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. (*Offered through Investors Group Securities Inc.)

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 Transfer

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.

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Education Centre

IG PRIVATE WEALTH MANAGEMENT |
Selling a business is a significant decision, often marking the culmination of years, if not decades, of hard work, perseverance, and dedication. The process can be complex and emotionally charged, and being well-prepared is key to ensuring a smooth transition and achieving the best possible outcome. This article will provide a detailed checklist to help guide medium-sized business owners through the necessary steps in preparing for the sale of their business.
IG PRIVATE WEALTH MANAGEMENT |
Creating a will means making big decisions that will impact your family for years after you’ve gone. While divvying up assets, assigning care for dependants and tax planning will take up most of your will-creating conversation, you’ll also have to consider who should be the executor of your will (or the liquidator 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.

Videos

Q3 market review: Markets rallied with expanding breadth

 

IG Private Wealth Management - Our Philosophy

Creating wealth for business owners

IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies.