About Us

Blucke & Associates is a team of financial professionals dedicated to guiding affluent Canadians toward their goals with clarity and confidence. Based in Kelowna and serving the Okanagan and beyond, we bring more than 37 years of combined experience to every client relationship.

As a high-net-worth financial advisor team, we provide strategies tailored to each individual and family, anticipating evolving needs and aligning every piece of the financial picture.

Whether planning for retirement, facing complex tax considerations, or exploring ways to transition wealth, our role is to simplify complexity and ensure decisions are connected, coordinated, and effective.

Proactive Planning That Puts You First

Too often, clients come to us after years of feeling they had to chase advice. At Blucke & Associates, we reverse that experience. We initiate regular check-ins, address issues before they become challenges, and keep your financial plan one step ahead. As CERTIFIED FINANCIAL PLANNER®️ professionals, we know the importance of being proactive rather than reactive. Clients across the Okanagan tell us this approach gives them peace of mind, knowing their financial world is being managed with foresight and care.

Collaboration with Your Professionals

Financial planning is never done in isolation. We regularly coordinate with accountants, lawyers, and other professionals to ensure every piece of your financial world fits together. Tax strategies, estate plans, and business succession decisions all work better when aligned. As high-net-worth advisors, our strength lies in making sure nothing is missed, every detail is synchronized, and every decision supports your long-term vision.

Deep Roots and Community Focus

Jason Blucke has been serving clients since 2008, growing the practice into a trusted, referral-driven business built on reputation and results. Our roots in the Okanagan run deep. From charitable initiatives to involvement with the Kelowna Rockets, we are committed to giving back to the community we serve.

Trusted Private Wealth Management

We go far beyond investment advice. Our role as your financial planner is to deliver comprehensive strategies that cover cash flow, retirement income, tax planning, estate coordination, and legacy planning. We specialize in high-net-worth wealth management, helping families and business owners protect, grow, and transition significant assets. With our private wealth management approach, every decision is intentional, every opportunity explored, and every goal supported with strategy.

Blucke & Associates - IG Private Wealth Management is where expertise, accountability, and care come together. As your trusted team of CERTIFIED FINANCIAL PLANNER®️ professionals, we are here to guide you with confidence—today and for generations to come.

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 combine local attention with national support. Beyond our immediate team, we have direct access to specialists in estate, insurance, wealth, and mortgage planning. For situations that require advanced strategies, the IG Private Wealth Planning Experience connects clients to a multidisciplinary group of professionals—tax accountants, estate lawyers, notaries (in Québec), pension specialists, and financial planning experts—ensuring no part of your financial life is overlooked.

 

Client Services

Access to Experts

IG in-house experts work with our team to deliver investment management, tax mitigation, wealth and estate planning, mortgage, credit, and insurance recommendations to help our clients make the most of their wealth. The team of experts includes tax accountants, estate lawyers (and notaries in Quebec), financial planning and pension specialists, mortgage advisors, portfolio strategists, and estate and insurance specialists. We also have access to the IG Private Company Advisory team that provides strategic and transaction services to mid-market businesses. Individual experts and specialists are represented by the following individuals:

 

Christine Van Cauwenberghe

Christine Van Cauwenberghe

Head of Financial Planning

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Christine Van Cauwenberghe

B. Comm. (Hons), LL. B., TEP, CFP®, RRC
Head of Financial Planning

Christine is Head of Financial Planning in the Advanced Financial Planning department of IG Wealth Management. She provides advice to high net worth clients on complex tax and estate planning matters. Christine also manages a team of professionals, including lawyers, notaries, accountants, and pension experts located across Canada.

Christine is the author of Wealth Planning Strategies for Canadians, which is published annually by Thomson Carswell and is currently in its 13th edition. Christine is a member of the Canadian Tax Foundation, has her CERTIFIED FINANCIAL PLANNER designation, is a Registered Retirement Consultant and is a Trust & Estate Practitioner, as certified by the Society of Trust and Estate Practitioners (“STEP”). She is on the board of STEP Canada and has been involved in many aspects of the organization, including the Education Committee, the editorial committee for their national magazine, STEP Inside, and the organizing committee for the STEP National Conference, held annually in Toronto. She has published several industry papers, including with the Canadian Tax Foundation, the Canadian Association of Life Underwriters, the Law Society of Manitoba and the Estates, Trusts and Pension Journal. Christine has given lectures to numerous professional groups and is a regular media spokesperson for IG Wealth Management.

