Kelsey Boudreau CFP®, RRC®

Executive Financial Consultant, Boudreau & Associates Private Wealth Management

An Executive Financial Consultant with Boudreau & Associates Private Wealth Management, Kelsey Boudreau leads a highly respected financial planning practice within IG Wealth Management, serving high-net-worth individuals, families, and business owners.

Since joining IG Wealth in 2016, Kelsey has earned her CERTIFIED FINANCIAL PLANNER (CFP®) designation and is a Registered Retirement Counsellor (RRC), equipping her with the technical expertise and strategic insight needed to guide clients through every stage of their financial journey.

Kelsey and her team take a deeply personalized, holistic approach to wealth management—developing tailored strategies that address retirement planning, tax efficiency, estate planning, and wealth preservation. Her mission is simple: to help clients realize their goals and live with financial clarity and confidence.

What sets Kelsey apart is her commitment to building lifelong relationships rooted in trust, integrity, and advice clients can count on. She understands that financial planning is not just about numbers—it’s about people, their aspirations, and the legacy they want to leave behind.

Outside the office, Kelsey treasures summer days at the Shuswap and winter escapes to Sun Peaks with her husband, Bryan, and their two young children, Myra and Boe. She’s deeply connected to her community and finds joy in nature, travel, and living life with purpose and presence.

Ready to build a financial plan that reflects your values and vision?