About Us

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.

A key to your financial well-being is our ability to engage the right experts to meet those needs so you can benefit from as many financial opportunities as possible.

With 14+ years of experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others.

We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience. For you, this means more time to enjoy your life with the confidence that your financial affairs are in good hands.

Meet Our Team

Our team has the expertise and experience to address the most complex and evolving needs of clients. With an enhanced collaborative approach, we provide you with local attention and national support. Outside of our immediate team, we have direct access to dedicated specialists in the areas of estate, insurance, wealth, and mortgage planning. If your situation is more complex, the IG Private Wealth Planning Experience offers advanced support provided by an industry-leading multidisciplinary team, which includes tax accountants, estate lawyers (and notaries in Québec), financial planning specialists, pension specialists and individuals with various types of advanced expertise.

IIROC logo

 

Client Services

Advanced Financial Planning Experts

We have access to Advanced Financial Planning professionals who have the knowledge and experience to address even the most complex situations. They are supported by a team of over 20 CPAs, lawyers and other specialists coast to coast. The Advanced Financial Planning team is lead by the following individuals:

Regional Specialists

Our team has access to seasoned regional specialists who can provide additional insight and strategies to enhance your IG Living Plan.

Olga Kokilev

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

Testimonials

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 have worked with Jason and his team for 5 years now and we remain happy that we made the switch over to Investors Group. Jason really has our best interest at heart and can always be relied upon to give valuable advice. We have watched our investments grow on an annual basis and look forward to being able to fully retire knowing our money is in good hands 

Danny and Nicky M.

 

 Jason and his team have been amazing to work with. They built us a portfolio that has been growing well within our comfort levels. They have been very professional and very knowledgeable in our financial planning. We would highly recommend Jason and his team to anyone looking for help growing their nest egg! 

Amanda M.

 

 Jason is a fantastic advisor who really takes the time to understand our families goals and needs. Our family is very happy with Jason and his advice and trust him with our financial planning. Him and his staff are very knowledgeable and professional and I would recommend him to anyone. 

Bradley G.

 

 Jason is an amazing financial planner and I would highly recommend him. He's been in the business for well over a decade now and will Jason is an excellent CERTIFIED FINANCIAL PLANNER® professional that has really helped us to feel confident about our retirement. He will design a plan that is tailored to your dreams and goals and show you how to achieve them today and for your future. We highly recommend Jason so take the time to meet with him and relax knowing you have taken the first step for being in control of your retirement. 

Sharon S.

 

 Our experience with Jason was exceptional. He was very knowledgeable and very professional. We trust his advice and his decisions fully and we are very happy with the guidance he has provided us. Glad we finally found a positive path for our investments. I recommend Jason to anyone looking for a hardworking, honest, trustworthy advisor. 

Cody C.

Community Involvement

 

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. Here are a few of the organizations and initiatives we are proud to support:

IG Empower Your Tomorrow

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.


By using our expertise in financial planning, we deliver foundational financial education and resources to Canadians who need it most. Through this work, we empower Indigenous Peoples, newcomers, seniors and youth to manage their personal finances with confidence. It’s these kinds of positive changes that help create stronger communities and a better future for everyone.

www.empoweryourtomorrow.ca

In the Media

For all media inquiries and bookings for speaking engagements, please contact us at Jason.Blucke@igpwm.ca.

Featured Media Coverage

We have been featured in several magazines and news sites, including: