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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.

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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

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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.

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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.

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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.

 

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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.

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Our Blog

By IG WEALTH MANAGEMENT on
Paying off their mortgage is a key goal for many Canadian homeowners. And paying down their mortgage faster often becomes a priority, given the financial freedom it represents. There are typically five reasons why people want to pay off their mortgage faster: To reduce the amount of interest paid. For the sense of freedom and peace of mind that come with owning your home outright. To be able to dedicate more money towards other financial...
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Did you know that over half of Canadians don’t have a will? And that number jumps to 70% for younger Canadians (aged 18-34) and 66% for those aged 35-54. This is even more surprising given that almost 60% of Canadians think they have a good level of estate planning in place. Many Canadians who do have a will are only scratching the surface of truly comprehensive estate planning. So, what is estate planning, exactly? Regardless...
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By IG WEALTH MANAGEMENT on
Exploring the myth that it’s always better to take a fixed over a variable mortgage When you’re looking to buy a home or renew your mortgage, one of the most important decisions you’ll have to make is whether to sign up for a fixed vs. variable mortgage. A common myth is that it’s always best to go with a fixed-rate mortgage. Up until fairly recently, many Canadians seemed to follow this advice, with around three-quarters...
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