About Us

At Bootle & Associates, we believe that wealth is about more than investing – it’s about all aspects of your financial well-being, future and legacy.

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Our Approach

We design comprehensive state of the art financial plans by following a sophisticated wealth management process that delivers generational financial confidence.

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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.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Bootle & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Investment Planning

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of Bootle & Associates’ investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Business Succession

Business Succession

You have built your business to where it is today. We can help you plan for what happens next. A successful transition of your business is a critical aspect of your financial well-being. We can help you navigate the key decisions to help you achieve your goals.

Intergenerational Wealth

Intergenerational Wealth

The successful transfer of wealth between you and your children begins with a conversation. With the largest intergenerational wealth transfer in Canada approaching, it’s important to be prepared. We can help with that conversation and help you build a sustainable plan.

Our Leadership

Education Centre

The lifetime capital gains exemption (LCGE) is one of the key tax planning advantages available to small business owners, farmers, and fishers. In 2021, it can exempt from tax up to $892,218 of capital gains realized on the sale of shares of a qualified small business corporation and up to $1 million of capital gains realized on the sale of shares of a family farm or fishing corporation.
IG PRIVATE WEALTH MANAGEMENT |
In response to the COVID-19 pandemic, employers have embraced an environment where employees work from home. With the opportunity to work from home, some Canadians are taking the opportunity to work from anywhere. For some that means working from the cottage or working from a foreign location. Before you switch from working from home to a location of your choice, there are a few things that you should consider.
IG PRIVATE WEALTH MANAGEMENT |
An important part of financial planning is making sure that you have an estate plan that meets your personal needs. A key component of any well constructed estate plan is to make sure that you have an up to date power of attorney for financial decisions (referred to as a “protection mandate” in Quebec).

Is there a way to time the market for optimal investment results?

Download our free whitepaper to see why time in the market, not timing the market, is what builds wealth.

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Our Philosophy

We manage the complexities of your wealth to enhance your financial well-being.

IG Living Plan

The IG Living Plan is a holistic plan that considers your full financial life and looks at whether you’re saving enough, spending wisely, properly protecting yourself from the unexpected, while always considering how to maximize your tax efficiency along the way.

Why IG?

Our personal and financial lives have become increasingly complex. That’s why we believe there’s never been a better time for truly comprehensive financial planning.

 We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.