Andreane’s Approach
Andreane Bolduc
CFA®, CAIA®, MBA
Senior Investment Strategist / Client Advisor / Member Owner
Overview
Andreane Bolduc serves as a senior investment strategist and client advisor. Fluent in both English and French, she works closely with Savant’s financial advisors to help create customized investment solutions specifically for clients. As a Chartered Financial Analyst® (CFA®) and a Chartered Alternative Investment Analyst® (CAIA®), she previously worked as a portfolio manager at Heritage Financial until the firm joined Savant in 2026.
Andreane graduated from Laval University in Quebec City with a degree in business and finance while working at a Canadian financial services provider in the pension plan and private wealth management groups. This early love of business led her to complete a Master of Business Administration (MBA) in investment finance from Northeastern University in Boston. While there, she did her corporate residency at Wellington Management, where she stayed on following graduation, which helped to refine her interest in wealth management.
Growing up on a sailboat in San Francisco harbor was probably a good indicator that Andreane’s sense of adventure and natural interest in exploration would be well-developed. When she’s not working, you will find her on a sailboat somewhere in Maine or trekking across the globe, as she’s traveled to more than 30 countries.
Credentials
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst®
Primary Focus Areas
Education
- Laval University
Bachelor of Science in Business and Finance - Northeastern University
Master of Business Administration (MBA) in Investment Finance
Professional Designations
- Chartered Financial Analyst®
- Chartered Alternative Investment Analyst®
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
Is It Time to Move? Financial Considerations for Retirees Video from Savant Wealth Management
Watch the video “Is It Time to Move?” to learn expert strategies on retirement planning. Get practical tips…
Savant Wealth Management Launches Wife2CFO Program for Women Navigating Divorce
Pulse 2.0 highlights Savant’s Wife2CFO program and its focus on financial education for women navigating divorce.
Q3 Market Review: A Strong Market Meets New Headwinds
The third quarter brought new market highs, rising rates, and shifting leadership, highlighting the value of diversification and…
Donor-Advised Funds and Qualified Charitable Distributions: Two Strategies to Consider Before Year-End
Explore how donor-advised funds and QCDs differ and which may be worth reviewing for your year-end charitable giving.
Get Started!
Schedule a No-Obligation Introductory Call
Schedule a Call