At Blucke & Associates, we are committed to helping affluent Canadians manage the complex and evolving needs of their wealth. Based in Kelowna and serving clients across the Okanagan and British Columbia, we take a comprehensive approach to your overall financial well-being. Our role as financial planners is to simplify decisions, protect assets, and anticipate needs, ensuring every part of your financial life is connected. Clients and their families are at the heart of everything we do, every day.
Financial Planning for Pre-Retirees and Retirees
After years of building wealth, the next chapter brings new priorities—protecting, enjoying, and eventually transferring that wealth. We help pre-retirees and retirees create tax-efficient lifelong income streams, protect their assets from erosion, and plan for the legacy they want to leave behind. Many clients are living longer than expected, and strategies must account for decades of retirement while keeping lifestyle goals intact. With our guidance, clients in Kelowna and beyond enjoy retirement with clarity and confidence.
Financial Planning for Business Owners and Entrepreneurs
As a financial advisor for business owners, we understand the demands of running and growing a company. Building wealth is about creating lasting value inside and outside the business. We work with entrepreneurs and small business owners to design succession plans, establish holding companies, optimize tax strategies, and build diversified portfolios that provide financial security long after the business has been sold or transitioned. As a small business financial advisor, we know how to align personal and business goals so both thrive together.
Financial Planning for Healthcare Professionals
Physicians, dentists, and healthcare professionals face unique financial realities. From complex tax considerations to corporate structures and insurance needs, the details of financial planning for physicians and financial planning for dentists require specialized expertise. We provide financial advice for doctors that includes incorporating practices, reducing active business income tax, and maximizing deductions. As trusted advisors, we create coordinated financial plans for physicians and other types of healthcare professionals that connect cash flow, investments, and estate strategies.
Financial Planning for Athletes
Athletes face unique challenges: shorter career spans, high early earnings, and demanding schedules. Jason Blucke’s background as a former athlete gives him unique insight into building financial plans that extend wealth far beyond a professional career. As a professional athlete financial advisor and hockey financial advisor, we help athletes manage cash flow, structure savings, and build long-term strategies. We help ensure that income earned today creates stability for decades to come.