bay and associates financial advisor team photo

For over 25 years, Bay & Associates Private Wealth Management has provided comprehensive and personalized financial planning expertise for clients across Western Canada. Our offices are located in Kelowna, Cranbrook, and throughout the lower mainland.

Our team of CERTIFIED FINANCIAL PLANNER professionals build specialized and strategic solutions for incorporated professionals in the medical and engineering industries, pre and post-retirement. We understand the unique challenges and objectives of our clients and their families.

Our philosophy is that every single one of our clients feels empowered and confident in all aspects of their financial well-being. The responsibility and trust our clients place in us is of paramount importance. Our clients appreciate our long-term commitment, intimate approach, and dedication to our trusted relationship. 

For you, this means more time to enjoy your life with the peace of mind that your financial affairs are in good hands.


Want to learn more about our wonderful team members? 

Meet our team