Kelsey Boudreau
About Kelsey Boudreau
Kelsey Boudreau is a Certified Financial Planner at IG Wealth Management in Kamloops, British Columbia, with over eight years of experience. She specializes in integrated tax and risk management strategies, business financial needs, and philanthropic planning.
Work at IG Wealth Management
Kelsey Boudreau has been a Consultant at IG Wealth Management since 2016, accumulating eight years of experience in Kamloops, British Columbia. In 2019, she transitioned to the role of Certified Financial Planner. Her work involves integrating tax and risk management strategies across six key dimensions of financial life for her clients. She specializes in developing personalized financial plans that align with clients' unique circumstances, ensuring comprehensive support for their financial goals.
Education and Expertise
Kelsey Boudreau has a solid educational background in finance and management. She studied at FP Canada, where she achieved the Certified Financial Planner designation from 2016 to 2019. Additionally, she obtained a Real Estate License from Mount Royal University, completing her studies in 2009. Kelsey also attended the Northern Alberta Institute of Technology, where she focused on Business Administration and Management. This diverse educational foundation supports her expertise in financial planning and management.
Background
Kelsey Boudreau has built her career in financial planning with a focus on serving clients in Kamloops, British Columbia. Her professional journey began in 2016 at IG Wealth Management, where she has developed a reputation for her comprehensive approach to financial planning. Kelsey works closely with clients, incorporating strategies that address both personal and business financial needs, including corporate investments and succession planning.
Client Services and Strategies
Kelsey Boudreau assists clients in establishing philanthropic and charitable giving plans as part of their intergenerational wealth and estate planning. She collaborates with clients' existing tax and legal teams to ensure that financial planning is tailored to their specific needs. Her focus on optimizing retirement includes managing risks and creating tax-efficient income streams, which are essential for her clients' long-term financial well-being.