For over 25 years, Bay & Associates has provided comprehensive and personalized financial planning expertise for clients across Western Canada. Our offices are located in Kelowna and throughout the lower mainland.
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.
Our CERTIFIED FINANCIAL PLANNER® professionals are committed to helping affluent professionals manage the complex and evolving needs of their wealth.
Whether you are recently retired or have a growing business, we take a holistic approach to your overall financial well-being.
Proudly serving ACEC-BC member firms since 2001.
With an enhanced team-based approach that provides both local and national industry experts, our financial planners provide you with an elevated level of advice and resources. 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.
Taxes are a critical consideration that impacts every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.
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.
Your retirement plan should keep pace with your life. Our personalized advice goes beyond evaluating numbers to give you insightful retirement strategies based on our deep understanding of what truly matters to you. We spend time helping you clarify your goals and objectives then we create a comprehensive plan, which we will monitor to ensure it meets your evolving needs.
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.
