interested in ESG and impact investing, we build portfolios that align with principles such as clean energy, ethical practices, and diversity—all without sacrificing performance.
IG Climate Action Portfolios
There’s a massive global response underway to combat the threat posed by climate change. The shift to a low-carbon economy could create huge investment opportunities. IG Climate Action Portfolios offers the potential for your investments to have a positive impact on the planet while also benefiting from the growth created by this economic transition.
More Than Guidance—Partnership
Markets shift, priorities evolve, and opportunities come unexpectedly. That’s why our role as investment advisors goes beyond managing accounts—we walk with you through every decision. From rebalancing portfolios to integrating inheritance funds or adjusting after a business sale, we ensure your investment plan adapts seamlessly to life’s changes.
Why Clients Trust Us
We have built our practice on trust, transparency, and proactive advice. With three licensed advisors and deep community roots, clients know they’ll always work with familiar faces who understand their story. Our collaborative approach means we also work directly with your accountant and lawyer, ensuring your investment planning integrates with every other part of your financial life.
Blucke & Associates delivers investment planning Kelowna families, business owners, and professionals can rely on. As your investment advisor and partner in wealth management, we provide strategies that combine performance, tax efficiency, and long-term vision—helping you grow wealth today and preserve it for generations.