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Andrew Bay and his team have been instrumental in providing strategic consulting regarding our Corporate Structure and Buy-Sell Agreement funding. The Independent Pension Plan we have initiated has proven to be an extremely effective compensation and tax strategy.
We have found Andrew Bay and IG Private Wealth Management to be extremely helpful to us in setting up our first Individual Pension Plan.
I’ve been a Bay & Associates client for over ten years. I have always found the staff friendly, helpful and knowledgeable. Our consultant, Andrew Bay, has been invaluable in helping my wife and I customize our portfolio to meet our needs and goals, as well as secure our young children’s futures. The tremendous IG Private Wealth Management resources coupled with their personable staff has made for a gratifying and financially rewarding relationship for us.
Bay & Associates' clear and comprehensive approach to investing has brought me a great deal of confidence towards reaching all of my financial goals. I appreciate their professional demeanour and the ease with which they are able to explain, what often appears to be, very complex topics.
When looking for a financial consultant, it was an easy choice for me and my family to choose Andrew. His honesty, knowledge, trustworthiness, and professionalism were unparalleled. When we began with Andrew, retiring early almost seemed far-fetched but he made us a realistic and achievable plan that we achieved. We’re now on track to our goal of putting our children through school and financial independence! Thank you, Bay Team!
What We Do
We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals. Our team of CERTIFIED FINANCIAL PLANNER®️ professionals have a legal obligation to act in your best interest.
Comprehensive
Financial Planning
Experience the pinnacle of financial planning precision with our services, fortified by the most advanced financial planning software in Canada. You will have access to our state-of-the-art software to model intricate scenarios, assess risk factors, and optimize strategies tailored to your goal
Investment Management
We are guided by a disciplined investment approach that leverages the combined talents of IG Private Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.
Access to Experts
Your financial well-being deserves the highest level of expertise, and we ensure that by connecting you with specialists who excel in diverse areas of finance and law. Not only is your financial plan comprehensive, but also backed by the collective wisdom of industry professionals.
Proactive Service
We pride ourselves on our unwavering commitment to proactive service. Experience the difference of having a financial partner who not only understands your needs but also actively prepares you for a prosperous future.
For over 25 years, Bay & Associates has provided comprehensive and personalized financial planning expertise for clients across Western Canada.
If you're looking for a financial advisor in Kelowna, Vancouver, or anywhere else in B.C. and Alberta, book an initial consultation with us to see if we're a great fit.