Welcome to Bouwmeester Group
Private Wealth Management
We specialize in guiding affluent families on a journey to financial freedom and security. Based in the Greater Toronto Area (GTA), our unique approach combines expert financial planning with a deep understanding of the challenges and opportunities that come with your unique goals.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has years of experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
I have been working with Scott and his team since 2015. During this time, their customized approach, expertise, and dedication have given me peace of mind and financial security. They keep me well-informed, and their attention to detail is unmatched. I trust them with my financial future and have recommended them to friends and colleagues. Thank you, Scott and team.
- D and M
Scott Bouwmeester was recommended to us by family friends. He and his team have exceeded our expectations and provided us with peace of mind. Since we first met, Scott’s dedication to understanding our financial goals and tailoring customized strategies for our unique needs was evident. He took the time to listen, analyze, and create a comprehensive financial plan that aligns with our goals, and updates this plan on a continuous basis. Scott and his team have always been committed to open and transparent communication. They keep us informed about market trends and potential risks. Their timely updates and insightful advice have been invaluable in making informed decisions. We know Scott genuinely cares about our family’s financial success and well-being. He and his team go the extra mile to ensure that we are well on track to exceed our financial goals.
- S and O
Scott has been our financial advisor for the past 5 years. His expertise and dedication have helped us navigate the complexities of finance with confidence and peace of mind.
From our first meeting, Scott took the time to understand our family and crafted a personalized plan to achieve our goals while mitigating risks. His knowledge and guidance have been invaluable in optimizing our investments, reducing tax liabilities, and securing our financial future.
- R and K
We were fortunate to be introduced to Scott from a colleague. His team’s expertise and personalized approach have been very beneficial in helping us with our finances. With their astute advice and detailed planning, we've been able to achieve our financial goals and secure a stable future for our family. We appreciate their dedication, transparency, and genuine care for our family’s well-being.
As a busy business owner, my wife and I were looking for a wealth management team to trust with managing our financial plan. I was introduced to Scott and his team in 2016 and they have been key to managing our finances. Their deep understanding of the financial landscape, combined with their ability to adapt strategies to my unique business and personal needs, has been a game-changer. They've taken the stress out of financial planning, allowing me to focus on growing my business. Their proactive approach, attention to detail, and commitment to optimizing my portfolio have consistently exceeded my expectations. Working with Scott and his team has been a pleasure.
- RB