Louis Bouchard has dedicated more than four decades to helping individuals, families, and business owners navigate the complexities of investment planning. Since becoming a registered financial advisor in 1985, Lou has built a reputation for delivering thoughtful, strategic guidance tailored to each client’s unique goals and life circumstances.

His areas of expertise include retirement planning, income strategies, investment management, risk tolerance, tax-aware investing, multi-generational wealth planning, and estate transfer strategies. At the core of his work is a deep commitment to trust, transparency, and doing what’s right for the client- every time.

Lou lives in Fairport, where he’s been deeply rooted in the community for years, particularly through his involvement in local youth sports. He’s a proud father of four adult children and enjoys golf, traveling, cheering on the New York Yankees, and spending time with his grandsons and grand-dogs.

What Lou is most proud of, though, is building a true family business- working alongside two of his four children to serve clients with the same values and dedication that have guided him throughout his career.

After graduating from Rochester Institute of Technology with a dual major in finance and accounting, Brett joined the family business at Bouchard Financial Group. Today, he serves as the Vice president and is a CERTIFIED FINANCIAL PLANNER® professional- an achievement that reflects his commitment to advanced education and comprehensive wealth & investment planning. This prestigious certification, held by only a limited number of financial professionals in the U.S., demonstrates Brett’s advanced knowledge in investment planning, retirement, tax, insurance and estate strategies.

Brett has been part of a team his entire life- beginning with Fairport Little League at age five and continuing through four years with the RIT Tigers baseball team. This lifelong involvement in team sports has shaped his approach to client relationships: collaborative, communicative, and focused on long-term success. He values strong partnerships and is dedicated to growing the team’s presence in the community- one relationship at a time.

Inspired by his father’s long-standing career in finance, Brett developed a passion for helping individuals and families navigate their financial journeys with clarity and confidence.  He takes pride in offering holistic, personalized plans tailored to each client’s unique goals.

Brett lives in Canandaigua and enjoys boating, fishing, camping, and spending time outdoors with his dog, Hudson. He is also a volunteer with Alliance Therapy Dogs, visiting nursing homes and college campuses to bring comfort and connection through pet therapy.

Brett looks forward to being a part of your financial team and helping you work toward a secure and rewarding future.

Emma joined Bouchard Financial Group in 2025 and currently serves as the Operations Manager. In this role, she oversees the scheduling and preparation of client meetings and events, manages marketing initiatives, enhances the team’s digital presence, and supports Lou and Brett with presentations and marketing materials.  

Since joining the firm, Emma has successfully completed a series of three rigorous industry exams to become a Registered Client Associate- a distinction held by fewer than 30% of registered financial professionals who are women¹.

Prior to entering the financial services industry, Emma built a strong foundation in client services through her work in the payroll services sector, where she served as an account manager and supervisor. Her experience in sales strengthened her communication skills and her ability to build trusted client relationships.

Outside of work, Emma enjoys hiking with her dog, Chester, along local trails and the Erie Canal. She is a dedicated volunteer with Alliance Therapy Dogs, visiting hospice homes and colleges to provide companionship and comfort through animal-assisted therapy. She also values spending quality time with her family and friends.

Emma is committed to deepening her industry knowledge and building lasting relationships with Bouchard Financial Group’s clients and partners. She looks forward to connecting with you.