Christine obtained both her Commerce and Law degrees from the University of Manitoba prior to being called to the Bar in both Manitoba (1995) and Ontario (2004). Christine spent several years practicing tax law with a large law firm in Winnipeg prior to joining IG Wealth Management in 2001.

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Aurèle Courcelles

Aurèle Courcelles

Vice-President, Tax and Estate Planning

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Aurèle Courcelles

CPA, CMA, TEP, CFP®, FP Canada™ Fellow
Vice-President, Tax and Estate Planning

Aurèle leads the Advanced Financial Planning department at IG Wealth Management and is responsible for coordinating planning support for high-net-worth clients. His goal is to ensure that clients receive the highest quality tax, estate and financial planning advice tailored to their goals and circumstances.

After starting his career at a larger accounting firm in Winnipeg, Aurèle joined IG Wealth Management in 1996. He has worked with individuals and owner-managers of private companies on issues relating to tax planning, business succession, executive compensation and estate planning. He has made numerous presentations to both public and professional audiences and is frequently in the media providing expertise on these topics.

His passion for the financial planning profession has seen him volunteer his time and share his knowledge with industry organizations. He has been volunteering with FP Canada since 2010 and has been a member of the Board of Directors of the Institut de planification financière since 2019.

Aurèle is a Chartered Professional Accountant. He holds the CERTIFIED FINANCIAL PLANNER® and Trust and Estate Practitioner (TEP) designations and has received the FP CanadaTM Fellow distinction for advancing FP Canada's purpose and promoting and embodying FP Canada's professional standards.

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Philip Petursson

Philip Petursson

Chief Investment Strategist

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Philip Petursson

B.Comm., CIM
Chief Investment Strategist

Philip Petursson is a seasoned leader with over 25 years of experience in investments, capital markets research, and strategy. As IG's Chief Investment Strategist, he serves as the primary spokesperson on market trends and economic insights that impact Canadian investors.

Known for his clear and engaging communication style, Philip has a unique ability to simplify complex market data, helping advisors and clients navigate ever-changing conditions with confidence. His expertise in macroeconomics and evidence-based decision-making enables him to cut through the noise of the markets and deliver actionable, timely insights. An award-winning podcaster, Philip hosts The IG Living Market Podcast, delivering weekly five-minute episodes that break down key investment news and trends in a relatable way. His dedication to transparency and collaboration ensures that clients remain informed, empowered, and positioned to achieve their financial goals in any market environment.

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Ashish Utarid

Ashish Utarid

Assistant Vice-President, Investment Strategy

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Ashish Utarid

CIM, QAFP, PFP, FCSI
Assistant Vice-President, Investment Strategy

Ashish Utarid brings over 20 years of financial services expertise to his role as Assistant Vice-President, Investment Strategy at IG Wealth Management. Known for his clear and relatable communication style, Ashish simplifies complex financial concepts to help advisors and clients confidently navigate ever-changing markets. With a passion for behavioral economics, Ashish combines a holistic view of market trends with data-driven insights to provide timely and actionable guidance.

His ability to connect market analysis with practical financial planning ensures clients stay focused on achieving their goals. As co-host of the IG Living Market Podcast, Ashish breaks down investment news and trends in an engaging and accessible way. Dedicated to clarity, collaboration and client success, he plays a key role in helping clients build confidence in their financial futures.

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Shahrshad Rajabzadeh

Shahrshad Rajabzadeh

Vice-President, National Sales

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Shahrshad Rajabzadeh

Vice-President, National Sales

Shahrshad is responsible for portfolio analysis, construction, and recommendations for high-net-worth investment strategies at IG. He leads the Product Management, Portfolio Strategists, and Wholesale Distribution teams.

