Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.
Here are some examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
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.
Kim is so helpful and knowledgeable. She explains things so that I can understand and is always available to answer questions that I have. I finally feel comfortable with my investments and trust that I am being taken care of.
I chose Kim to help me prepare for the every changing needs of tomorrow. Kim and the Bay & Associates team are an invaluable resource to me in solidifying our financial plan. Currently, her plan is ahead of my schedule. She extended her services to my daughter. Just so happens, we met with Kim today and although she is currently in university, she been able to grow her investment. I would venture to say my daughter’s investment is well beyond her expectations as well. I’m proud to have her as my financial consultant and I have recommended Bay & Associates to those who care to listen."
My husband and I became Andrew’s client after our old consultant retired and we couldn’t be happier with the transition. Andrew went over every aspect of our plan to make sure we were best suited to meet our goals. The entire Bay & Associates team is attentive to our requests and whenever we need a question answered, they are always there to respond in a timely and respectful manner."
On behalf of my wife and I: It's wonderful having an individual contact at IG that treats us like a friend and is always there to answer questions or completely handle our requests. From annual meetings to periodically letting us know about investment/insurance products that may benefit us, IG Private Wealth Management has been great about keeping our long-term financial plan up to date. Cheers,"
Bay & Associates' clear and comprehensive approach to investing has brought me a great deal of confidence towards reaching all of my financial goals. I appreciate their professional demeanour and the ease with which they are able to explain, what often appears to be, very complex topics."
When looking for a financial consultant, it was an easy choice for me and my family to choose Andrew. His honesty, knowledge, trustworthiness, and professionalism were unparalleled. When we began with Andrew, retiring early almost seemed far-fetched but he made us a realistic and achievable plan that we achieved. We’re now on track to our goal of putting our children through school and financial independence! Thank you, Bay Team!
Mandy, Surrey, B.C.
I came to Andrew as an avenue to help save for retirement. His straight-forward, easy to talk to personality combined with his extensive knowledge in the industry made me feel confident in my finances. I trust him with any recommendations and on-going support through every stage of my life. Because of Andrew, I’m happily retired and I’m not worried about not seeing my next paycheque."
I’ve been a Bay & Associates client for over ten years. I have always found the staff friendly, helpful and knowledgeable. Our consultant, Andrew Bay, has been invaluable in helping my wife and I customize our portfolio to meet our needs and goals, as well as secure our young children’s futures. The tremendous IG Private Wealth Management resources coupled with their personable staff has made for a gratifying and financially rewarding relationship for us."
The financial advice Andrew has provided us is up-to-date and definitely reflects the great depth and breadth of his knowledge of financial matters."
It is a comfort to know that Andrew is there to give me expert advice and support for my financial decisions."
Andrew Bay and his team have been instrumental in providing strategic consulting regarding our Corporate Structure and Buy-Sell Agreement funding. The Independent Pension Plan we have initiated has proven to be an extremely effective compensation and tax strategy."
We have found Andrew Bay and IG Private Wealth Management to be extremely helpful to us in setting up our first Individual Pension Plan."