Jason Blucke, CFP®, answers common questions new clients have, and highlights the professional, first class experience clients receive.
Kelowna Financial Planning With A Personal Touch
At Blucke & Associates - IG Private Wealth Management, financial planning is about building clarity and confidence for every stage of life. Our team believes true advice comes from understanding your story, not just reviewing your numbers. We take the time to listen, learn, and create a plan that reflects who you are and where you want to go. With roots in the Okanagan and a reputation built on trust, our role as your Kelowna financial advisor is to simplify complexity, protect what matters, and create a roadmap that evolves with you. Whether you are a business owner, a family building wealth, or an athlete navigating unique opportunities, we bring strategy and personal care to every step.
Jason addresses why high value business owners, professionals, athletes and retirees choose to work with him.
Rooted in Community, Focused on Clients
Since 2008, Jason Blucke has been growing a practice that reflects the values of Kelowna and the wider Okanagan. Involvement with local organizations, from community charities to the Kelowna Rockets, reflects our belief that wealth should support more than individual goals—it should strengthen the community we share. Our reputation has grown through referrals and trust, built one client relationship at a time.
A Financial Advisor Kelowna Clients Trust
Many families and business owners in Kelowna, West Kelowna, and across British Columbia tell us they once felt they had to chase advice. With us, it’s the other way around. We initiate conversations, provide regular updates, and guide you through decisions before they become stressful. As your trusted Kelowna financial advisor, we make sure you’re never left wondering what comes next. Our clients say they value this proactive approach, because it shows we see the bigger picture.
Hockey Financial Advisor
Hockey careers move quickly, with earnings often peaking early and transitions coming fast. As a hockey financial advisor, Jason Blucke helps players and their families make the most of these opportunities by building strategies that protect wealth today and create long-term security for the future. Jason is a proud supporter of the Kelowna Rockets and co-founder of The Martell & Blucke Scholarship Fund, which helps hardworking young players overcome financial barriers to pursue their hockey dreams.
Meet Our Team
Our Solutions
Our approach begins with listening. Before we talk numbers, we take time to understand what matters most to you—your values, your vision, and the life you want to build. From there, we design strategies that bring every piece of your financial world into alignment. Everything is coordinated into one clear plan.
Tax Planning
Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
Investment Planning
We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s 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.
Estate Planning
Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.
What Our Clients Say
You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.