His teams provide Advisors with relevant and timely capital market and investment commentary, product updates and information, as well as industry and competitive analysis, all designed to provide clients with a superior wealth management experience.

Shahrshad has developed his vast knowledge of investment trends and products through more than 20 years of financial services experience. He began his career in financial services as a successful insurance and investment advisor, creating a deep recognition that each client has unique needs that require unique solutions.

Shahrshad holds a degree in computer science from the University of Prince Edward Island and a diploma in computer engineering from Seneca College.

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Shauna Clarke

Shauna Clarke

Vice-President, Mortgage & Banking Solutions

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Shauna Clarke

CFP®
Vice-President, Mortgage & Banking Solutions

Shauna leads the Mortgage & Banking team at IG Wealth Management. She is responsible for the mortgage and financing solutions that support the borrowing needs of our clients. Her role is to ensure that the evolution of IG's mortgage and banking business lines deliver innovative, advice-driven financing and banking solutions that enable superior wealth planning for clients. Her team of Financing Specialists supports IG Advisors in delivering mortgage and financing solutions that are are fully integrated into each client's holistic IG Living Plan and aligned with achieving their financial goals.

With over 25 years of experience in financial services & wealth management, Shauna is a CERTIFIED FINANCIAL PLANNER® professional and experienced leader who has served teams supporting clients and advisors in the financial planning, full-service brokerage and private banking spaces. Shauna is passionate about financial planning, client experience and coaching, and is recognized for leading high-performance teams who deliver exceptional advice and experience.

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Mike Albert

Mike Albert

Vice-President, Insurance Services

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Mike Albert

BA, CHS, CPCA, EPC
Vice-President, Insurance Services

Mike Albert is the Vice-President, Insurance Solutions at IG Wealth Management. As the leader of the Insurance Solutions team, Mike is at the forefront of developing and executing innovative sales strategies to achieve IG's insurance sales targets. He works closely with Regional and Senior Vice-Presidents across all Advisor channels and vendor partners to expand and manage the insurance pipeline, delivering customized private wealth solutions for high-net-worth clients.

With a distinguished career spanning over 26 years in the insurance industry, primarily at Canada Life, Mike has excelled in various senior roles from field sales to head office leadership. His track record includes spearheading projects that significantly boosted insurance sales and enhanced advisor and client satisfaction. Mike's expertise in launching new products, planning distribution structures, and supporting advisors with high-net-worth client planning underscores his commitment to excellence. His collaborative leadership style is centered on fostering innovation and driving market growth.

Mike is a licensed life and accident sickness insurance professional and an active member of Advocis and Estate Planning Council of Canada. Committed to lifelong learning, he has completed numerous Advocis courses, including Financial Planning Fundamentals and Wealth Management and Estate Planning. He holds the Canadian Securities Course (CSC) and Conduct Practice Handbook (CPH) certificates, as well as the Certified Health Specialist (CHS), Certified Professional Consultant on Aging (CPCA), and Elder Planning Counselor (EPC) designations. Currently, he is pursuing his Chartered Life Underwriter (CLU) designation.

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David Turnbull

David Turnbull

Head of Private Company Advisory

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David Turnbull

MBA, CFA
Head of Private Company Advisory

David Turnbull leads IG Private Company Advisory, drawing on more than 25 years of investment banking and capital markets experience to help our corporate and entrepreneurial clients secure financing, drive growth and maximize the value of their businesses. David's primary focus is on building and capturing value for companies with annual revenues in the range of $20 million to $1 billion. He and his team partner with business owners and executives in a diverse range of industries, providing tailored financing solutions, strategic advisory, and mergers and acquisitions strategies to create wealth.”

David sees the world through an entrepreneur's lens. He has a keen understanding of the Canadian business landscape and, as an MBA from Ivey Business School and a Chartered Financial Analyst, is adept at creating value within that landscape. He sees a commonality of purpose across all of IG's services. IG is known for using a holistic planning process and applying specialized expertise to help clients uncover opportunities, cut through complexity and create wealth over the long term. Through IG Private Company Advisory, they extend that ethos and approach to serving business owners in ways other providers typically don't: offering tailored analysis and advice to maximize wealth

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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: