andrew bay portrait

Andrew Bay CFP®, CLU®, BA (Econ)

Executive Financial Consultant

For over 25 years, Andrew has built a strong reputation for attentive, client-focused service and valued advice. With a comprehensive approach to all areas of finance, Andrew's philosophy is "plan by design," where risk reduction, capital preservation, and tax reduction are cornerstones to his approach. He has partnered with the Association of Consulting Engineering Companies BC (ACEC-BC) since 2001 where he provides member firms with financial literacy workshops, pension planning, group benefits, business succession, and individual wealth management. Clients appreciate the long-term commitment, intimate approach, and dedication to their trusted relationship with Andrew. 

Andrew is an avid fly fisherman, golfer, skier, and rugby coach in his spare time. He supports Alexandra House, the Alzheimer's Society of BC, BC Cancer Foundation, and Kelowna General Hospital Foundation. He is also the Founding Sponsor of the Annual ACEC-BC Meritorious Achievement Award.

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