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.
We design comprehensive state of the art financial plans by following a sophisticated wealth management process that delivers generational financial confidence.
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.
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.
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. (*Offered through Investors Group Securities Inc.)
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.
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.
Download our free whitepaper to see why time in the market, not timing the market, is what builds wealth.
We manage the complexities of your wealth to enhance your financial well-being.
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.
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.
