Experienced CERTIFIED FINANCIAL PLANNER® professional Sean Dyer has joined IG Private Wealth Management, joining Blucke & Associates right here in Kelowna.
Sean joins the team with over 15 years in the local financial services industry and holds an MBA in Finance, in addition to the CERTIFIED FINANCIAL PLANNER and Chartered Investment Manager designations.
Sean Dyer and Jason Blucke
Sean chose IG Wealth Management after considering many options, given the firm’s commitment to full financial planning — i.e. focusing on more than just investments or retirement planning.
“I wanted to offer clients the best financial planning possible” says Dyer. “Retirement planning, investments, tax, estate, risk and cashflow management, business advisory— with IG it’s a fully integrated approach to financial planning.”
Jason Blucke, Executive Financial Consultant with Blucke & Associates says the addition of Sean was a no brainer.
“Sean’s experience, education and unwavering drive to be the best Financial Planner he can be really sets him apart and aligns perfectly with our team’s values.”
Blucke & Associates Private Wealth Management, a securities licensed team, offer a sophisticated approach to managing wealth for affluent business owners, healthcare professionals, athletes and retirees. Focusing on simplifying your financial life, creating peace of mind and guiding clients through critical financial events are just some of the keys of what the team calls the Blue Key Planning Process.
In addition to joining a firm and team that focuses on financial planning, another big draw for Dyer was access to a team of IG Wealth Management experts.
“Not only does IG have an extensive product shelf but having access to IG's in house team of experts – including tax accountants, estate lawyers, and advanced financial planning specialists, it became very clear to me that joining IG would allow me to serve clients with even greater confidence, no matter their need or complexity.”
“At IG, we call it the Private Wealth Planning Experience,” says Blucke. “Which allows our team to pull in regional and head office experts in our Advance Financial Planning department when a client’s situation calls for it.”
IG Wealth Management is a company that Dyer has known for many years. In the company’s nearly 100-year history, they’ve established practices in communities large and small to provide sound wealth management for affluent Canadians.
For more information on Sean Dyer or Blucke & Associates Private Wealth Management please call 250-980-0044, email Sean (Sean.Dyer@igpwm.ca) or Jason (Jason.Blucke@igpwm.ca) or you can also visit their website www.jasonblucke.com.
Blucke & Associates are located at 1631 Dickson Ave, Landmark 6 Building, 6th floor. and are taking on new clients. To book an appointment, please contact them directly.
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