Blucke & Associates - IG Private Wealth Management is one of the securities licensed teams in the Okanagan. This gives our clients a unique advantage: the ability to access advanced strategies and investment opportunities alongside personalized, local attention. Based in Kelowna and serving clients across British Columbia, we combine our expertise with IG’s national network of specialists, ensuring every financial decision is supported with the right knowledge and resources.
We provide financial planning that goes beyond portfolios, connecting every piece of your wealth into a coordinated strategy. As one of the best financial advisors for high-net-worth individuals in the Okanagan, our focus is on building clarity, confidence, and peace of mind for affluent families, entrepreneurs, and professionals.
Investment Performance That Supports Your Goals
Strong investment results are a key driver of financial success. IG Wealth Management offers 59 investment solutions rated four or five stars by Morningstar, bringing proven managers from around the world into client portfolios. This disciplined approach to investing ensures your strategy is not only diversified, but also aligned with your goals. For clients seeking the best high-net-worth wealth management, these solutions provide access to performance that helps protect, preserve, and grow wealth over time.
Click here to see our Top Performing Funds.
Retirement Planning
Your retirement will look different than your working years, and your wealth strategy should reflect that. We design personalized retirement income plans that balance lifestyle goals with long-term security, ensuring you enjoy the freedom you’ve worked hard to create.
Tax Planning
Taxes affect every financial decision. We integrate sophisticated strategies to reduce liabilities and maximize efficiency, ensuring your plan captures every opportunity. As a financial advisor for high-net-worth clients, we bring practical solutions that protect assets and optimize cash flow.
Investment Planning
Our disciplined investment process draws on IG’s global network of managers, giving clients exposure to opportunities across asset classes and geographies. Every portfolio is designed with your personal and family goals in mind.
Insurance Planning
Insurance is an essential safeguard. We help structure protection for life, disability, and critical illness that supports both your financial goals and your family’s long-term well-being.
Cash and Liquidity Management
We build strategies that balance liquidity with opportunity, ensuring you have access to capital when needed while keeping your long-term plan intact.
Estate Planning
Creating a lasting legacy requires careful preparation. We design estate plans that minimize tax, protect family harmony, and reflect your values.
Business Succession
For entrepreneurs, transitioning a business is one of the most important financial decisions of a lifetime. We guide you through every step—structuring tax strategies, planning ownership transfer, and ensuring the wealth you’ve built continues to serve you after your business chapter closes.
Charitable Giving
Philanthropy is both personal and powerful. We help integrate charitable giving into your financial plan, creating impact for causes you care about while maximizing tax benefits.
Intergenerational Wealth Transfer
With one of the largest wealth transfers in Canadian history underway, we help families create structured strategies that preserve assets, prepare heirs, and reduce tax.
Post-Secondary Education Planning
For children and grandchildren, we design education savings strategies that maximize government incentives and secure future opportunities.