BOURNE FINANCIAL GROUP
Preserving Family
Legacies for
Generations to come
At Bourne Financial Group, family and continuity are at the heart of everything we do. Our success in transitioning our family business from one generation to the next underscores our unwavering commitment to preserving family legacies.
Our approach is defined by forging authentic connections with our clients and asking the right questions to uncover and address their true needs and aspirations. For over 45 years, we have fine-tuned our process through our experience with a multitude of different clients and situations, in conjunction with our strong network of partners and professionals.
Our firm works with business owners, professionals and families looking for a personalized, holistic plan that not only meets immediate needs, but also ensures peace of mind for generations to come.
Our service offerings
Financial
Planning
Made Simple
Every investment, insurance policy, tax strategy and retirement goal aligned in one cohesive/ coordinated plan.
Supporting individuals, families, and business owners with thoughtful, comprehensive
The way we work
Designed with
Purpose
Our approach is defined by forging authentic connections with our clients and asking the right questions to uncover and address their true needs and aspirations. For over 45 years, we have fine-tuned our process through our experience with a multitude of different clients and situations, in conjunction with our strong network of partners and professionals.
“I’ve trusted Andrew with my personal and corporate investments for over a decade. From retirement planning to RESPs, his guidance has been invaluable.”
MEET OUR TEAM
Rooted in
Trust
Andrew Bourne CPA, DIFA
Andrew brings a combination of forensic accounting expertise and financial advisory experience to deliver disciplined, strategic guidance.
Nicolas Forlini
Nicolas specializes in helping young professionals and first time investors navigate key financial milestones with clarity.
Ginette Mcdougall
With decades of experience in insurance and investment support, Ginette ensures seamless cient service with precision and care.
Strong
Partnerships
As an independent firm, we are not tied to any insurer, bank, or investment company. This allows us to collaborate with leading industry providers and select the best solutions for you.