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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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Andrew Bay has been a valued financial planning resource for me for over 20 years. After understanding my personal goals and objectives, he helped me develop a personalized investment plan for my unique situation. He explains things in a way that’s professional and easy to understand. Andrew continues to provide me and my husband with excellent service regarding financial planning and I thank him for making our plan a reality. Their expertise in financial planning is second to their ability to forge deep and meaningful relationships with their clients and family.

Shannon L., Maple Ridge, B.C.

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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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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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